Sales Dashboard built using the Numerro Toolkit.
The sales dashboard was built for sales managers to help them visualize their sales data, including opportunity values, count and velocity.
The purpose of the dashboard is to help sales managers understand how the business is performing and where they need to focus their efforts if they are to meet their sales targets.
The dashboard provides sales managers with an overview of their sales to date, along with granular details relating to each opportunity. Additionally, all metrics are presented in a high-level format to help sales managers identify areas of focus.
Key Insights:
- KPI's - Sales, No. Opportunities, Av. Opportunity Size, Av Velocity:
Help managers gauge an overview of their current sales position
- Area Chart - Sales & Opportunities by month:
Help managers measure the flow of deals by month in relation to targets.
- Donut Chart - Total sales split by marketing channel:
Allow managers to identify which channels require additional focus based on performance.
- Clustered Bar Chart - Opportunities by sales stage, split by marketing channel:
Helps managers monitor the flow of opportunities and assist with the progression
- Bar Chart - Sales grouped by opportunity size:
Helps managers understand the dynamics of their sales business
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