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Visual sales analysis (dashboard)

Visual sales analysis (dashboard)

This module allows you to analyze, at a simple glance, the status of your project in the quotation process.

 

Multiple tabs are available in order to make a precise analysis, based on different information.

 

Overview

This tab allows you to see, at a simple glance, the values of the ongoing quotes, your best sales rep, your closing rate as well as the best sales opportunities based on the percentage linked to each sale's steps.

Note that you can filter the information by date or employee in order to have a more specific analysis.

A shortcut to the quote tables is also available at any time through the dashboard. However, make sure to add the same date filters in order to analyze in more detail the same data.

 

 

 

Steps

This tab offers your two tables:

  • Activity History
    Look at your quote’s value at each sale’s step as well a the number of days without any new activity by steps. This will allow you to make a close follow-up on your sales and avoid an opportunity loss.

  • Nb.Project / Step in progress
    Look at the numbers of ongoing quotes by step. This allows you to see the hardest step to overcome in your sales process. As for the filter by employees, it can serve to determine if the workload is adequately dispatched between all your sales rep or if you might lose sales, as a result of an unbalanced amount of work.

Sales

Two tables are again suggested under this tab:

  • Monthly closing rate
    Look at the value for ongoing, closed-won and close-lost quotes, based on the estimated closing date.

  • Sales / Month
    Shows value amount of billed project based on the selected term.

 

Description of relevant fields

Basic data used for the examples below :

Screenshot 2025-07-03 134917-20250703-174917.png

Note that all amounts shown in the tables are before taxes.

“Overview” tab

image-20250703-175309.png

  1. Dates (inclusive) of quote creation ;

  2. Value of awarded quotes that have been converted into orders;

  3. Potential value of ongoing quotes based on the weighting associated with each step (6);

  4. Sum of the value of orders (2) and the ongoing, prorated value (3);

  5. Weighting associated with the step;

  6. Weighted value for each step. In this case, quote #23 with a value of $1,000.00, weighted at 70% gives $700.00. 

“Steps” tab

image-20250703-175440.png

  1. Quote creation date;

  2. Time elapsed since creation;

  3. Gross (unweighted) value of quotes, by step;

  4. Number of quotes, by step;

  5. Total number of quotes..

“Sales” tab

image-20250703-175853.png

  1. Quote creation date;

  2. Average value per project within the given range (1), across all projects;

  3. Steps;

  4. Value in dollars.

 

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