The Historical Analysis Dashboard provides historical data with comparison capability including annual revenue, opportunities generated, and lost and won.
Dashboard Summary
Questions Answered:
• Opportunities trend
• Comparison of sales reps
• Comparison of won/loss opportunities by industry, lead source, product, type, and country yearly.
• Total open opportunities YTD
• Comparison of sales reps
• And much more…
• Comparison of sales reps
• Comparison of won/loss opportunities by industry, lead source, product, type, and country yearly.
• Total open opportunities YTD
• Comparison of sales reps
• And much more…
Desired outcomes
• Company growth YoY
• Sales rep performances
• Product performance over time
• Sales rep performances
• Product performance over time
Contains
- 10 Charts
Other Salesforce Dashboards
Pipeline Analysis Dashboard
Sales Performance Dashboard
Executive Dashboard
