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  1. Strategic Walkthroughs
  2. Building Dashboards

Executive Dashboards

PreviousCEO DashboardsNextMarketing Dashboards

Last updated 6 months ago

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Executive Go-to-Market Dashboard

Overview

Get a comprehensive overview of your business performance with key metrics from Marketing, Sales, Customer Success, and Funnel Analytics.

Key Metrics

  • Closed Won Annual Recurring Revenue: Total closed-won ARR for the selected time period.

  • Year-to-Date Pipeline: Total value of all opportunities in the pipeline for the selected time period.

  • Current Weighted Pipeline: Total weighted value of all opportunities in the pipeline, taking into account the probability of closing each opportunity.

  • Total Number of Customers: Total number of customers for the selected time period.

  • New Logos Added: Number of new customers acquired during the selected time period.

  • Churned Accounts: Number of customers lost during the selected time period.

Closed Won New Business

Analyze closed-won business in detail with breakdowns by region, lead source, and firmographic segment.

  • Closed Won ARR by Region: Total closed-won ARR for each region.

  • Closed Won ARR by Lead Source: Total closed-won ARR for each lead source.

  • Closed Won ARR by Firmographic Segment: Total closed-won ARR for each firmographic segment (Enterprise, Midmarket, SMB).

Created Pipeline

Monitor the velocity of pipeline building with breakdowns by region, lead source, and business segment.

  • Created Pipeline by Region: Total value of new opportunities created in each region.

  • Created Pipeline by Lead Source: Total value of new opportunities created for each lead source.

  • Created Pipeline by Segment: Total value of new opportunities created for each business segment (Enterprise, Midmarket, SMB).

Open Pipeline

Understand the stages and values of your open pipeline opportunities.

  • Open Pipeline by Stage: Total value of open opportunities in each stage of the sales funnel.

  • Total Raw Unweighted Pipeline: Total value of all open opportunities, regardless of stage.

Churn Analysis

Discover insights into customer churn by region and reason to identify improvement areas.

  • Churn by Region: Total churned revenue for each region.

  • Churn by Reason: Total churned revenue for each churn reason.

Sales and SDR Leaderboards

Track your top performers and ensure your team is meeting expectations.

  • Sales Leaderboard: Ranks sales representatives based on closed-won ARR for the selected time period.

  • SDR Leaderboard: Ranks sales development representatives based on the number of opportunities booked and meetings scheduled.

Final Recommendations

  • Salesforce dashboards have a limit of 20 reports. Choose the reports that provide the most comprehensive view of your business and make the most of the available space.