Sales Dashboard

Sales Reporting Demo

Sales Dashboard Demo

A complete sales reporting demo view with pipeline health, conversion indicators, CRM quality checks, forecast logic, alerts, and recommended actions.

Sales Pipeline & Conversion Dashboard

A sales leadership view connecting pipeline quality, conversion rates, deal movement, forecast coverage, rep execution, stalled opportunities, and next-best actions.

CRM Sync: Complete

Pipeline Value$840K2.7x next-month target

Win Rate29%+4 pts vs last quarter

Weighted Forecast$318K$42K above target

Avg Deal Cycle31d6 days faster than baseline

Pipeline Stage Health

Qualified

$220K

Discovery

$189K

Proposal

$174K

Negotiation

$139K

Commit

$198K

Dashboard purpose: Show where revenue is likely to land, where deals are stalling, and which opportunities need immediate action.

Deal Movement Alerts

6 deals stalled over 21 days$112K

3 expansion opportunities advanced$74K

2 high-value deals lost to timing$51K

Forecast coverage below thresholdWest

No next step assigned9 deals

Rep Performance Snapshot

RepWeighted PipelineClose Risk

Team A$118KLow

Team B$92KMedium

Team C$76KHigh

Team D$64KMedium

Sales Metric Definitions

Weighted ForecastOpportunity amount multiplied by governed stage probability.

Win RateClosed won divided by all closed opportunities.

Deal CycleDays from qualified stage to closed outcome.

CoveragePipeline compared against target by close month.

CRM Data Quality

Opportunities missing close date4%

Deals with stale stage6

Duplicate accounts detected2

Forecast fields complete93%

Sales Manager Review Flow

Review stage aging
Find opportunities with no movement or no next-step date.

Validate forecast commit
Check deal amount, close month, stage, and owner confidence.

Coach by conversion gap
Compare rep-level conversion by stage and lead source.

Recommended Actions

Pipeline action: Prioritize negotiation-stage deals with next-step dates missing.

Manager review: Rebalance lead volume for reps with high close rates but low pipeline coverage.

KPI governance: Standardize how weighted forecast is calculated across teams.

Alert Rules

AlertTriggerOwner

Stale DealNo activity 14+ daysSales Manager

Forecast GapCoverage below targetRevOps

Close Date SlipMoved 2+ timesAccount Owner

Interactive Filters

RepRegionLead SourceStageClose MonthDeal SizeProbabilityProduct Line