Sales Dashboard

Owned by Lead Liaison

Last updated: Feb 21, 2020 by Ryan Schefke

5 min read

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.