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– Historical reference data for Q2 and Q3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.