
Sales Opportunities Dashboard Example

Boost sales performance with an opps. dashboard
Want to know more? Here are three more benefits that this dashboard will bring to your sales team.
Motivate your team to close more deals
Nothing motivates sales reps more than the anticipation of closing deals. With this dashboard, your sales team will know
exactly how much potential revenue is sitting in their pipeline, making them even more driven to close their deals.
Improve sales forecasting
With this dashboard, you can keep tabs on the status of your pipeline and the expected revenue that it will bring you.
Use this data to make informed data predictions about future sales and identify potential risks and opportunities.
Work more efficiently
It’s often the case that many salespeople will have several open deals to juggle. Visualizing the status - and size - of your team’s pipeline
will give sales reps better insight into which opportunities you need to be focusing on.
With the whole team on the same page, you can better share information, and optimize your operations and everyone will be
striving towards the common goal of boosting performance.
KPIs to include on a Sales Opps. dashboard
A good sales opps. dashboard should cover the different stages of the opportunity process, all the way from opportunities created to the value of closed won opportunities. Ideally, this dashboard should combine both pipeline value, but also agent performance. Here are some classic KPIs that never go amiss on this dashboard:
Value of Opportunities Created
This KPI measures the estimated value of opportunities that have been created.
Number of Opportunities Created
Tracks the raw number of opportunities created over a certain period of time. It's a good idea to split this by individual rep or team to celebrate your top achievers.
Acceptance Rate
Calculates the percentage of leads that have been qualified by the sales team.
Most Valuable Opportunities
Dig a little deeper into your opps. by measuring the estimated deal size by company and what stage they are at.
Opportunities by Sales Rep
Measures the performance of your sales team by digging into individual performance metrics.
Won Opportunities
As the name suggests, this KPI calculates the value of opportunities that have already been converted.
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