The Sales Dashboard gives you a real-time view of team performance across five metrics: pipeline distribution, revenue forecast, win rate, conversion metrics, and a sales funnel summary. Open it from the Sales group in the sidebar, and filter every metric by pipeline, assigned user, and date range to focus on the segment you care about.
Open the dashboard
- Open the Sales Dashboard from the Sales group in the sidebar.
- By default it loads data from all pipelines and all users.
- Use the filter controls at the top to narrow by a specific pipeline, team member, or date range.
Pipeline distribution
This metric shows how many deals sit in each pipeline stage along with the total value per stage, split into a deal count by stage and a deal value by stage view. Use it to spot bottlenecks. If many deals are stuck in Proposal, for example, that stage may need attention.
Revenue forecast
The revenue forecast is a weighted projection of expected revenue. For each open deal, ISO Mate multiplies the deal value by the linked opportunity’s probability, and the sum gives a realistic estimate. A deal worth 10,000 with a 60 percent probability contributes 6,000 to the forecast. Deals with no linked opportunity or a probability of 0 do not contribute.
Win rate
Win rate is the percentage of deals closed as Won out of all deals that reached a terminal stage, Closed Won or Closed Lost. The dashboard also shows the raw won and lost counts for context, so you can track team effectiveness over time.
Conversion metrics
- Lead to Opportunity: the share of leads converted to opportunities, calculated as converted leads divided by total leads.
- Opportunity to Deal: the share of opportunities converted to deals, calculated as opportunities with a linked deal divided by total opportunities.
These rates show how efficiently prospects move through your funnel and where drop-off occurs.
Sales funnel summary
The funnel summary breaks down your entire funnel in one view, grouping counts by:
- Leads: counts per status (New, Contacted, Qualified, Unqualified, Converted).
- Opportunities: counts per pipeline stage.
- Deals: counts per pipeline stage.
Stages appear in the order defined by your pipeline, giving you a quick snapshot of where records sit across the funnel.
Filter the dashboard
- Pipeline: view metrics for a single pipeline.
- Assigned User: review an individual team member’s performance.
- Date Range: analyze a specific period with a start and end date.
Filters apply across all widgets at once, so every metric reflects the same view.
Tips for reading the dashboard
- Review pipeline distribution weekly to catch deals stalling in a stage.
- Compare win rates across team members to find coaching opportunities.
- Use conversion metrics to judge lead source quality. A high lead to opportunity rate from one source signals strong leads.
- Check the funnel summary at the start of each week for a quick health check.
The metrics draw on the records described in Understanding the Sales Process Flow, and you configure stages in Managing Your Sales Pipeline.
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