Sales Pipeline Tracker
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- $34.00
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Tabs & Features Analyses
Google Sheets & Excel Version
Dashboard Section 1
Comprehensive Sales Performance Overview
- Sales Leaderboard: Monitor team rankings based on revenue, fostering healthy competition and motivation among sales members.
- Activity Breakdown: Analyze the engagement levels with charts representing calls, emails, and meetings conducted by the team.
- Monthly Revenue & Deals: Assess trends with a detailed monthly breakdown of deals and revenues, enabling informed strategic planning.
Dashboard Section 2
Salesperson Performance Analytics
- Conversion Ratio Analysis: Evaluate each salesperson's effectiveness through conversion ratios, indicating the percentage of successful deals.
- Individual Sales Revenue: Compare individual contributions to total revenue and identify the salespersons with the highest contributions.
- Deal Stage Breakdown: Examine the number of deals per salesperson at different stages (ongoing, won, lost, on hold) for pipeline analysis.
Salesperson Tab - Review
Detailed Sales Analysis and Tracking
- Deal Management: Manage deals with essential columns: Date, Activity, Customer, Product, Value, Stage, and Notes.
- Sales Target Tracking: Monitor monthly sales target achievement with a progress bar, encouraging goal-oriented behavior.
- Activity Overview: A bar chart showcases calls, emails, and meetings conducted in the current month for performance tracking.
Salesperson Tab - Thorough Analysis & Breakdown
Advanced Sales Metrics and Reporting
- Visual Deals Breakdown: Swiftly gauge performance with a breakdown highlighting won deals in green, lost with strikethrough, and others normally.
- Activity Effectiveness Analysis: Understand which activities (calls, emails, meetings) are most effective in closing deals.
- Monthly Sales Trend Analysis: Examine monthly sales patterns for data-driven decision-making and sales strategy optimization.
