Forecast Health Dashboard
Insight into the stage of opportunities and forecast category performance.
Rolling 90-Day Pipeline
View pipeline over the last 90 days by forecast category, with the option to filter further.
Quarterly Summary Dashboard
View “gap to quota” overall and for specific forecast categories.
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.