Executive Summary
This dashboard provides a comprehensive overview of the Salesforce Sales Pipeline. It provides a breakdown of the current pipeline value, the number of open opportunities, and the weighted pipeline value. It also provides a breakdown of the different types of opportunities, their respective weighted pipelines, and the evolution of the pipeline over time. This dashboard is designed to provide executives with a comprehensive overview of the sales pipeline and help them make informed decisions about how to focus their efforts and assess improvements.
Bullet Points about the Dashboard and What Insights Can Be Gained
Provides a comprehensive overview of the Salesforce Sales Pipeline
Gives a breakdown of the current pipeline value, the number of open opportunities, and the weighted pipeline value
Breaks down the different types of opportunities and their respective weighted pipelines
Tracks the evolution of the pipeline over time
Helps executives make informed decisions about how to focus their efforts and assess improvements
Who Can Benefit from Using the Dashboard and How
This dashboard is designed to provide executives with a comprehensive overview of the sales pipeline and help them make informed decisions about how to focus their efforts and assess improvements. It can also be used by sales managers to monitor the performance of their team, identify areas of improvement, and track the evolution of the pipeline over time.
Bullet Points about Who Can Use the Dashboard and How It Would Benefit Them
Executives: Comprehensive overview of the sales pipeline and help them make informed decisions about how to focus their efforts and assess improvements
Sales Managers: Monitor the performance of their team, identify areas of improvement, and track the evolution of the pipeline over time
Sales Representatives: Understand their individual performance and identify opportunities to improve their sales process
Home Executive Summary Pipeline Analysis Performance Review Conversion Opportunity Owners Opportunity Owner Trend
salesforce
Sales Pipeline
Salesforce
$11.8M
Weighted Pipeline Value
33
Open Opportunities
Salesforce Sales Pipeline |Confidential information for internal use only
$2.8M
Weighted Pipeline
34 papp
Opp. Type
Opp. Type
Overdue
$ 0.8M
Weighted Pipeline
Opp. Type 1
0-30 days
$2.9M
Weighted Pipeline
Opp. Type 3
$0.6M
Opp. Type 2
50.7M
Opp. Type
$1.6M
1-3 months
Date
$4.2M
Weighted Pipeline
open opp
Opp. Type 2
Opp. Type
3-6 months
$ 1.0M
Weighted Pipeline
Opp. Type 3
> 6 months
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Conduct
Understand & Grow
Deep-dive
Focus our efforts on
Assess improvements
Overall Pipeline Review
Each Opportun
Pipeline Breakdown
Areas with E
Evolution of Pi