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
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