DASHBOARDS FOR TRACKING YOUR SALES PIPELINE
Identify where the new business is coming from with a real-time dashboard for tracking sales revenue.
Sales is ultimately a numbers game - and that's why this dashboard is so important to your sales operations. The sales revenue dashboard focuses on your pipeline and its purpose is to give you a high-level overview of how much new business your team is generating.
Unlike some of our other sales dashboards, which focus on agent performance, this dashboard concentrates on the bottom line of sales - namely, how much money your business is making.
With your revenue likely coming from multiple channels, it can be tricky to stay on top of what new business is coming in and from where. This dashboard fixes that problem, and should be your go-to to see your entire pipeline in one place.
This dashboard enables you to take a step back from all the calls, meetings and emails of the team's day-to-day activities to visualize just how much of a difference your sales team is making. For this reason, it also makes this dashboard ideal if you need to share your sales performance with senior management, board members and external consultants.
Sales Managers, VPs the CEO, CFO as well as individual members of the sales team.
How much new business you have closed over a set period of time.
This dashboard is essential for keeping tabs on your sales pipeline.
We recommend focusing on high-level KPIs with this dashboard. Just like every sales dashboard, measuring your performance versus your targets is paramount. That's why we have included conditional colors for several of our KPIs, so you can clearly identify which are on track and where you need to focus your efforts.
The raw number of deals that have closed.
The average value of closed-won deals.
The total amount of new business that your sales team has generated.
Also called Closed-Won vs Target, this KPI measures whether your team is hitting the budget over a period of time.
This broad KPI provides the overview of deals in the pipeline, including the value, the stage, where it has come from and how long ago the opportunity was created.
Important for assessing the extent to which deals in the pipeline are "close" to closing.
See which channels are bringing in the most revenue.
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