This is a sales and marketing dashboard to evaluate how the business is handling its opportunities. It depicts the sales pipeline and the value of opportunity lost that gives sales manager visibility to make decisions. The dashboard also shows which marketing channel is contributing to generating maximum leads.

On the left of the dashboard are the sales opportunity metrics to evaluate how well the business is handling its opportunities.

The ‘Opportunity Status and Stage’ graph gives a breakdown of the number of opportunities at each stage of the sales process. The opportunity aging graph is the health of the sales pipeline. Opportunities that have been sitting too long at a stage can be identified and moved to the next stage. For example: on selecting the ‘40-60%’ status, we can see there are opportunities that have been at the discussion stage for more than 100 days. Fixing such duration bottlenecks will ensure the pipeline is efficient.

This along with the ‘top opportunities’ graph help to focus efforts on the best sales opportunities in the pipeline that are most likely to close and yield higher revenue.

Executive report giving an overview of how the business has grown in terms of monthly and quarterly order value. Shows the growth rate from previous to the next quarter/month and the growth trend in each year.

Executive report giving an overview of how the business has grown in terms of monthly invoicing/sales. Shows the growth rate from previous to the next month and the growth trend in each year.

This dashboard is an example of leads analytics. It monitors trends like the total deals closed every month, average time taken for the sales process and the sources, channel the leads came from.

This dashboard is another example of leads analytics. It monitors trends like the total deals closed every month, average time taken for the sales process and the sources, channel the leads came from.

Nulla faucibus tincidunt eros, a pharetra tellus vestibulum hendrerit. In in egestas libero. Aliquam aliquam at tortor et maximus. Mauris blandit a sapien nec aliquet. Duis molestie elit hendrerit turpis mollis, nec euismod justo fermentum. Fusce et sodales tortor. Duis dignissim justo at consectetur pellentesque.

Nulla faucibus tincidunt eros, a pharetra tellus vestibulum hendrerit. In in egestas libero. Aliquam aliquam at tortor et maximus. Mauris blandit a sapien nec aliquet. Duis molestie elit hendrerit turpis mollis, nec euismod justo fermentum. Fusce et sodales tortor. Duis dignissim justo at consectetur pellentesque.

This dashboard is to monitor the sales orders from all angles. The top band shows total sales orders by office locations. The graph on the left shows the contribution towards total sales value by territory and reps. The graph can be clicked to get further details like performance by materials and customers. The extensive filtering functionality allows 360 degree view of sales orders.