Sales Dashboard Guide
The Sales Dashboard gives you a real-time view of your team’s performance across five key metrics. All metrics can be filtered by pipeline, assigned user, and date range to focus on specific segments of your business.
Accessing the Dashboard
- Navigate to Sales > Dashboard from the sidebar.
- The dashboard loads with data from all pipelines and all users by default.
- 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 are in each pipeline stage along with the total monetary value per stage. Use it to identify bottlenecks. For example, if a large number of deals are stuck in the Proposal stage, your team may need to focus on moving those forward.
Revenue Forecast
The revenue forecast calculates a weighted projection of expected revenue. For each open deal, the system multiplies the deal value by the linked opportunity’s probability percentage. The sum of these weighted values gives you a realistic estimate of incoming revenue.
For example, a deal worth $10,000 with a 60% probability contributes $6,000 to the forecast. Deals without a linked opportunity (or with a probability of 0) do not contribute to the forecast.
Win Rate
Win rate measures the percentage of deals closed as Won out of all deals that reached a terminal stage (Won or Lost). This metric tracks your team’s effectiveness over time. The dashboard also shows the raw counts of won and lost deals for context.
Conversion Metrics
Conversion metrics show two rates:
- Lead-to-Opportunity: The percentage of leads that were converted to opportunities. Calculated as converted leads divided by total leads.
- Opportunity-to-Deal: The percentage of opportunities that were converted to deals. Calculated as opportunities with a linked deal divided by total opportunities.
These rates help you understand how efficiently prospects move through your funnel and where drop-off occurs.
Funnel Summary
The funnel summary provides a breakdown of your entire sales funnel in one view. It groups counts by:
- Leads: Counts per status (New, Contacted, Qualified, Unqualified, Converted)
- Opportunities: Counts per pipeline stage
- Deals: Counts per pipeline stage
Stages are displayed in the order defined by your pipeline configuration. This gives you a quick snapshot of where all your records sit across the funnel.
Filtering Dashboard Data
All five metrics respond to the same set of filters:
- Pipeline: Select a specific pipeline to see metrics for that pipeline only.
- Assigned User: Filter by a specific team member to review individual performance.
- Date Range: Set a start and end date to analyze a specific time period.
Filters are applied across all dashboard widgets simultaneously, so you always see a consistent view.
Tips for Using the Dashboard
- Review the pipeline distribution weekly to catch deals that are stalling in a particular stage.
- Compare win rates across team members to identify coaching opportunities.
- Use conversion metrics to evaluate the quality of your lead sources. A high lead-to-opportunity rate from a particular source indicates strong lead quality.
- Check the funnel summary at the start of each week for a quick health check on your pipeline.