Pipeline & Sales Dashboards
Sales pipeline and revenue dashboards that give sales leaders real-time visibility of deal flow, team performance, forecast accuracy and conversion rates. Connects to CRM data to build views that sales managers actually use — without switching between multiple tools.
Pipeline stage visualisation
Visual pipeline views showing deal volume and value at each stage — Kanban boards, funnel charts and stage-by-stage conversion rates — giving sales managers a clear picture of where the business is in its sales cycle and where deals are stalling.
- Pipeline stage summary: deal count and value per stage
- Funnel chart showing stage-by-stage conversion rate
- Kanban board view of active deals per stage
- Deal age indicator: days in current stage
- Overdue deals: deals past expected close date
- Stage transition history per deal
- Win/loss breakdown by stage where deals exit the pipeline
- Pipeline comparison: current period vs. prior period
Revenue forecast dashboard
Revenue forecasting dashboard that projects expected revenue from the pipeline — weighted by deal probability, adjusted for historical accuracy and compared against quota — giving sales leaders a realistic view of whether the team will hit its number.
- Weighted pipeline forecast: deal value × stage probability
- Forecast vs. quota tracking per salesperson and team
- Best case, committed and likely forecast scenarios
- Historical forecast accuracy: previous period forecast vs. actuals
- Rolling 3-month and 12-month forecast view
- Deal slippage alert: deals moved to later close date
- New business vs. renewal forecast split
- Forecast export for finance planning integration
Salesperson performance metrics
Individual salesperson performance dashboards showing activity, pipeline contribution and results — giving managers visibility of who is on track, who needs support and what activity levels drive the best outcomes.
- Per-salesperson: calls, emails, meetings, demos logged
- Pipeline created: new deals added by salesperson this period
- Revenue closed: won deals and revenue vs. target
- Win rate by salesperson and by deal size band
- Average deal size and average sales cycle length
- Activity-to-outcome ratio: activity per deal closed
- Leaderboard view for team motivation
- Manager view: all reps in one table with RAG status vs. quota
Lead source attribution
Lead source and channel attribution tracking — showing which marketing channels, campaigns and activities generate the pipeline that eventually closes, so marketing budget is allocated to what actually drives revenue, not just lead volume.
- Pipeline and revenue by lead source: web, referral, outbound, events
- Campaign attribution: which campaigns create closeable pipeline
- Cost per opportunity and cost per closed deal by source
- Lead-to-opportunity conversion rate by source
- Multi-touch attribution: weighted credit across touchpoints
- UTM parameter capture and source-to-close tracking
- Channel ROI comparison: revenue/cost per channel
- Source trend: growing and declining channels over time
Deal health scoring
Deal health scoring system that flags at-risk deals based on engagement signals — no activity for X days, close date passed without progress, missing contact information or stakeholder disengagement — giving sales managers the information they need to intervene.
- Deal health score: composite of activity, recency and engagement
- At-risk flag: deals with no activity in configurable period
- Missing information alert: no next step, no decision-maker contact
- Close date slip tracking: number of times close date moved
- Email engagement signal from CRM activity log
- Competitor mention alert from call notes or CRM field
- Coaching queue: ranked list of deals needing manager attention
- Deal health trend over pipeline lifetime
Win/loss analysis
Win/loss analysis dashboard that identifies the patterns behind deals that are won and lost — by deal size, competitor, lead source, salesperson, industry and objection reason — feeding insights back into sales training, product positioning and pricing strategy.
- Win rate by deal size, segment, industry and territory
- Loss reason breakdown: price, competitor, timing, no budget
- Competitive win/loss rate per named competitor
- Win rate by salesperson for coaching and training identification
- Time-to-close comparison: won vs. lost deal cycle length
- Lost deal recovery tracking: re-engaged and eventually won
- Quarterly win/loss trend with root cause commentary
- Win/loss survey automation: post-decision feedback from prospects