Sales dashboard and targets

See pipeline, wins, win rate, sales velocity and forecast against target, by period and by rep.

For: Sales managers and reps

Steps

Open MetriSales → Dashboard.
Pick This month, This quarter, This year or Last 90 days, and choose a rep (or All reps) and select Apply.
The top cards show open and weighted pipeline, wins, win rate, average deal size, sales velocity, close ratio, average time to win, quote approval time and quota attainment.
Pipeline by stage shows the value and number of open deals in each stage of your default pipeline.
Forecast vs target adds the wins so far to open deals expected to close in the period, weighted by stage probability, and compares them with the target.
The rep leaderboard ranks reps by won value, with win rate, open pipeline, quota and attainment. Select a rep to see the dashboard for that rep.
To set targets, admins go to Settings → Targets & assistant, enter the won value per month for the company and each rep, and select Save targets.

Reps see figures for the deals they are allowed to see.
Amounts are in MYR; deals in other currencies are counted but not added to the totals.
Sales velocity is open deals × average deal size × win rate ÷ average days to win.

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