This Salesforce opportunity dashboard provides an overview of a company’s sales outlook. With this information, leaders can answer the following questions:
Firstly, how many opportunities are open?
Secondly, what is our monthly conversion rate?
Thirdly, how much revenue have we won? Further, how much is expected?
Finally, what stages are our active opportunities in?
With the card widgets at the top of the dashboard, sales leaders can quickly see key figures such as the number of open opportunities, closed won revenue, expected revenue, and the team’s monthly conversion rate.
Then, two of the dashboard’s widgets offer insight into open and closed opportunities by stage. Firstly, the Closed Opportunities by Stage doughnut chart shows the percentage of closed opportunities in each stage. Similarly, the Active Opportunities Revenue by Stage bar graph displays the revenue represented by opportunities in each active stage.
The top 10 won and open opportunity charts allow leaders to see the team’s most lucrative closed and open sales. Finally, the bar graph in the bottom row of the dashboard displays the lead sources for open opportunities.
This data is critical for sales leaders who want to stay on top of every opportunity, close more business, and analyze the most fruitful lead sources for their teams.
Bold BI’s sales performance dashboard provides a detailed breakdown of key data sets.
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This sales dashboard lists orders placed with the fictitious supply company Northwind Traders.
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This sales analysis dashboard provides a detailed breakdown of a company’s sale.
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This ticket sales analysis dashboard provides a detailed breakdown of key data sets.
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This financial analysis dashboard provides a helpful overview of a company’s key financial metrics.
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This Infusionsoft dashboard provides a detailed breakdown of a company’s recent orders.
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This sales KPI dashboard provides a detailed breakdown of a company’s key metrics.
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This sales activity tracker dashboard displays key data sets relating to ticket sales. With this dashboard, sales leaders can…
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This sales opportunities dashboard provides a detailed breakdown of a company’s opportunities and revenue. With this dashboard…
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This HubSpot dashboard provides a detailed breakdown of a sales team’s performance. With this dashboard, we can answer…
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This Copper dashboard provides an overview of a company’s sales outlook. With this dashboard, we can answer…
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