sales-metrics-dashboard
Treat sales as a math problem. Know your numbers, find the leaks, fix the right stage.
Nodig
- pipeline-data — Current opportunities, stages, values, dates, owners, activities, and reporting scope.
- reporting-period — Existing dashboard plus new period pipeline, activity, conversion, and revenue observations.
- funnel-metrics — Stage counts, conversion rates, cycle time, targets, and comparison period.
- revenue-target — Revenue goal, average deal size, stage conversions, working days, and current capacity.
Zo vraag je het
- Build me a sales metrics dashboard for this week
- I need to close $100K this month — what's my daily outreach target?
- My close rate is 15% — what's wrong and how do I fix it?
- Where is my funnel leaking? Here are my numbers: [paste stats]
- Generate a weekly sales report from my pipeline data
Oplevert
- activity-targets (markdown)
- funnel-audit (markdown)
- sales-dashboard (markdown)
- sales-weekly (markdown)
- {scope}/60-SALES/activity-targets-{date}.md
- {scope}/60-SALES/funnel-audit-{date}.md
- {scope}/60-SALES/sales-dashboard-{date}.md
- {scope}/60-SALES/sales-weekly-{date}.md
Niveaubeginner
Invoerconversation
Uitvoerdocument
Vereist[none]
Rollen[Head of Sales]