Sales Leader Dashboard: Revenue and Pipeline

Created by Sasha Bauer on May 29, 2024 at 11:07 am

    Team Filter

🚨 Pipeline Action 🚨

Hyper2000 Focus Accounts with Low Engagement (Engagement Level < 25)

592

Max 500

Accounts That Need Planning (Account Scorecard Less than 25%

71

Max 50

Closing this Quarter without InfoSec Involvement

16

Max 0

Boost Pipeline Creation

Account Plan Completion - Focus Accounts (average %)

40%

Min 50%

Email Inbound Replies from Executives(AEs)

Last 30 Days

19%

Min 30%

Upcoming Customer Meetings (AEs)

Next 30 Days

412

Min 350

Accounts without Executives Engaged

159

Max 0

Pipe Creation by Team

Last Quarter

Created with Highcharts 11.3.0Sales EastSales Westnull$0$1M$2M$3M$4M$5M

🔥 Executive KPIs

% AE Time spent with Prospects

Last 30 Days

27%

Min 40%

% AE Time spent with Customers

Last 30 Days

21%

Min 20

% AE Time spent with Partners

Last 30 Days

6

Max 10

Pipeline this quarter

$164M

Min $112M

Revenue closed this Quarter

$31M

Min $37.5M

Revenue closed for the year

$74.5M

Min $150M

🚨Deal Execution Action 🚨

Current Quarter Pipeline with Low Engagement

$650,000

Max $0

Committed Pipeline with Low Engagement

$282,000

Max $0

Deals without Executive Activity

Last 30 Days

12

Max 0

Stage 2+ Deals that Need Deal Qualification

47

Max 0

🩺 Post Sales Account Health

Account Health

Created with Highcharts 11.3.0Customer SuccessTeam EastTeam WestnullGreenRedYellow020406080100