Customize your dashboards to display yoursales datain a way that works for you. There are five different chart types available in Insights: Column chart Bar chart Pie chart Scorecard chart Table chart Arrange these charts to quickly spot opportunities and bottlenecks in your sales pipeline. Tracki...
Opportunities aren’t the only thing your sales team needs to be able to see quickly. Cases are opened when a customer contacts your sales reps and needs help. Tracking these in your sales dashboard lets you know when a deal is in jeopardy and can handle it quickly. 12. Average Deal Si...
KPIs is yet another intuitive, powerful reporting tool, part of the total Pipeliner experience. Back to Feature Tour Functionalities Included Target Multiple KPIs Filter Filter options allow you to filter and view tasks, contacts, accounts, leads and opportunities based on any field. ...
2. Sales Pipeline Dashboard Use this dashboard to understand the health and status of your pipeline. Being able to slice the data and view pipeline by opportunity stages, KPIs, size buckets, timeline, and sales representative, means that you can spot opportunities that require you to pivot qui...
Get eyes on your KPIs Whether you’re a lively sales desk in an office or a team of roving field reps Geckoboard makes it easy to share your most important data. TV dashboards Geckoboard has been designed to look great on large screens, which the whole office can see. All you need is...
Are these rates KPIs? Technically speaking they are. Theymeet criteriathat we discussed in the previous article. Let’s take “reach rate” as an example. It is an indicator as it shows the percentage of potential clients that were converted in opportunities. ...
A sales opportunity dashboard tracks your sales opportunities—the people or businesses that are likely to become new customers. You can use a sales opportunity dashboard to estimate future revenue based on the strength of your leads and their projected spending. You can also use this dashboard ...
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and accurate information in real time. Modern sales dashboards simplify sales management by providing a daily or strategic-level overview of team performance, sales opportunities, closed deals, and other essential sales KPIs. Sales representatives, managers, and VPs have a lot of tasks to navigate...
Stage Analysis Dashboard:This dashboard shows how deals across all reps are moving through the stages of the sales process, revealing bottlenecks and at-risk opportunities. Trends and patterns can reveal opportunities for process improvements.