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Dashboards PPT
Understanding historical pipeline trends
PIPELINE
PIPELINE
Why is our pipeline changing?249 opportunities created
100
100
50
50
0
Q3 2012 Q4 2012 Q1 2012 Q2 2012
Pip
elin
e C
ount
Created Count Won CountLost Count
Flow
Count of Opportunities in Pipeline
Know your conversation rates by stage
What are our conversion rates for closed opportunities?19% win rate for opportunities with close dates int the pervious 12 months.
Custom
Opportunity Count
Present Solution
Qual
Technical Fit
Closing
Deal
Opp
ortu
nity
Sta
ge
Last This To Date Trailing
70 300 900 12M
1,074
658
61%
47%
77%
85%
311
239
202
Measuring pipeline by individual rep.
How much does each employee have intheir pipeline? $3,157,990 total value in the pipeline in the next 90 days.
Custom Last This To Date Trailing
70 300 900 12M
Bob Hoskins
Russ Tamblyn
Nancy Olson
Don Murray
Oct
NovDec
Jan
$0 $25k $50k $75k $100k $125k $150k $175k $200k $225k $250k $275k
Compare won & lost opportunities
How do won and lost opportunities compare?2299 opportunities created in the pervious 12 months were subsequently won.
35
30
25
20
15
10
5
0
Custom Last This To Date Trailing
70 300 900 12M
SELECTION
Ave
rag
e D
ays
Opp stage Demo stage Trial stage Repeat all stage
Won
Lost
Which opportunities have changed close dates or value?
Custom Last This To Date Trailing
70 300 900 12M
31 opportunities have changed in the pervious 7 days.
17.5k
26 Aug 2013__ 02 Sep 2013
Opportunity #7.41
Owner Max Plan ck
Close Date
Value
StageStage 2
Was
Was Now
Now
10 Sep 2013 08 Dec 2013
$14,700 $8,400
15k
12.5k
10k
7.5k
5k
2.5k
ok15-jul 5-Aug 26-Aug 16-Sep 7-Oct
Close Date
Valu
e
28-Oct 16-Nov 9-Dec
Which oppn. are at risk & need a�en�on?
Which campaign converted the most sales?
Lead Source Vs Win rates
Sales Ac�vity
PERFORMANCE
Ac�vity of a Representa�ve
Sales Efficiency
Thanks