> For the complete documentation index, see [llms.txt](https://docs.leanscale.team/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.leanscale.team/strategic-walkthroughs/building-dashboards/sales-dashboards.md). # Sales Dashboards {% embed url="" %} ## Sales Executive Dashboard ### Key Aggregated Metrics * **Closed Deals by Timeframe**: Provides a quick overview of closed deals for the current month, last month, current quarter, last quarter, current year, and last year. Allows users to assess sales performance over time. ### Goal Tracking * **Monthly, Quarterly, Yearly Bookings Goals**: Users can set and track monthly, quarterly, and yearly bookings goals against closed won opportunities in Salesforce. This allows users to monitor progress towards revenue targets. ### Pipeline Overview * **Current Unweighted Pipeline**: Displays all open opportunities in the sales pipeline. * **Current Weighted Pipeline**: Displays the weighted pipeline, which takes into account the probability of each opportunity closing. This helps users forecast future sales more accurately. ### Deep Dive into Reps' Pipeline * **Current Weighted Pipeline by Month and by Rep**: Provides a detailed analysis of each rep's weighted pipeline by month, allowing users to assess the performance and expected close dates of individual reps. * **Current Unweighted Pipeline by Rep**: Displays the total open pipeline for each rep. ### Leaderboards * **Year-to-Date Leaderboard**: Showcases the top-performing reps for the year, with a breakdown of the quarters in which they closed deals. * **Quarterly Leaders**: Highlights the rep who led each quarter in terms of closed deals. ### Additional Notes * The Sales Executive Dashboard is a valuable tool for tracking and analyzing sales team performance. * By providing key aggregated metrics, goal tracking, pipeline overview, and leaderboards, this dashboard empowers users to make informed decisions and drive sales success. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.leanscale.team/strategic-walkthroughs/building-dashboards/sales-dashboards.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.