Sales Dashboard

(Path: https://account.solidperformers.com/sales_dashboard )

1. The target amount and the achieved target
2. Expected pipeline value for this month. This data will be fetched from the deal module based on your expected closure value, probability of closure and expected closure date.
3. The total number of deals in pipeline for this month’s closure
4. Total active leads which were received less than 60 days and still active
5. Total active deals which were received less than 60 days and still active
6. New leads received / added in the current ongoing month
7. New deals added in the current ongoing month
8. The leads which are not moving to the next stage for over 90 days
9. The deals which are lost in this month
10. The closure value of last month
11. The total closure vs the total leads received this month
12. Graphical representation of the payment received in this month vs last month. The payment needs to be added under the Income module.
13. Expected pipeline value for the next 12 months. This data will be fetched from the deal module based on your expected closure value, probability of closure and expected closure date.
14. Target vs Achieved Value in percentage
15. You can set the target for your users from here