The numbers a sales organisation runs on, each with what it answers and who reads it, all drawn from the same deals, quotes, activities and forecasts the team works in.
Every report here reads the records the team works in. There is no separate reporting store that drifts from the pipeline, and a number on a dashboard drills to the deals, activities or approval steps behind it. Amounts are shown in the reporting currency at the corporate rate, or in the quota currency at the period rate where the report is measured against quota.
Open amount and deal count at each stage, weighted and unweighted, by owner and territory in the reporting currency, with the movement since last week and the deals whose close date slipped between the two weekly snapshots.
Pipeline · View preview
New opportunities and amount added per week by owner, source, campaign, partner and type.
Pipeline · View preview
Closed, commit and best case against quota per rep, with open pipeline as coverage of the quota remaining, rolled up through manager to region at the period rate, with the manager adjustment shown separately.
Forecast · View preview
| Forecast Number | Period | Week Ending | Closed | Commit | Best Case |
|---|---|---|---|---|---|
| FS-15160 | Q1 | 22 Sep | 60 | 230 | 330 |
| FS-69293 | Q2 | 18 Sep | 290 | 350 | 680 |
| FS-99658 | Q3 | 12 Sep | 610 | 430 | 800 |
| FS-21134 | Q4 | 29 Sep | 320 | 900 | 880 |
| FS-53762 | Q1 | 11 Sep | 430 | 660 | 250 |
| FS-96206 | Q2 | 22 Sep | 510 | 640 | 860 |
Deals won and lost in a period by loss reason, competitor, source, campaign, deal size band and industry, including lost renewals by churn reason.
Pipeline · View preview
Days spent in each stage and total cycle length by deal size band and type, from stage history.
Pipeline · View preview
Calls, meetings, emails and demos per rep per week, and the accounts and open deals with no touch in the last thirty days.
Activities · View preview
Contracts by notice deadline month with owner, annual value, renewal risk and the status of the renewal opportunity, and the value not renewed with its churn reason.
Renewals · View preview
Blended discount by rep, product family and deal size, with the approvals requested, how each was decided and the quotes that expired unanswered.
Quotes · View preview
Approval conditions.
Accounts, contacts, open pipeline and closed revenue by territory and sub-territory, with unowned accounts flagged, and the before and after of a modelled realignment.
Accounts · View preview
| Account Number | Account Name | Industry | Tier | Type | Owner |
|---|---|---|---|---|---|
| ACC-70636 | Account 788 | Software | Strategic | Prospect | CH |
| ACC-33912 | Account 463 | Manufacturing | Key | Customer | GF |
| ACC-64097 | Account 802 | Distribution | Strategic | Partner | MJ |
| ACC-27605 | Account 688 | Services | Key | Former | AY |
| ACC-42602 | Account 181 | Healthcare | Strategic | Prospect | ZC |
| ACC-38511 | Account 705 | Finance | Key | Customer | NV |
Leads by source, channel and campaign through working, qualified, accepted and converted, with time to first touch and time to convert.
Pipeline · View preview
No reports are assigned to this role. Select Everyone to see all reports.
Open amount and count at each stage, weighted and unweighted, by owner and territory, with the change since last week and the deals whose close date slipped between the two weekly snapshots. The first screen of every pipeline review.
New opportunities and amount added per week by owner, source, campaign, partner and type. The question a sales leader asks before the coverage question.
Closed, commit and best case against quota per rep, with open pipeline as coverage of the quota remaining, rolled up through managers to regions, with the manager's adjustment shown apart from the rep's number.
read by Sales Development Rep
| Forecast Number | Period | Week Ending | Closed | Commit | Best Case |
|---|---|---|---|---|---|
| FS-15160 | Q1 | 22 Sep | 60 | 230 | 330 |
| FS-69293 | Q2 | 18 Sep | 290 | 350 | 680 |
| FS-99658 | Q3 | 12 Sep | 610 | 430 | 800 |
| FS-21134 | Q4 | 29 Sep | 320 | 900 | 880 |
| FS-53762 | Q1 | 11 Sep | 430 | 660 | 250 |
| FS-96206 | Q2 | 22 Sep | 510 | 640 | 860 |
Days at each stage and total cycle length by deal size band and type, from stage history. Shows where deals stall and how long a commit really takes to close.
Won and lost deals for a period by loss reason, competitor, source, campaign, size band and industry, including lost renewals by churn reason.
read by Sales Development Rep
Calls, meetings, emails and demos per rep per week, and the open deals and accounts with no touch in the last thirty days.
Accounts, contacts, open pipeline and closed revenue by territory and sub-territory, with unowned accounts flagged, and the before and after of a modelled realignment.
read by Sales Development Rep
| Account Number | Account Name | Industry | Tier | Type | Owner |
|---|---|---|---|---|---|
| ACC-70636 | Account 788 | Software | Strategic | Prospect | CH |
| ACC-33912 | Account 463 | Manufacturing | Key | Customer | GF |
| ACC-64097 | Account 802 | Distribution | Strategic | Partner | MJ |
| ACC-27605 | Account 688 | Services | Key | Former | AY |
| ACC-42602 | Account 181 | Healthcare | Strategic | Prospect | ZC |
| ACC-38511 | Account 705 | Finance | Key | Customer | NV |
Leads by source, channel and campaign through working, qualified, accepted and converted, with time to first touch and time to convert.
Blended discount by rep, product family and deal size, with the approval steps requested, how each was decided, and the quotes that expired unanswered.
Approval conditions.
Contracts by notice deadline month with owner, annual value, renewal risk and the status of the renewal deal, the at-risk value by quarter, and the value not renewed with its churn reason.
read by Sales Development Rep
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