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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.
From the top of the dashboard, select from the filters to narrow the scope of the analysis:
- Time Period/Close Date. Sort by month, day, close date.
- Team member. Sort by sales team member.
You can also use the Snapshot Date selector. Select a date period to affect the all the open opportunity metrics, including Commit, Best Case Forecast and open pipeline.
| KPI | CALCULATION |
|---|---|
| Commit | The total amount of all Open Opportunities where the Forecast Category is equal to Commit. Understand if the commit totals are in the expected range from the forecast. |
| Best Case Forecast | Open Opportunities where the Forecast Category is Best Case. Understand if the open opportunities totals are in the expected range. |
| Open Pipeline | Open Opportunities where the Forecast Category is Pipeline. Understand if the open opportunity totals are in the expected range from the forecast. |
KPI Calculations for Team Closed Won Sales
The On and Off Track chart shows the following metrics:
- Closed Won: The total amount of all Closed Won Opportunities.
- Commit: The total amount of all Open Opportunities where the Forecast Category is equal to Commit.
KPI Calculations for Opportunities Needing My Attention:
The following calculations are for opportunities needing my attention:
- No Activity: This metric can be one of two measures. No recent activity (Open opportunities with no activity in the last fourteen days), or No upcoming activity (Open opportunities with no activities scheduled in the future from today.)
- No Next Step: Open Opportunities where the Next Step field is blank.
- Stuck in Stage: Opportunities that have been in the same stage for more than fourteen days longer than the average days in the stage.
KPI Calculations for Opportunity Changes.
The Opportunity Changes metrics are calculated in the following way:
- Amount: Open Opportunities where the Amount field has changes in the last seven days.
- Close Date: Open Opportunities where the Close Date field has changes in the last seven days.
- Forecast Category: Open Opportunities where the Forecast Category field has changes in the last seven days.
- New: Open Opportunities that have been created in the last seven days.
- Lost: Closed Lost Opportunities in the last seven days.
KPI Calculations for Top Open Opportunities
The Top Open Opportunities are calculated in the following ways:
- Commit: Open Opportunities where the Forecast Category is Commit.
- Most Likely: Open Opportunities where Forecast Category is Most Likely.
- Best case: Open Opportunities where the Forecast Category is Best Case.
- Pipeline: Pipeline:Open Opportunities where the Forecast Category is Pipeline.
