Sales Dashboard

Overview

The Sales Dashboard summarizes quotes status, completion rates as well as revenue per user.

Contents

The Sales Dashboard includes the following sections:

• Total Amount Signed: Shows the total money amount of quotes signed this month and its change rate comparing against other months
• Signed Quotes: Shows the total number of signed quotes this month and its change rate comparing against the previous month
• Pending Quotes: Shows the total number of pending quotes this month and its change rate comparing against the previous month
• Average quote amount: Shows the average quote amount this month and its change rate comparing against the previous month
• Top Sales Reps By Signed Quotes: Ranks your sales reps by how many quotes they signed in the selected period (Last 30 days, this month, this quarter, this year, last month, last quarter, and last year)
• Top Sales Reps by Revenue: Ranks your sales reps by how much revenue they generated in the selected period (Last 30 days, this month, this quarter, this year, last month, last quarter, and last year)
• Average Quote Amount: Shows average quote amount over the selected period (month, quarter, and year)
• Average Days To Sign: Shows the average number of days it takes to sign a quote over the selected period (month, quarter, and year)
• Sent quotes vs Signed Quotes: Shows the total number of sent and signed quotes over the selected period (month, quarter, and year)
• New Customers: Shows the total new customers over the selected period (Last 30 days, this month, this quarter, this year, last month, last quarter, and last year)