Sales Dashboard
- 1 Overview
- 2 Finding the dashboard
- 3 Top Menu
- 4 Reports
- 4.1 Forecasted Revenue
- 4.2 Productivity
- 4.3 Deal Volume
- 4.4 Deal Amount
- 4.5 Closed Deal Amount and Value
- 4.6 Top Customers
- 4.7 Detailed Forecast
- 4.8 Leaderboard
- 4.9 Productivity by Rep
- 4.10 Sales Trend Report
- 4.11 Sales Cycle
- 4.12 Lost Deal Trend
- 4.13 Total Sales Cycle
- 4.14 Lost Deals
- 4.15 Deals Source
- 4.16 Pipeline by Deal Stage
- 4.17 New Deal Trend
- 4.18 Deal Starters
Overview
The sales dashboard is a central place to view how your sales deals and pipelines are performing.
Finding the dashboard
You can find all your dashboards from the menu on the left side of your screen.