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Web Page Sales Cloud Executive Overview Dashboard

Desciption

Dashboard Title:
Sales Cloud Executive Overview
Overall Summary:
This dashboard provides an overview of sales performance for a given quarter. It provides insights into the amount of sales won, lost, and the average deal size. It also provides insights into the performance of different product families, segments, and opportunity owners.

What Insights Can Be Gained:
View sales performance by product family, segment, and opportunity owner
Drill down to view the top 10 products, accounts, and opportunity owners
View the number of transactions and open amount for each stage
View the total number of transactions and won amount for the quarter

Who Can Benefit and How:
This dashboard is useful for sales executives, managers, and other stakeholders who need to track sales performance. It allows them to quickly identify areas of success and areas of improvement, as well as gain insights into the performance of different product families, segments, and opportunity owners.

Who Can Use the Dashboard and How it Would Benefit Them:
Sales Executives: Gain insights into sales performance and identify areas of success and improvement.
Sales Managers: Monitor sales performance and identify opportunities for improvement.
Stakeholders: Track sales performance and ensure that goals are being met.

Data

Days to Quarter End
14
days
By Product Family – Won Amount
Click to del down to Top 10 Products
Laptops 13,170,475
Digital Media 11,382,120
Accessories- 26,513,470
Phones 3,077,200
Professional Service- 2,946,757
Tablets 1,466,100
Top 10 Product Name
Cables 12,886,505
Books- 7,686,685
Light laptop- 6,594,125
Minitablet 5,866,250
Certifications 5,466,000
Courses- 3,720,150
Light tablet 3,077,200
-2,946,757
Cases 2,782,920
Mega laptop 2,169,600
Sales Cloud Executive Overview updated to 8/16/2016
2016Q3 – Won Amount
OTD #Transactions
150
By Segment-Won Amount
Click to drill down to Goa Owners
QTD Open Amount
94,434.9K
68-7,260,382
ENT- 5,598,234
ESMB 4,828,576
COMM- 3,929,433
Open Amt for each stage
MM- 13,194,286
Top 10 Accounts
SMB-23,745,211
Butler 152 Inc- 3,609,320
Bush454 Inc- 3,173,450
Buchanan609 Inc- 3,168,250
Newman432 Inc- 3,077,200
Crawford 701 Inc-2,942,705
Jefferson859 Inc-2,920,800
Ortega682 Inc- 2,389,600
Warren653 Inc- 2,386,625
Bennett519 Inc-2,374,500
Patrick806 Inc- 2,207,200
By Oppo Owner-Won Amount
# of Trans
Won Amount
12M
10M
SM
6M
4M
2M
QTD Won Amount
58,556.1K
OM
0000000
OK
6
8
10
12
15
Dennis Howard
200K
Laura Garza
400K
QTD Lost Amount
13,415.7K
Eric Gutierrez
Irene Kalley.
Evelyn Williamson
Harold Campbell
600K
800K
Laura Palmer
John Williams
Chris Riley
1000K
Avg. Deal Size
Johnny Green
1200K
1400K