Revenue Insights

Use Revenue Insights to help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.

Understand the trends and the details using four tabs: Overview, Team Performance, Sales Performance, and Historic Trends.

Revenue Insights includes the following dashboards:

• Revenue Insights
• Revenue Insights by Territory
• Sales Perf Card (Sales Performance)
• Sales Rep Command Center
• Sales Stage Analysis
• Forecast Insights
• Commit Calculator
• Product Insights

• Revenue Insights Dashboard
  Get a comprehensive view of your revenue performance from the Overview tab. Your most critical information is instantly available. The chart helps point to the areas to focus on, such as whether opportunities are moving to the next stage. Quickly determine whether sales are trending up or down with details such as average win rates, days to close, and average sales size.
• Sales Rep Command Center Dashboard
  Get all the details you need for sales success from the Sales Rep Command Center. You can see whether you’re aligned to meet your quotas, which opportunities are stuck, and overdue activities. You can also see step progression, and amount changes.
• Sales Stage Analysis Dashboard
  The Sales Stage Analysis dashboard shows how deals move through stages of the sales process and how conversion takes place in each pipeline stage. It also reveals bottlenecks and exposes at-risk opportunities.
• Forecast Insights Dashboard
  Track changes in your sales forecast in the Forecast Insights dashboard. Monitor velocity, pipe coverage, and other KPIs with period-over-period analysis.
• Commit Calculator Dashboard
  Use the Commit Calculator to test different scenarios and understand how changes to your pipeline can affect your bottom line.
• Product Insights Dashboard
  Optimize your sales strategy using the Product Insights dashboard. Track customer purchases, opportunities to position products in new segments, and market trends. Quickly see how well your sales teams deliver new offerings to the market.