Forecasting dashboard

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Who’s it for: Sales managers and executives

KPIs to include: Team win rate, average deal amount, average sales cycle length, total pipeline value

When to use: Weekly

Why it’s important: Think of this dashboard as a weather report for your sales team. Based on the latest sales data, it can determine whether or not you’re likely to hit your overarching sales goals and coach up your reps against any potential storms. I recommend checking it weekly to spot any problems, like low lead volume or unusually long sales cycles, that might keep you from hitting your topline sales goals.

3. Sales rep performance dashboard
Who it’s for: Sales managers

KPIs to include: Conversion rate, total revenue generated, quota america phone number list attainment percentage, activity engagement, opportunities in pipeline, customer retention rate, potential risks and neglected accounts (Can also include: Leads generated, opportunities in pipeline, average deal amount, sales cycle length, and activity metrics like calls made or emails sent)

When to use: Daily or weekly

Why it’s important: Rep performance is most accurately measured by three key metrics: conversion rate, total revenue generated, and quota attainment percentage. When you combine these on a dashboard Opens in a new windowand view them relative to previous months, quarters, or other reps, you can see whether a rep is underperforming, performing as expected, or excelling. The other metrics noted here, like leads generated and average deal amount, can be early warning signs of neglected deals and that key performance metrics will be off. When these are below benchmark, it’s a good time to dig into calls and processes to find coaching opportunities.