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Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.
Sales Performance
Closed revenue by rep, region and product, and how the book is trending.
DashboardSalesAny industryWhat it needs from your data
| Needs | a revenue or money column, a category (~10 values) |
|---|---|
| Optional | dates for trends, 10 more |
What is on it
Performance shown above
- Closed value over time Area chart
- Won against lost by region Grouped bar chart
- Where the value sits Treemap
- Deal size spread by rep Box plot
- Region against product Heatmap
- How long each source takes to close Ranking chart
Win & loss shown above
- Win rate by product line Ranking chart
- Where deals are won and lost 100% stacked bar chart
- How long a win takes against a loss Box plot
- Which sources convert Pareto chart
- Deal size against confidence Scatter plot
- From source to outcome Sankey