Dashboard

Sales KPI Dashboard – Insights On-Demand

Pipeliner Sales KPIs (Key Performance Indicators) Dashboard is built so that everyone on the sales team can easily see and interpret the dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. to make better, more informed decisions.

Visual Insights Mean Everything

Part of being able to deal with the complexity of B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. sales—on both the sales and the buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. sides—is the use of reports to better chart your way. Pipeliner makes these insights visual, and yet another example is our KPIs feature.

Data is only useful if you can easily access it, interpret it—and then use it to make better decisions. In Pipeliner we deliver visual KPIs to do exactly that.

We deliver 27 popular, pre-built KPIs that you can use to immediately analyze business for a single rep, a sales unit or territory, or a whole sales team. These include:

• Win Rate by Opportunity Value
• Lost Reasons
• PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. Velocity
• Pipeline Overview
• Pipeline ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. Rates Chart
• Pipeline Drop-Off Rates
• Won vs. Goal
• Lost vs. Goal
• Count of Overdue Opportunities
• Total Won Opportunities
• Total Lost Opportunities
• Top Accounts by Won Opportunities
• Top Accounts by Lost Opportunities
• Top Accounts by Open Opportunities

As with many other Pipeliner features, your KPI view is totally customizable. Pick any report and immediately add it to your view. They’re always right before you when you need them.

Also applicable within the KPI settings are Pipeliner’s powerful Profile features—allowing you multiple lenses through which to view your KPIs, and diverse targets for measuring with KPIs. View an individual, a sales unit, or an entire sales team, and utilize differing filters with which to slice and dice the data.

KPIs is yet another intuitive, powerful reporting tool, part of the total Pipeliner experience.

Totally Customizable

As with many other Pipeliner features, your KPI view is totally customizable. Pick any report and immediately add it to your view. They’re always right before you when you need them.

You can easily drag-and-drop charts wherever you need them in your dashboard.

Also applicable within the KPI settings are Pipeliner’s powerful Profile features—allowing you multiple lenses through which to view your KPIs, and diverse targets for measuring with KPIs. View an individual, a sales unit, or an entire sales team, and utilize differing filters with which to slice and dice the data.

KPIs is yet another intuitive, powerful reporting tool, part of the total Pipeliner experience.