Appointment Scheduled Deals: analyze the conversion rate from lead to appointment quickly and estimate future revenue, manage time efficiently, and improve conversion rates by following the Appointment Scheduled Deals metrics for appointments or meetings with potential customers.

Decision Maker Involved Deals: follow-up efforts on nurturing the relationship with the right individuals and have a reduced sales cycle by prioritizing deals with a higher chance of closing.

Presentations Scheduled Deals: track your prospect progress, identify leads that show a higher level of engagement, and tailor your follow-up and nurturing strategies throughout sales process.

Qualified Deals: reduce the risk of pursuing unqualified leads and reduce churn by focusing efforts on prospects with genuine intent to purchase. Estimate future revenue based on the number of qualified leads in one glance, helping with budgeting and resource planning.

Deal Amount by Stage: maximize sales effectiveness by tracking the KPI helping you optimize resource allocation, prioritizing leads and opportunities, and addressing potential roadblocks in high-value deals to ensure successful closures.

Deals Created Over Time by Type: overview your historical trends to inform sales strategies, guide goal setting, make data-driven decisions, and optimize your sales efforts.

Deal Stage by Close Date: enhance your sales planning, track the progress of deals, and ensure that opportunities are advancing through the pipeline as expected by following real-time data in a dashboard.

Lost Deals by Reason: easily pinpoint areas that need improvement, and share this information with product, marketing, and development teams to make informed business decisions in an easy-to-understand format. Quickly approach messaging or tactics to address common objections or issues that lead to lost deals.

Deals Won by Amount and Close Date: get fast insights into revenue generation, trend analysis, sales velocity, and forecasting to optimize sales strategies and do faster performance evaluations.

More Efficient Sales Pipeline Management: get a clear and structured view of your sales pipeline, making it easier to manage leads and opportunities at different stages while streamlining the process of moving prospects through the funnel.

Real-Time Data and Insights: get fast real-time data on leads and opportunities, allowing you to monitor progress, track changes, and make informed decisions on the spot.

Fast Insights on Potential Problems: understand the status of deals and get visual cues to help you identify opportunities, bottlenecks, and trends.

Lead Prioritization: prioritize leads based on their stage in the sales funnel and their likelihood of conversion. This ensures that your team focuses their efforts on the most promising opportunities.

Data-Driven Decision Making: with access to key performance indicators (KPIs) and metrics, you can make data-driven decisions to optimize your sales strategies, target specific market segments, and adjust your tactics for better results.

Collaboration: it’s easy to share insights with every department by ensuring everyone has access to the same data and insights, by simply sharing the dashboard with a click or exporting it, annotating it, and sending it in chat.

Sales Forecasting: historical data and trends provided by the dashboard allow for more accurate sales forecasting. You can estimate future revenue based on past performance and make informed budget and resource allocation decisions.

Performance Evaluation: sales managers can use the template to evaluate individual sales representatives’ performance and assess the overall team’s success.