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Dashboard Quarterly Sales Forecast

Desciption

Dashboard Title: Quarterly Sales Forecast

Subtitle: As Of 8/1/2018

Overall Summary:
This dashboard provides a comprehensive overview of the current state of the business, as well as forecasts for unseen sales, transactional and non-transactional pipeline, and expected value for transactional business. It also provides insight into salesperson forecasts for large deals, and the total open and closed won business.

Dashboard Insights:
– Filter by region and subregion
– Forecast unseen sales “commit”, “likely”, and “best case”
– Historical reference data for Q2 and Q3
– Bookings resulting from deals created on/after day 32 in quarter
– Forecast existing transactional and non-transactional pipeline
– Use expected value for transactional business
– Use salesperson forecast for large deals

Who Can Benefit:
Businesses of all sizes can benefit from using this dashboard. It provides detailed insights into the current state of the business, as well as forecasts for unseen sales, transactional and non-transactional pipeline, and expected value for transactional business. It also provides insight into salesperson forecasts for large deals, and the total open and closed won business.

Who Can Use It:
This dashboard can be used by business owners, sales managers, and other stakeholders to gain insight into the current state of the business, as well as forecasts for unseen sales, transactional and non-transactional pipeline, and expected value for transactional business. It also provides insight into salesperson forecasts for large deals, and the total open and closed won business.

Data

Quarterly Sales Forecast As Of 8/1/2018
Current State of the Business
Filter by region
(AI)
2
Mutual Intere..
$3,875K
$1,144K
19
Step 1: Forecast Business Not Yet Discovered Based on Prior Quarter Results
Forecast Unseen
Sales “Commit”
12.000.000
Filter by subregion
(AI)
Forecast Unseen
Sales “Likely”
14,000,000
Forecast Unseen
Sales “Best Case”
15,000,000
Amount
Expected Value
Number of Transacti..
Q2
Q3
Historical reference
Bookings resulting from deals created on/after day 32 in quarter
01
8M
1M
04
2017
2018
2017
2018
2016
2017
2016
2017
Discover
$1,587K
$446K
7M
10M
Amount
Expected Value
Number of Transactions
11M
13M
6
12M
Validate
$11,611K
$40,533K
1M
17M
87
Step 2: Forecast Existing Transactional and Non-Transactional Pipeline
“Transactional”
Means Any Deal
Less Than..
2.000.000
Average 9M
22M
Decide
$29,076K
$66,799K
155
86
1M
2M
Use Expected Value for Transactional Business: Deals Below: $2,000,000
Mutual Inter..
3,875,450
1,144,178
Discover
Validate
Decide
1,587,229 8,992,914 17,553,434
446,228 39,616,558 32,230,959
6
19
Use Salesperson Forecast for Large Deals: Deals Above $2,000,000
Opportunity Name
Opportunity Owner… Day of Close Date
2 Average 14M
Select
$1,578K
$5,706K
154
6
Average 16M
Commit
LOUCU
Commit
$25,046K
$907,238K
Average 17M
6
Commit
Select
1,578,336 5,234,103
5,706,075 34,014,823
44
40
Total Open
$72,773K
$1,021,866K
1M
Likely
316
Month of Quarter
Business Closed
Total Open
38,821,465
113,158,821
Closed Won
$215,041K
$75,708,239K
310
Best Case
470