1.Potential Clients Contacted: Provides a quick overview of the number of clients that have been contacted per quarter. For example, this graph, coupled with the slicers (#6) and the other graphs can help an organization determine whether to increase/decreases the sales efforts among other things.
2.Opportunity Probability Pipeline: Quick overview of the number of opportunities and its respective odds. Keeping tabs on the expected odds of winning a contract can be detrimental to a company sales pipeline strategy, helping to determine whether to increase or decrease efforts(money) in certain business developments (BD) to maximize organization’s success.
3.Opportunities by Sales Segments: Provides an overview of which sales segments are having more or less success. This information can help drive decisions such as increasing focus in the areas with higher profitability/odds, dropping segments that don’t seem to pan out, etc.
4.Opportunities by Region: Provides a view of the major regions that your organization covers in relation to the number of opportunities at hand. This information can help guide sales efforts (E.g. Should we search for other clients in the Asian market to decrease our dependency on Canada?).
5.Pipeline Stage: The pipeline stage helps the organization to keep track of the number of opportunities in each pipeline stage according to the parameters set in the slicers. This information coupled with other graphs and filtering information such as Sales Executive can help the organization keep track of how certain executives are moving forward with their sales and whether they are keeping a healthy pipeline. This information can also be filtered into by Sales Segment, helping to determine whether the pipeline is trending in the right trajectory.
6.Lead Method: The ‘Lead Method’ graph can help organizations determine the varying degrees of success per lead method, helping to jumpstart further inquiry over why certain lead methods are succeeding while others may not and whether there is a need for a change in sales strategy.
7.Slicers: [Sales Region], [Sales Segment], [Sales Executive], [Pipeline Stage], [% Prob], [Year] and [Quarter] these slicers can be used to dig into the visualizations to better understand what is happening throughout the CRM journey.