Sales Dashboard

Executive overview of pipeline and performance

Total Order Intake
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Closed won revenue
MS Order Intake
--
Managed Services
PS Order Intake
--
Professional Services
Total Margin
--
All categories
MS Margin
--
Managed Services
PS Margin
--
Professional Services
Weighted Pipeline
--
Weighted open deals
Total Pipeline
--
Open opportunities
Win Rate
--
Avg Deal Size
--
Avg Sales Cycle
--
Days to close
Open Leads
--
Open Deals
--

Pipeline by Stage

Revenue Mix

Leaderboard

OwnerWonDealsAvg Size

Target Attainment

OwnerTarget (Margin)Actual MarginRevenue%Progress

Overdue Deals

DealOwnerAmountProjected CloseDays Overdue

Stale Opportunities

DealOwnerAmountLast ActivityDays Stale
🔮

The Crystal Ball Dodgers

Sales PersonDeals Missing DateValue at RiskStatus
👻

The Margin Phantoms

Sales PersonDeals Missing MarginRevenue (no margin)Status

Month Forecast

Best Case
--
Committed
--
Likely
--

Quarter Forecast

Best Case
--
Committed
--
Likely
--

Annual Forecast

Best Case
--
Committed
--
Likely
--
Last synced: --

Leads

Track and manage inbound leads

Total Leads
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New This Month
--
By Source
--
Conversion Rate
--
Name Company Email Owner Source Status Created Last Activity Age

Deals

Pipeline deals and revenue tracking

Close Date: to Projected Close: to
Total Revenue
--
Total Margin
--
Avg Revenue
--
Avg Margin
--
Deals
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Deal Name Company Owner Revenue Margin Stage Close Date Projected Close Category Last Activity

Margin Targets

Yearly margin attainment — track what matters

Deals with no Projected Close Date

Sales Person Deals Missing Date Value at Risk

Deals with No Margin Set

Sales Person Deals Missing Margin Revenue (no margin)

Forecast

Revenue forecasting and projections

Best Case
--
All open + won
Committed
--
Probability ≥ 80%
Likely
--
Probability ≥ 50%
Won
--
Closed-won revenue

Forecast by Owner

Owner Won Committed Likely Best Case

Forecast by Category

Category Won Committed Likely Best Case

Forecast Trend

Projected Close Heatmap

Revenue Mix

Breakdown by service category

Revenue

Professional Services
--
Managed Services
--
Software
--
3rd Party
--

Margin

Professional Services
--
Managed Services
--
Software
--
3rd Party
--

Won Revenue by Category

Monthly Trend by Category

Category Breakdown

Category Won Revenue Margin Deals % of Total Avg Deal Size Share

Revenue Mix by Owner

Owner Total PS MS SW 3rd Party

Win/Loss Analysis

Performance insights and loss analysis

Total Won
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Total Lost
--
Win Rate
--
Pipeline Leakage
--

Wins & Losses by Owner

Win/Loss Over Time

Loss Reasons

Reason Count Value Lost % of Losses

Close Rate by Owner

Owner Won Lost Win Rate Trend

Sales Briefing

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Search

Search across your sales data
Type to search deals, companies, contacts and owners

Settings

System configuration and administration

User Management

Email Role Admin Created

Add New User

Service Category Rules

Match Type Pattern Category Priority

Add New Rule

🎯

Team Total Targets (Annual)

Set the overall sales team targets. The delta between these totals and the sum of individual targets becomes the Sales Lead's MIG (Massively Important Goal).

Yearly Margin Targets

Set annual margin targets per sales person. Margin is calculated from won deals — using HubSpot margin if available, otherwise a default 20% of deal value.

Sales Person Margin Target Year

Sync Controls

Last sync: --
Status: --
Timestamp Type Status Records Duration

Detail

Detail