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On this page
  • Sales Executive Dashboard
  • Key Aggregated Metrics
  • Goal Tracking
  • Pipeline Overview
  • Deep Dive into Reps' Pipeline
  • Leaderboards
  • Additional Notes

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  1. Strategic Walkthroughs
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Sales Dashboards

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Last updated 6 months ago

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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.