Sales Dashboards
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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.
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.
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.
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.
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.
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.