Dashboards
Sales dashboard
Insight into pipeline, forecast and margin, without weekly Excel work.
What it involves
Sales dashboard
We connect your CRM and ERP and build a sales dashboard covering the full funnel: from lead to invoice. Including forecast, conversion rates, margin per product and performance per account manager, always current.
- Pipeline and forecast per stage and period
- Conversion and cycle time per source
- Revenue and margin per customer and product
- Performance per account manager or region
- Connects to Salesforce, HubSpot, Dynamics and more
- Targets and alerts when behind plan
Approach
How we approach this
01
Sources
Connect CRM, ERP and quoting systems.
02
Funnel
Make stages and definitions unambiguous.
03
Dashboard
A report per role: leadership, sales, team.
04
Rhythm
Embed it in your sales cycle.
Outcome
What it delivers
A more reliable forecast
Faster steering on margin
Less time spent on reporting
Want to talk through your data question?
No sales pitch: a short 15-minute call with one of our specialists. Call us or leave your number.