Sales opportunities dashboards are used by more CRM-focused sales teams who need to track value of prospective deals, as they progress through the sales funnel.
8. Sales opportunity dashboard A sales opportunity dashboard focuses on potential deals within the sales pipeline, highlighting high-value opportunities and their current status. It allows the team to track, manage, and analyze potential deals and prospects. Key metrics commonly included in a sales ...
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...
Sales opportunity dashboard 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...
As you can see, you get a complete view of your organization’s interactions with each lead, customer and opportunity. Dashboard Tool 3: Plecto Plecto'svisual dashboard offering is geared towards managing and motivating team members. Use their platform to focus on individual KPI categories. ...
The objective of this sales performance dashboard is to quickly summarize sales to executives so they can get the important facts about their business at a glance.
Sales Conversion Dashboard With this dashboard, the graphics shows the various conversion rates of each step of thesales pipeline. It may also show your lead-to-conversion ratio, converted leads, lead-to-opportunity ratio, or opportunity-to-win ratio. This data visualization helps team members ...
Sales teams operate in a fast-paced, high-pressure environment that demands they stay up-to-the-minute on the latest opportunities and challenges. These sales dashboard examples demonstrate some of the ways dashboards can help sales professionals stay on top of the metrics driving their business....
Below are seven sales deck examples you can use as inspiration to achieve different goals. 1. Uber Your sales pitch deck should make a statement visually about what your product is and what it’s designed to do. This sales deck from Uber has a strong visual style, with the theme or vira...
Why use this dashboard: Provide visibility into demand trends, including marketing campaign performance, demand volume. Ensure the team is generating enough leads to drive opportunity creation for both this and next period Visualize the health of demand over time Understand the most effective campaigns...