Sales Overview Dashboard

When you opt for Salesmate Overview Dashboard, It comes with 9 Pre-defined loaded widgets

Sales Overview Dashboard brings you the overall report of your sales performance on your screen via 9 Predefined widgets/ Reports.

• Sales overview covers the Deal module completely and provides you reports on every aspect of it with its creative widgets
• It lets you view and analyse how your deals are performing
  • You can view the number of won/ lost deals over the specified period of time
  • You can keep track of the ongoing deals and the total revenue generated as well
  • You can keep track of Sales Pipeline performance

Below is the Sales Overview Dashboard and the widgets / reports it comes with

Following are the widgets with their specification:

• Deal Performance
  • It let users view, how many deals were created and won during a specified period.

• Deal by Source
  • View the source of deals which have generated more number of opportunities in the last 30 days 

• Deals count by stage
  • View the total count of deals present across the various stages of your pipeline

• Deal forecast this year
  • View the deal forecasted value over the time during the specified year

• Revenue by source over time
  
  • View the deal sources which are generating more business over the specified time

• Monthly won deals over the specified year
  
  • View the total value of won deals over the specified year on monthly basis

• Deal value by stage
  • View the total value of won deals present in each stage of your pipeline

• Deal lost reasons
  
  • View the reasons for lost deals specified by the users

• Revenue lost this year
  • View the total revenue lost every month over the specified year