This document contains multiple dashboards and charts summarizing sales pipeline, conversion rates, opportunities by representative, comparisons of won and lost opportunities, opportunities that have changed in value or close date, opportunities at risk of being lost, top performing marketing campaigns, win rates by lead source, sales activity, and sales efficiency. Key metrics included a 19% win rate, $3.1M total pipeline value in the next 90 days distributed among representatives, 2299 opportunities won in the last 12 months, and 31 opportunities that changed in the last 7 days.

1. Dashboards PPT

2. Understanding historical pipeline trends
PIPELINEPIPELINE
Why is our pipeline changing?
249 opportunities created
100
100
50
50
0
Q3 2012 Q4 2012 Q1 2012 Q2 2012
PipelineCount
Created Count
Won Count
Lost Count
Flow
Count of Opportunities in Pipeline

3. Know your conversation rates by stage
What are our conversion rates for closed
opportunities?
19% win rate for opportunities with close dates int the pervious 12 months.
Custom
Opportunity Count
Present Solution
Qual
Technical Fit
Closing
Deal
OpportunityStage Last This To Date Trailing
70 300 900 12M
1,074
658
61%
47%
77%
85%
311
239
202

4. Measuring pipeline by individual rep.
How much does each employee have in
their pipeline?
$3,157,990 total value in the pipeline in the next 90 days.
Custom Last This To Date Trailing
70 300 900 12M
Bob Hoskins
Russ Tamblyn
Nancy Olson
Don Murray
Oct
Nov
Dec
Jan
$0 $25k $50k $75k $100k $125k $150k $175k $200k $225k $250k $275k

5. Compare won & lost opportunities
How do won and lost opportunities compare?
2299 opportunities created in the pervious 12 months were subsequently won.
35
30
25
20
15
10
5
0
Custom Last This To Date Trailing
70 300 900 12M
SELECTION
AverageDays
Opp stage Demo stage Trial stage Repeat all stage
Won
Lost

6. Which opportunities have changed
close dates or value?
Custom Last This To Date Trailing
70 300 900 12M
31 opportunities have changed in the pervious 7 days.
17.5k
26 Aug 2013__ 02 Sep 2013
Opportunity #7.41
Owner Max Plan ck
Close Date
Value
Stage
Stage 2
Was
Was Now
Now
10 Sep 2013 08 Dec 2013
$14,700 $8,400
15k
12.5k
10k
7.5k
5k
2.5k
ok
15-jul 5-Aug 26-Aug 16-Sep 7-Oct
Close Date
Value
28-Oct 16-Nov 9-Dec

7. Which oppn. are at risk & need a en on?

8. Which campaign converted the most sales?

9. Lead Source Vs Win rates

10. Sales Ac vity
PERFORMANCE

11. Ac vity of a Representa ve

12. Sales Efficiency

13. Thanks