Dashboard Items

Your Dashboard includes a snapshot of your company and sales activity by QTD (Quarter till Date) and YTD (Year till Date). It also includes your Sales Activity Funnel.

Your Sales Activity Funnel displays your sales activity by stage, and you can immediately identify where your sales are getting stuck by stage. Stages include;

  • Initial contact
  • Analysis
  • Proposal
  • Negotiation
  • Close (Won or Lost)

Your dashboard also includes sales snapshot by team members. Total Sales by team.

Won / Lost deals by QTD (Quarter till Date)

Sales Pipeline by Owner (QTD)

Top 10 deals won QTD

Latest / Last 10 most current Opportunities.

The point being focus on current sales activity starting by quarter and looking forward.