Sales Opportunities Dashboard

Monitoring the sales pipeline is a massive part of every sales team's daily activity, and that's where the sales opportunities dashboard comes in. This dashboard provides your sales team with a quick glimpse of their pipeline and with that, enables sales teams to forecast revenue and identify opportunities for improvement and growth.

You might be wondering why you need a dashboard if you are already able to see your pipeline on your CRM. A sales opportunities dashboard works alongside your CRM by giving a concise and centralized view of your pipeline, providing you with actionable insights.

Just click below to see a real-time sales opportunities dashboard in action. ⬇️

Boost sales performance with an opps. dashboard

Want to know more? Here are three more benefits that this dashboard will bring to your sales team.

Motivate your team to close more deals

Nothing motivates sales reps more than the anticipation of closing deals. With this dashboard, your sales team will know exactly how much potential revenue is sitting in their pipeline, making them even more driven to close their deals.

Improve sales forecasting

With this dashboard, you can keep tabs on the status of your pipeline and the expected revenue that it will bring you. Use this data to make informed data predictions about future sales and identify potential risks and opportunities.

Work more efficiently

It’s often the case that many salespeople will have several open deals to juggle. Visualizing the status - and size - of your team’s pipeline will give sales reps better insight into which opportunities you need to be focusing on.

With the whole team on the same page, you can better share information, and optimize your operations and everyone will be striving towards the common goal of boosting performance.

What KPIs should you include in the sales opportunities dashboard?

A good sales opps. dashboard should cover the different stages of the opportunity process, all the way from opportunities created to the value of closed won opportunities. Ideally, this dashboard should combine both pipeline value, but also agent performance. Here are some classic KPIs that never go amiss on this dashboard:

• Value of Opportunities Created

This KPI measures the estimated value of opportunities that have been created.

• Number of Opportunities Created

Tracks the raw number of opportunities created over a certain period of time. It's a good idea to split this by individual rep or team to celebrate your top achievers.

• Acceptance Rate

Calculates the percentage of leads that have been qualified by the sales team.

• Most Valuable Opportunities

Dig a little deeper into your opps. by measuring the estimated deal size by company and what stage they are at.

• Opportunities by Sales Rep

Measures the performance of your sales team by digging into individual performance metrics.

• Won Opportunities

As the name suggests, this KPI calculates the value of opportunities that have already been converted.

Some other KPIs that you may want to consider include Acquisition Source, Pipeline Value and Sales Bookings.