Dashboard Title: Salesforce Sales vs Quota
Subtitle: Confidential Information For Internal Use Only
Overall Summary:
This dashboard provides an overview of the performance of Salesforce sales against quota and last year’s performance. It provides a tabular view of the month-to-date actual vs quota and vs last year’s performance. It also provides a summary of the year-to-date actual vs quota and year-to-date actual vs last year’s performance.
Dashboard Insights:
This dashboard provides insights into Salesforce sales performance:
Month-to-date performance vs quota and vs last year’s performance
Year-to-date performance vs quota and vs last year’s performance
Year-over-year performance
Who Can Benefit:
This dashboard is useful for sales and marketing teams to assess and appraise performance results. It can also be used by executives to get an overview of the performance of Salesforce sales against quota and last year’s performance.
Benefits:
Quickly assess and appraise performance
Get an overview of the performance of Salesforce sales against quota and last year’s performance
Track year-over-year performance
Monitor month-to-date performance vs quota and vs last year’s performance
Monitor year-to-date performance vs quota and vs last year’s performance
Home Executive Summary Monthly Yearly Sales vs Quota vs LY Tabular View
salesforce
Sales vs Quota
Salesforce
Dec-2018
YTD Dec-2018
$6,071K
Sales
$ 5,840K
Quota
+231K
+4.0%
$ 69,152K
YTD Sales
$ 67,790K
YTD Qua
+1,362K
YTDA
+2.0%
YTD AN
Salesforce Sales vs Quota | Confidential Information For internal use only
$4,456
$3.75
$-4.4564 $8,214K
$6.09265791
$5,474
$24,7908
May
$4.762
$4,122
$7,207 $7,362
Sep
Oct
$9.363K
Nov
$63.080K
071K
Dec
I want to:
Assess
Appraise Performance
Sales resu
Month-to-Date
Actual vs Quota, VS LY