CRM Dashboard

1. Total Metrics:
   • Total Leads: 3,000
   • Total Deal Value: $8.3M
   • Closed Deal Value: $931.3K
   • Conversion Rate: 11.6%
   • Lost Rate: 2%
2. Leads & Deals by Product:
   • Leads by Product: SAAS (43%), Services (38%), Custom Solution (19%)
   • Deal Value by Product: Services (40%), SAAS (38%), Custom Solution (22%)
   • Conversion Rate by Product: SAAS (35%), Custom Solution (33%), Services (32%)
3. Leads by Sales Agent:
   • Laura Thompson leads in deal value with $218.6K (93 closed leads), followed by Michael Brown and Jessica Martinez.
4. Conversion Rate by Country:
   • Netherlands leads with 15.0%, followed by Portugal (13.7%) and Spain (13.2%).
5. Closed Deal Value by Month:
   • Closed deal values fluctuate between $0K and $200K per month, with actual closed deals often lower than expected closed deals.
6. Time to Close Deals:
   • The average time to close a deal is 63 weeks, with some variations depending on the product and sales agent.

Insights:

1. High Conversion Rate for SAAS Products:
   • SAAS has a higher conversion rate (35%) compared to other products, indicating it's performing well. Focusing on SAAS might yield even higher deal values and lead conversion improvements.
2. Performance Discrepancies Among Sales Agents:
   • Laura Thompson and Michael Brown are consistently closing the most valuable deals. Identifying and emulating their strategies could boost the overall performance of other sales agents.
3. Potential Improvement Areas:
   • There's a significant gap between expected and actual closed deal values, indicating potential overestimation or underperformance. Strategies to bridge this gap should be explored.
4. Regional Focus for Growth:
   • Countries like the Netherlands, Portugal, and Spain show higher conversion rates, suggesting they are strong markets. Expanding efforts in these regions could lead to higher deal closures.
5. Lead Loss Rate is Low:
   • With a 2% lost rate, most leads are retained, but it is still crucial to analyze the reasons behind lost leads to further improve retention.
6. Efficiency in Deal Closures:
   • Some agents, like Sarah Davis and David Wilson, close deals faster (52-54 weeks). Their methods could be shared across the team to reduce the time to close deals.