This is a sales and marketing dashboard to evaluate how the business is handling its opportunities. It depicts the sales pipeline and the value of opportunity lost that gives sales manager visibility to make decisions. The dashboard also shows which marketing channel is contributing to generating maximum leads.
On the left of the dashboard are the sales opportunity metrics to evaluate how well the business is handling its opportunities. The ‘Opportunity Status and Stage’ graph gives a breakdown of the number of opportunities at each stage of the sales process. The opportunity aging graph is the health of the sales pipeline. Opportunities that […]
Executive report giving an overview of how the business has grown in terms of monthly and quarterly order value. Shows the growth rate from previous to the next quarter/month and the growth trend in each year.
Executive report giving an overview of how the business has grown in terms of monthly invoicing/sales. Shows the growth rate from previous to the next month and the growth trend in each year.
This dashboard is an example of leads analytics. It monitors trends like the total deals closed every month, average time taken for the sales process and the sources, channel the leads came from.
This dashboard is another example of leads analytics. It monitors trends like the total deals closed every month, average time taken for the sales process and the sources, channel the leads came from.
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This dashboard is to monitor the sales orders from all angles. The top band shows total sales orders by office locations. The graph on the left shows the contribution towards total sales value by territory and reps. The graph can be clicked to get further details like performance by materials and customers. The extensive filtering […]
