Case Study / Sales Dashboard

Sales dashboard

Below dashboards that were created:

— Daily, Weekly, and Monthly Revenue Dashboard

  • Revenue with daily, weekly, and monthly granularity.
  • Original source type alongside revenue figures.
  • Enable selection filters for different time periods.

— Revenue by AE (Account Executive) Dashboard

  • Monthly revenue generated by each AE.
  • Include data on units closed and package types (basic, essential, & complete).
  • Highlight top performers and areas for improvement.

— AE Activities Dashboard

  • Showcase AE activities on a daily, weekly, and monthly basis.
  • Provide a comprehensive view of efforts and productivity.
  • Include metrics like emails sent, calls made, meetings scheduled.

— Sales Pipeline by Count (AE) Dashboard

  • Display sales pipeline by deal count, specific to each AE.
  • Include details of sales activities and last contact date.
  • Enable filtering and sorting by AE.

— Deals Created Today (Lead Status) Dashboard

  • Show MQL (Marketing Qualified Lead) + PQL (Product Qualified Lead) deals created daily by each AE.
  • Group data by AE.
  • Summarize total number of leads created today by PQL/MQL/SQL (Sales Qualified Lead).
  • Provide breakdown by lead status for better visibility.

— Deal Stage Funnel Dashboard

  • Display deal totals and conversion rates through each stage of the sales funnel.
  • Ensure accurate tracking of deals moving through each stage.
  • Include stages like Meeting Scheduled, Decision Phase, Free Trial Initiated.

— Monthly Revenue by Team Dashboard

  • Offer an overview of revenue generated by each sales team.
  • Help assess team performance and identify areas for support.

— All-Time Revenue by AE Dashboard

  • Provide historical revenue data for each AE.
  • Track long-term performance and contributions.

— Sales Pipeline by Dollar Value and Count Dashboard

  • Capture the sales pipeline in terms of both dollar value and deal count.
  • Monitor health and progress of the pipeline.

— Pipeline Movement Analysis Dashboard

  • Visualize and analyze movement within the sales pipeline.
  • Highlight changes and conversions between stages.
  • Include stage-to-stage movement details.

— Comparison to Prior Months Dashboard

  • Compare current pipeline data against previous months.
  • Facilitate trend analysis and performance benchmarking.
  • Include a bar graph with a full view of pipeline movement.

— Deal Velocity Monitoring Dashboard

  • Measure time taken for deals to move through various sales stages.
  • Identify areas where deals may be getting stuck.

— Deal Forecasting Dashboard

  • Utilize HubSpot’s deal forecasting features for future revenue prediction.
  • Valuable for revenue planning and sales strategy alignment.

— Conversion Rate Analysis Dashboard

  • Monitor conversion rates at each sales funnel stage.
  • Pinpoint areas for strategy refinement and conversion improvement.

— Touchpoints Analysis Dashboard

  • Analyze the number of touchpoints made before deals are closed or lost.
  • Identify trends and areas of opportunity.

— Closed Lost Reason Tracker Dashboard

  • Visualize reasons for deals being closed as lost.
  • Break down data by AE to identify trends and opportunities.