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KPIs & Reporting

Overview

Key Performance Indicators (KPIs) and Reporting Dashboard

This section provides comprehensive tracking and reporting tools for sales performance, pipeline management, and business metrics.

Available Dashboards

Business KPI Dashboard

📊 Live Business Metrics: View Business KPI Dashboard

  • Revenue Tracking: Monitor monthly and quarterly revenue
  • Sales Performance: Track individual and team metrics
  • Pipeline Health: Analyze deal flow and conversion rates
  • Customer Metrics: Track customer acquisition and retention
  • Regional Performance: Monitor performance across markets

Pipeline Dashboard

  • Sales Pipeline Overview: Track deals through all stages
  • Conversion Rates: Monitor stage-to-stage progression
  • Revenue Forecasting: Predict future revenue based on pipeline
  • Activity Metrics: Track calls, meetings, and follow-ups

Performance Dashboard

  • Individual Performance: Track sales rep metrics
  • Team Performance: Compare team member results
  • Goal Achievement: Monitor progress against targets
  • Historical Trends: Analyze performance over time

Business Intelligence

  • Revenue Analytics: Track revenue growth and trends
  • Customer Insights: Analyze customer behavior and patterns
  • Market Analysis: Monitor industry trends and competition
  • ROI Metrics: Measure return on sales investments

Getting Started

  1. Review Current KPIs: Check existing dashboards and reports
  2. Set Goals: Define target metrics for your role
  3. Track Progress: Monitor performance against targets
  4. Analyze Trends: Use data to improve sales strategies

Need Help?

Contact the sales operations team for: - Dashboard access and training - Custom report creation - KPI goal setting and tracking - Performance analysis and insights

🤖 Ask Appgain Biz Dev