This dashboard provides an overview of quarterly sales performance metrics, with a focus on opportunities won and lost across different time periods and by individual sales agents.
- Top Left Section: The "Total Opportunity" table displays the count of sales opportunities for each quarter in 2017, summing up to 4,238 opportunities by year-end.
- Deal Stage Breakdown: Below the total table, a breakdown shows opportunities by their outcome (won or lost), indicating a higher number of won opportunities (1,196 in Q4) but a slight decline from Q3.
- Opportunities Won Card: In the top center, a large card highlights the total won opportunities (1,196) for Q4, with a red indicator showing a decrease of 61 compared to the previous quarter.
- Win Percentage Pie Chart: A pie chart beside the "Opportunities Won" card shows the win percentage visually, using blue for won and orange for lost, providing a quick view of success rates.
- Sales Agent Table: The table at the bottom left lists each sales agent and the number of opportunities they handled by quarter, with Darcel Schlecht having the highest count for Q4 at 94.
- Sales Agent Bar Chart: On the bottom right, a bar chart ranks agents by their Q4 performance, visually reinforcing the top performers and allowing for quick comparisons among team members.
This dashboard offers a clear snapshot of sales effectiveness by quarter, deal stage, and individual agent contributions.