Use this dashboard to track shipment forecasts and delivery risk. It shows what is due to ship next and what may slip. Filter by date, customer, product, region, and carrier to narrow the view.
What you can monitor:
This sales and marketing dashboard helps you track how well the business manages opportunities. It shows the sales pipeline and the value of lost deals. Sales managers can spot gaps fast and make better decisions. It also shows which marketing channels bring the most leads.
On the left, the dashboard shows sales opportunity metrics. Use them to check how well your team handles deals.
The Opportunity Status and Stage chart breaks down how many opportunities sit in each sales stage. The Opportunity Aging chart shows pipeline health. It highlights deals that stay too long in one stage. Your team can spot stuck deals and push them forward. For example, select the 40–60% status to find deals in the discussion stage for 100+ days. Remove these time delays to keep the pipeline moving.
The Top Opportunities chart helps you focus on the best deals. It shows which opportunities are most likely to close and bring in more revenue.
Executive report that shows how the business grows in monthly and quarterly order value. It tracks the growth rate from one month or quarter to the next. It also shows the yearly growth trend so you can compare results over time.
This executive report shows how the business grows each month using invoicing and sales. It tracks month-to-month growth rates and highlights the overall trend. It also breaks down growth by year so you can compare performance over time.
This dashboard is another example of lead tracking. It shows trends like deals closed each month and the average time to close. It also shows where leads come from, by source and channel.
This dashboard is an example of leads analytics. It tracks total deals closed each month. It also shows the average time to close and the sales cycle length. You can also see where leads come from by source and channel.
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This report shows leads by group and stage. It shows how many leads you get each month. It also shows where leads drop off or move forward. Use it to spot weak areas and take action. Use the date and team filters to change the view.
This dashboard helps you monitor sales orders from all angles. The top band shows total sales orders by office location. The graph on the left shows each territory and rep’s share of total sales value. Click the graph to see more detail, such as performance by material and customer. Use the filters to get a 360-degree view of sales orders.
