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Sales Performance Metrics
Key performance indicators (KPIs) such as sales growth rate, conversion rate, average deal size, and sales velocity to gauge the effectiveness of the sales team.
Sales Pipeline Visualization
A visual representation of the sales pipeline, showing the number of leads, opportunities, and deals at each stage, along with conversion rates and expected revenue.
Total Sales Revenue
Display the current sales revenue figures, broken down by different time periods (daily, weekly, monthly, quarterly, yearly) and compared to previous periods to identify trends
Highlight the topperforming salespeople,
teams, or regions based
on revenue generated,
deals closed, or other
relevant metrics.
Metrics on customer
acquisition cost (CAC),
customer lifetime value
(CLV), and churn rate to
assess the efficiency of
customer acquisition and
retention efforts.
Breakdown of the sales
funnel stages (e.g., leads,
prospects, opportunities)
with conversion rates and
average time to close
deals.
Visualize sales data on a
geographical map to
identify high-performing
regions and potential
expansion opportunities.
Forecast Accuracy
Evaluate the accuracy of sales forecasts by comparing predicted sales to actual results.
Sales Channel Analysis
Compare the performance of different sales channels (e.g., direct sales, online sales, resellers) in terms of revenue and profitability.
Product/Service Performance
Track the sales performance of different products or services, including best-sellers and slow-movers.
Sales Team Performance
Assess the productivity and effectiveness of the sales team by tracking metrics like call volume, meetings, and quota attainment.
Customer Insights
Demographic and behavioral data on customers, helping identify target audiences and refine marketing strategies.
Sales Goals and Objectives
Display progress toward sales goals and targets, including both short-term and long-term objectives.
Customer Feedback and Sentiment Analysis
Incorporate customer feedback and sentiment analysis from surveys and social media to gauge customer satisfaction and sentiment.
Historical Sales Trends
Analyze historical sales data to identify seasonality, cyclical patterns, and longterm growth trends
Sales by Product Category
Segment sales data by product categories or SKU numbers to identify highperforming product lines
Mobile Access
Ensure that the dashboard is accessible on mobile devices to allow CEOs to monitor sales performance while on the go.
Alerts and Notifications
Set up alerts for significant sales milestones, deviations from targets, or other critical events.
Data Drill-Down
Allow users to drill down into specific sales data for more detailed analysis when necessary.
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