Pipeline Maintenance Dashboard
Sales reps can view their opportunity pipeline and take action directly in Tableau.
Quota Scoreboard Dashboard
Review progress to quota across the team and highlight specific team members for review.
Revenue Operations Dashboard
Translate your data into revenue insights in real time, giving you competitive and timely intel to make key decisions.
Team Member Activity
This dashboard provides managers comprehensive insight into the activites done by members of their team.
Opportunity Pipeline
This dashboard provides managers with insights into the opportunities that are in the pipeline.
Money Movement
See the inflow and outflow of money through a client over a designated period of time.
Referral Pipeline
This dashboard provides managers with detailed insights into their team’s referrals.
Book of Business
This dashboard provides managers their total accounts/entities and insight into their team’s AUM (assets under management).
Metrics Leaderboard
See how your team is tracking in aggregate and across nine different metrics
Clustered Whitespace
Find whitespace not just based on “sold” and “not sold”; also see which products are associated with active deals