The sales pipeline dashboard serves as a vital tool for businesses and individuals to oversee pipeline activity and opportunity progression. Catering to the needs of both management and sales representatives, it offers comprehensive insights using various chart types and metrics.
- Executive Overview:
- Senior management and decision-makers can access high-level KPIs, comparing current year performance with previous years.
- Dynamic color coding highlights year-on-year performance changes.
- An ordered bar chart displays the most common pipeline stages, aiding optimization efforts.
- A detailed table allows filtering between industry and lead type parameters, showcasing pipeline progress.
- A three-year overview tracks pipeline amounts and opportunity counts across different phases.
- Performance Insights:
- KPIs such as win rate percentage, revenue conversion rate, and probability of closing rate offer insights into sales pipeline conversion.
- Year-on-year and month-by-month comparisons help identify trends.
- Performance tracking of individual Sales Representatives focuses on significant deals over the past 12 months.
- Bubble size represents deal value, while color indicates whether the deal was won or lost.
Overall, the dashboard enables informed decision-making, performance tracking, and optimization efforts across various aspects of the sales pipeline.
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