This dashboard uses Salesforce data to track sales pipeline in terms of customer, industry, sales rep and opportunity stage.
The benefits delivered from this analysis include:
- Quantifying expected sales at each opportunity stage to provide a more accurate forward-looking view of revenue
- Assess the performance of sales reps to identify those that may require additional training or support
- Highlight slow-moving deals to motivate sales reps and managers to focus on closing these deals
- Segmentation of opportunities to highlight key industries/customers to focus on and to identify potential strategies to address low-performing segments
CONTACT THE ANALYTICS AND DATA INSIGHTS TEAM