Sales Executive Overview
Sales health at a glance: what changed, why it changed, and what is at risk in the quote book and the unbilled backlog.
All areas
Dashboard area
Sales
25 dashboards · 4 workspaces · 63 pages
Pipeline, revenue, pricing, channels and win-loss, from lead to order. Every dashboard below is finished and ready to run on your data. Book a demo to see them live, page by page.
WorkspacesSales PerformanceSales & CRMQuotes & InvoicingRetail & D2C
WorkspaceSales Performance7 dashboards
Revenue Performance
How revenue is doing, what explains its change, which families, segments, markets and channels carry it.
Quotes & Conversion
The open quote book and its age, and how well the quotes issued turn into orders.
Backlog & Invoicing
How much is won but not yet billed, how old it is, whether it is being worked down, and whom to bill first.
Price & Volume
Whether the change in revenue comes from units sold, from unit prices or from the product mix.
Customer & Product Performance
Who buys, how the customer base is doing, and which product families and products drive the revenue and its change.
Sales Seasonality
When sales happen, whether the year repeats, and which product families and channels have their own season.
WorkspaceSales & CRM5 dashboards
Pipeline Command Center
How healthy the open pipeline is, what is likely to close and when, where the demand comes from, whether it converts: the sales cockpit.
Funnel, Stages & Demand
How far the leads of the period get, where they get stuck or lost, and what demand comes in.
Win/Loss & Sales Cycle
Whether we win enough of what we decide, and how deal size and cycle length move the win rate.
Salesperson Performance
Who turns conversion into revenue, who is set up for the next quarter, and where coaching pays.
Lost Reasons Analysis
Which reasons lose deals, how often and how expensively, and where each reason strikes.
WorkspaceQuotes & Invoicing8 dashboards
Quote Command Center
What the company quotes and what becomes of it, why it loses and who converts, the open book and its expired part, the credit notes: the sales desk's cockpit.
Win & Loss
Why quotations are lost, whether it improves, and where the losses sit.
Decision Speed
How long customers take to answer, whether slowness costs the deal, and where the friction sits.
Open Quote Book
Expired quotes that still look like pipeline. Clean the book.
Credit Notes
What gets credited back, at what rate, why, and where it concentrates.
Customer Portfolio
Where the quoted value concentrates, and which customers convert it.
Deal Size Performance
How each deal size converts, how fast it decides and is invoiced, and how the mix moves.
Quote to Invoice
The won quotations followed into invoices: what still waits, since when, and for which customers.
WorkspaceRetail & D2C5 dashboards
Retail Command Center
What the tills and the web shop sell, what drove the change, each store's day and year, the web shop against the tills, the basket and the payment mix: the retail cockpit.
Boutique Performance
Store against store: what each earns per selling day, how it grows, and which months carry it.
Basket & Product Mix
What a basket is worth, how baskets are distributed, and which products make them.
D2C & Web Shop
The online channel: whether it gains weight, what sells online, and who buys and comes back.
Store Traffic
When the tills are busy, per selling day, and what the peaks are made of.