Sales Insights Dashboards

Use Sales Insights to help sales teams gain performance insights to build stronger pipelines and generate more revenue.

• Sales Performance
  The Sales Insights Sales Performance tab shows how your sales are trending over time. Compare by team member, month, or quarter to see whether sales are trending up or down.
• Sales Leaderboard
  Get all the details you need for sales success from the Sales Leaderboard. You can see how your team is performing, which opportunities are stuck, and overdue activities. At a glance, you quickly understand your top open opportunities, the most recent opportunity changes, and the opportunities that need attention.
• Sales Team Performance
  Quickly identify opportunities for managers to coach or representatives to work on performance. See details, such as the average win rate, open pipeline, and activities completed. It’s easy to assess the top accounts, opportunities, and products, so you know where to focus your efforts.
• Sales Stage Analysis Progression
  Sales Stage Analysis Progression shows how deals move through stages of the sales process and if deals are moving smoothly. It also reveals bottlenecks and exposes at-risk opportunities.
• Sales Stage Analysis Conversion
  Dive into the details of your pipeline using stage conversion analysis. You can answer questions such as what percentage of the pipeline progressed beyond each stage in a time period. You can see what percentage of pipeline progressed to close from this stage on the same day of this last period. You can understand what is the average conversion rate for open opportunities for the selected stage.
• Sales Lead Analysis
  Use the Sales Lead Analysis dashboard to better understand your lead conversion rate, where your leads are coming from, how quickly the leads are converting, and which activities are generating opportunities.