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Historical Analysis - Summary Dashboard 1

Historical Analysis

- Summary Dashboard

Dashboard Summary

The Historical Analysis Dashboard provides historical data with comparison capability including annual revenue, opportunities generated, and lost and won.

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…

Desired outcomes

• Company growth YoY
• Sales rep performances
• Product performance over time


  • 10 Charts
Historical Analysis - Summary Dashboard 2

Other Salesforce Dashboards

Pipeline Analysis Dashboard

Sales Performance Dashboard

Executive Dashboard