Metrics Leaderboard (Tableau)
See how your team is tracking in aggregate and across nine different metrics.
Booked+Weighted Pipeline vs Quota (Tableau)
Show progress towards Quota Attanment via a stacked bar side-by-side with a solid bar.
Analyzing Pipeline Changes with Revenue Intelligence
With this Revenue Intelligence solution enhancement from Atrium, see monthly pipeline movement,
Banking Scorecard Dashboard
Insight into new customers, deposit product pipeline, consumer lending, and partner referrals.
Converted Partner Referrals Dashboard
Insight into team referrals, referrals that convert into opportunities, and more.
Forecast Summary Dashboard
Get an overall summary of key KPIs surrounding forecasting with varied visualizations.
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.