New customers, opportunity value, contract value, payment collected, sales rankings and funnel conversion rates — from directors to frontline reps, every role sees the metrics they care about. Leadership no longer waits for finance to consolidate monthly and quarterly reports; the dashboard refreshes every day.
A dashboard isn't just pretty charts — it's about every role seeing their own key numbers
New customers, opportunity value, contract value and payment collected for the month / quarter / year, with YoY and MoM comparisons at a glance
Rankings across three dimensions — individual / team / region — with signed value / collected value / follow-up count boards coexisting, instantly sparking a competitive team spirit
Conversion rate and duration at every stage — lead → customer → opportunity → contract — to find where the funnel leaks
Probability-weighted rollup of next quarter's expected signed value by stage, with real-time alerts on forecast vs. target gaps
How many follow-ups each rep made this month, how many customers covered, what their effectiveness rate is — lazy reps are spotted instantly
The boss can pull out a phone on the road and see sales data, instead of waiting until month-end for a report
Weekly Contract Value ($K)
The home screen consolidates the 6-8 most critical metrics: new customers, opportunity value, contract value, payment collected, funnel conversion rate, sales rankings. Click any card to drill down to detailed data, then to a specific customer / opportunity detail. From overview to detail in 3 clicks.
"Old Zhang has signed 800K this month" — pinning the leaderboard to the top lets numbers do the talking, so managers don't need to praise verbally in weekly meetings. Multiple boards coexist to fit different KPI dimensions: signed value, collected value, new customers, follow-up count.
Per-stage Conversion + Avg Duration
Lead-to-customer conversion 30%, customer-to-opportunity 50%, opportunity-to-contract 25% — focus on whichever link is low. Each rep's funnel shape differs, so managers can coach precisely: rep A has high lead conversion but slow opportunity progression, rep B is the opposite.
Review weekly team rankings + funnel conversion, coach lagging reps precisely, and forecast quarterly attainment
Compare sales performance across sub-regions, so resource allocation (marketing budget / customer assignment) is evidence-based
Check your own monthly signed value and gap to target every morning, and proactively adjust follow-up strategy
See lead quality and final closed value by channel, with attribution data flowing back into the next budget allocation
The dashboard's data comes from the business data accumulated across CRM modules
Source of metrics like new customer count / customer activity / collaboration distribution
Source of opportunity value / stage distribution / conversion rate / weighted forecast
Source of contract value / collected value / renewal rate / overdue amounts
Source of lead count / channel distribution / conversion rate / score distribution
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