Any and every interaction within your organization and with your customers, prospects, vendors, and partners is a data point. This massive amount of data can either be immensely valuable to your business — or completely overwhelming.
Whether or not your data is a burden or a boon depends on your ability to analyze and visualize it in a way your team members can understand (regardless of technical expertise) and use those insights to make better decisions. Good visualizations can bridge knowledge gaps, promote cross-functional collaboration, and enable better customer experiences.
Using Tableau’s powerful visualization capabilities, Atrium’s Snowflake Consulting and analytics experts have built custom Snowflake analytics dashboards to help you put your data to work, for increased sales efficiency and productivity.
Anonymized Sales Leaderboard
Salespeople are naturally competitive, and leaderboards are a great way to gamify their work and provide a little extra motivation. But if you want reps to see how they rank against their peers while keeping other names anonymous, this dashboard makes it easy.
You can anonymize the leaderboard at the individual contributor level but make all data available for sales managers and leaders, so they can see how each individual on the team ranks. It’s also a quick way for managers to see which reps are hanging around at the bottom of the standings, and provide some additional help or coaching.
Sales Metrics Leaderboard
Not to be confused with the Anonymized Sales Leaderboard, this dashboard lets you see how reps are tracking (and enjoy a little friendly competition) across several different performance metrics, including:
- Highest sales YTD
- Smallest gap to quota
- Highest quota attainment %
- Most deals won
- Largest pipeline
- Largest weighted pipeline
- Most open opportunities
Opportunities at Risk Scatter Chart
With this scatter chart, you can see how current opportunities are tracking based on their duration. View open opportunities by deal size and compare their duration to your team’s average days to close for both closed-won and closed-lost opportunities.
This gives both reps and managers better visibility to ensure the team is focused on the right opportunities, and that deals at risk are flagged early. It also lends to a more predictable sales forecast.
Opportunity 360
When your sales reps are working on closing a deal, they need quick access to the full picture of that opportunity, with all relevant details in the same place. This 360 dashboard shows (and links out to) the most important, up-to-date opportunity insights, including:
- Assets
- Revenue
- Days until close
- Days since last activity
- Account info
- Products
- Competitors
- Team members
Quota Scoreboard
With the Quota Scoreboard, your sales managers can view progress to quota across the team and drill down to review where each rep currently stands.
The top section of the dashboard has multiple sales performance metrics at a glance for each rep, including their quota, # of opportunities closed, YTD sales, % quota attainment, projected gap to quota, and projected sales (based on current sales + weighted pipeline). It also displays YTD quota achievement for each rep, with a clickable list of their current opportunities.
Account Analysis Dashboard
Knowledge is power, especially when it comes to understanding your existing accounts and how they compare to other accounts in the same industry. With this scatter plot dashboard, you can easily analyze and compare account data based on factors such as:
- Annual Revenue
- Open Pipeline (Dollar Amount)
- Average Days to Close
- Total open opportunities
Activity Planning & Tracking Dashboards
Set your activity plan by evaluating who in your portfolio should be contacted next. Identify which contacts are overdue for a meeting. Review your upcoming activity schedule by week and which contacts Einstein suggests.
Salespeople have plenty to do and often have a large number of contacts they can reach out to, but whom and what activities should they prioritize? Tableau can help answer this question by using data to rank-order contacts based on the right criteria.
With the Activity Planning dashboard, your sales team members can see a list of client contacts prioritized by things like how many days it’s been since someone reached out to the contact or how much time has passed since the last meeting.
You can also include predictive elements in your dashboard (e.g., a rank ordering based on which contacts Einstein recommends the rep meet with). And for the sales managers, this info is available in aggregate, so they can keep an eye on how team members are doing and whether they’re coming close to their number of suggested meetings.
The Activity Tracking Dashboard empowers sales managers and revops leaders to visualize and analyze activities across multiple dimensions, such as market, industry, manager, and sales rep.
By customizing data points and applying filters, you can identify trends and relationships over time, with the flexibility to adjust timelines and views. Spot correlations (e.g., activity counts linked to specific sales reps or regions) and oppportunties to increase investment, or uncover areas to dig in more with coaching or enablement.
Opportunities Dashboard: Which Opportunity to Focus On
Good prioritization can make or break a sales rep hitting their quota, so knowing which opportunities to focus on can have a major impact. We built this dashboard so sales teams can clearly see which opportunities fall into certain forecast categories, which ones are approaching their close date, and any that are currently stuck, so they know where to spend their time and effort and can jump right into the corresponding records.
Whitespace Dashboards
With the basic and advanced whitespace dashboards, you can flag opportunities to sell additional products within an account. It goes beyond whether a product is “sold” or “not sold” and uncovers whitespace by also looking at which products are associated with active deals in the pipeline.
Whitespace Dashboard in action: Read how Atrium helped a leading global tech company make their Snowflake data actionable and uncover whitespace opportunities in their installed base.
Pipeline Shortfall Dashboard
To have any shot of hitting their quotas, sales reps need sufficient pipeline. The Pipeline Shortfall Dashboard visualizes an individual’s projected sales vs. quota while identifying the additional bookings and pipeline they will need to hit their quota (based on average close rate). You can also hover over each rep’s bar chart to drill more into the value of each metric.
Booked + Weighted Pipeline vs. Quota
Sales leaders need to know how reps are tracking toward their targets and how their open pipeline will help them reach their goals. With the Booked + Weighted Pipeline vs. Quota Dashboard, you can easily see bookings (closed-won deals) and weighted pipeline (total pipeline adjusted for likelihood to win). Leaders can also quickly compare how each rep is projected to perform against their goals.
Ready to get more from your Snowflake data?
If you’ve invested in Snowflake as your data platform, you want to be sure you’re taking full advantage of its capabilities. The SnowPros at Atrium can help. Check out our Snowflake consulting services to learn more.
