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