Executive Dashboard
Real-time sales performance metrics and KPIs
Total Revenue
$2.4M
+12.5% vs Q3
Win Rate
68%
+8% vs last month
Active Deals
147
23 in negotiation
Avg. Deal Size
$87K
-5% vs last quarter
Revenue Trend
Pipeline by Stage
Top Opportunities
| Deal | Stage | Value | Close Date |
|---|---|---|---|
| Enterprise Deal - TechCorp | Negotiation | $450K | Dec 15, 2024 |
| Mid-Market - Finance Inc | Proposal | 80K | Nov 30, 2024 |
| SMB Package - Retail Co | Qualification | $75K | Jan 10, 2025 |
Revenue
Quarterly revenue projections and forecasts
Q4 2024 Forecast
$2.4M achieved
Coverage ratio
2025 Projections
Risk Assessment
High Confidence
.9M (68%)
Medium Confidence
$0.8M (29%)
At Risk
$0.1M (3%)
Quarterly Revenue Trend
Revenue by Product Line
Revenue Scenarios
| Scenario | Probability | Revenue | Variance |
|---|---|---|---|
| Conservative | 25% | $2.1M | -12% |
| Expected | 50% | $2.4M | 0% |
| Optimistic | 25% | $2.8M | +17% |
Pipeline
Deals by stages and progression metrics
Prospecting
23 deals.8M
Qualification
47 deals$3.2M
Proposal
31 deals$2.9M
Negotiation
18 deals.7M
Closed Won
28 deals$2.4M
Pipeline Velocity
Stage Conversion Rates
Pipeline Details
| Stage | Count | Total Value | Avg Value | Avg Days |
|---|---|---|---|---|
| Prospecting | 23 | ,840,000 | $80,000 | 12 |
| Qualification | 47 | $3,245,000 | $69,000 | 18 |
| Proposal | 31 | $2,945,000 | $95,000 | 25 |
| Negotiation | 18 | ,735,000 | $96,000 | 14 |
| Closed Won | 28 | $2,415,000 | $86,000 | 8 |
Win/Loss
Deal outcomes analysis and loss reasons
Win Rate
68%
+8% vs last quarter
Loss Rate
32%
-3% vs last quarter
Total Deals
147
Last 90 days
Win/Loss Ratio
Loss Reasons
Recent Wins
TechCorp Enterprise
Won: $450K • Sales Rep: Sarah Chen
Finance Inc Deal
Won: 80K • Sales Rep: Mike Johnson
Retail Solutions
Won: 25K • Sales Rep: Emma Davis
Recent Losses
Manufacturing Co
Lost: $320K • Reason: Price
Healthcare System
Lost: $275K • Reason: Competitor
Logistics Corp
Lost: 95K • Reason: Features
Teams
Individual and team performance metrics
Sarah Chen
Enterprise Sales Lead
Mike Johnson
Mid-Market Rep
Emma Davis
SMB Specialist
John Doe
Enterprise AE
Team Performance Comparison
Revenue by Team
Leaderboard
| Rank | Team Member | Revenue | Deals | Win Rate |
|---|---|---|---|---|
| 1 |
Sarah Chen Enterprise Sales Lead |
$890,000 | 12 | 75% |
| 2 |
Mike Johnson Mid-Market Rep |
$675,000 | 19 | 68% |
| 3 |
JD
John Doe Enterprise AE |
$510,000 | 9 | 71% |
| 4 |
Emma Davis SMB Specialist |
$425,000 | 31 | 82% |
Deals
Detailed deal analysis and breakdown
Deal Size Distribution
Deal Sources
Industry Breakdown
Top Deals This Quarter
| Deal Name | Value | Stage | Close Date | Owner |
|---|---|---|---|---|
| TechCorp Enterprise License | $450,000 | Negotiation | Dec 15, 2024 | Sarah Chen |
| Finance Inc Implementation | 80,000 | Closed Won | Nov 30, 2024 | Mike Johnson |
| Retail Co SMB Package | 25,000 | Proposal Sent | Jan 10, 2025 | Emma Davis |
| Healthcare System Upgrade | $320,000 | Qualification | Jan 25, 2025 | John Doe |
| Manufacturing Integration | $275,000 | Discovery | Feb 05, 2025 | Sarah Chen |
Deal Value Trends
Sales Cycle Analysis
Quarterly
Performance comparison across quarters
Q1 2024
.9M
vs .8M Q4'23
Q2 2024
$2.1M
+10.5% vs Q1
Q3 2024
$2.2M
+4.8% vs Q2
Q4 2024
$2.4M
+9.1% vs Q3
Quarterly Revenue Trend
Win Rate by Quarter
Quarterly Performance Metrics
| Quarter | Revenue | Growth | Deals | Avg Deal Size | Win Rate |
|---|---|---|---|---|---|
| Q4 2024 | $2,400,000 | +9.1% | 28 | $85,714 | 68% |
| Q3 2024 | $2,200,000 | +4.8% | 31 | $70,968 | 65% |
| Q2 2024 | $2,100,000 | +10.5% | 35 | $60,000 | 62% |
| Q1 2024 | ,900,000 | +5.6% | 38 | $50,000 | 59% |