Sales dashboard

The Sales dashboard is Dashboard, the first entry under Sales in the menu, above Pipeline and List. It answers three questions on one page: how much is in play, which deals need you, and where prospects drop out before they become customers.

There is no date range and no filter. Every figure covers all open deals and all prospects as they stand today.

The three numbers

The strip at the top is the same one that sits above the pipeline board:

• Open pipeline: the total amount of every open deal, with the number of open deals beneath it.
• Weighted pipeline: each open deal's amount multiplied by its stage's probability, with the share of the open pipeline it represents. It has no time horizon, so a deal expected to close next year counts as much as one closing this week. Read it as the quality of the pipeline, not as a forecast.
• To follow up: how many open deals are overdue or stalled.

When open deals are in more than one currency, the dashboard says so and shows a separate total per currency rather than adding them together. A deal with no currency counts in the organisation's default currency.

Needs you

Needs you lists every open deal that carries a warning, with a count beside the heading. A deal carries at most one:

• Past due date: its expected close date has passed. This one wins when both apply.
• Stalled: nothing has happened to it for 30 days or more, counted from the last time the deal was edited or moved between stages. The chip shows how many days.

Each row shows the deal, its customer and the warning. Click it to open the deal's panel and act on it without leaving the dashboard. When nothing is overdue or stalled, the list says Nothing needs you right now.

Sales funnel

The Sales funnel follows prospects from first contact to a won deal. It has one band per prospect stage, in the order your stages are set up, then Deal open, then Won.

The bands count how many ever reached that point, not how many sit there today. A prospect at the third stage is counted in the first, second and third bands, and a converted prospect is counted in every prospect band. Prospects marked as lost are left out entirely, and so are lost deals.

• Deal open counts open deals plus won deals.
• Won counts won deals.

Each band shows its count and a bar sized against the first band. Where some, but not all, of a band reaches the next one, the band shows the percentage that drops off.

Beneath the bands, Biggest leak names the step that loses the largest share, for example Contacted → Qualified: 60% of Contacted prospects never reach Qualified. That is the step worth working on first.

Drop-off needs a minimum of data to mean anything. Until the first band holds at least 5 prospects, the funnel shows the counts only and asks you to add more prospects.

Prospects and deals are counted separately, so a deal created without a prospect behind it can make a deal band larger than the band before it.

When the page is empty

A company with no open deals, no prospects and no won deals sees a single starting screen, No deals yet, with New deal above it for those who may create deals. A company that has won deals but has nothing open still sees the full dashboard.

Who sees it

Anyone with a sales role sees the dashboard. Sales Operator and Sales Manager also get the New deal button and can work the deals they open from Needs you. Sales Viewer reads only.

Example use cases

• Start the week by clearing Needs you: chase the deals past their close date, then the ones that went quiet.
• Check whether the weighted pipeline is a small share of the open pipeline, a sign that most of the value sits in early, unlikely stages.
• Find the stage where prospects stall, using Biggest leak, before deciding where to spend sales time.
• Compare the funnel before and after a prospecting campaign to see whether more companies reach a deal.