- Firstly, how many opportunities are open?
- Secondly, what is our monthly conversion rate?
- Thirdly, how much revenue have we won? Further, how much is expected?
- Finally, what stages are our active opportunities in?
Review Key Sales Figures
With the card widgets at the top of the dashboard, sales leaders can quickly see key figures such as the number of open opportunities, closed won revenue, expected revenue, and the team’s monthly conversion rate.
Then, two of the dashboard’s widgets offer insight into open and closed opportunities by stage. Firstly, the Closed Opportunities by Stage doughnut chart shows the percentage of closed opportunities in each stage. Similarly, the Active Opportunities Revenue by Stage bar graph displays the revenue represented by opportunities in each active stage.
The top 10 won and open opportunity charts allow leaders to see the team’s most lucrative closed and open sales. Finally, the bar graph in the bottom row of the dashboard displays the lead sources for open opportunities.
This data is critical for sales leaders who want to stay on top of every opportunity, close more business, and analyze the most fruitful lead sources for their teams.
