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Page 1: Trendy reports

Dashboards PPT

Page 2: Trendy reports

Understanding historical pipeline trends

PIPELINE

PIPELINE

Why is our pipeline changing?249 opportunities created

100

100

50

50

0

Q3 2012 Q4 2012 Q1 2012 Q2 2012

Pip

elin

e C

ount

Created Count Won CountLost Count

Flow

Count of Opportunities in Pipeline

Page 3: Trendy reports

Know your conversation rates by stage

What are our conversion rates for closed opportunities?19% win rate for opportunities with close dates int the pervious 12 months.

Custom

Opportunity Count

Present Solution

Qual

Technical Fit

Closing

Deal

Opp

ortu

nity

Sta

ge

Last This To Date Trailing

70 300 900 12M

1,074

658

61%

47%

77%

85%

311

239

202

Page 4: Trendy reports

Measuring pipeline by individual rep.

How much does each employee have intheir pipeline? $3,157,990 total value in the pipeline in the next 90 days.

Custom Last This To Date Trailing

70 300 900 12M

Bob Hoskins

Russ Tamblyn

Nancy Olson

Don Murray

Oct

NovDec

Jan

$0 $25k $50k $75k $100k $125k $150k $175k $200k $225k $250k $275k

Page 5: Trendy reports

Compare won & lost opportunities

How do won and lost opportunities compare?2299 opportunities created in the pervious 12 months were subsequently won.

35

30

25

20

15

10

5

0

Custom Last This To Date Trailing

70 300 900 12M

SELECTION

Ave

rag

e D

ays

Opp stage Demo stage Trial stage Repeat all stage

Won

Lost

Page 6: Trendy reports

Which opportunities have changed close dates or value?

Custom Last This To Date Trailing

70 300 900 12M

31 opportunities have changed in the pervious 7 days.

17.5k

26 Aug 2013__ 02 Sep 2013

Opportunity #7.41

Owner Max Plan ck

Close Date

Value

StageStage 2

Was

Was Now

Now

10 Sep 2013 08 Dec 2013

$14,700 $8,400

15k

12.5k

10k

7.5k

5k

2.5k

ok15-jul 5-Aug 26-Aug 16-Sep 7-Oct

Close Date

Valu

e

28-Oct 16-Nov 9-Dec

Page 7: Trendy reports

Which oppn. are at risk & need a�en�on?

Page 8: Trendy reports

Which campaign converted the most sales?

Page 9: Trendy reports

Lead Source Vs Win rates

Page 10: Trendy reports

Sales Ac�vity

PERFORMANCE

Page 11: Trendy reports

Ac�vity of a Representa�ve

Page 12: Trendy reports

Sales Efficiency

Page 13: Trendy reports

Thanks