The Sales Cycle Analysis Deep Dive Dashboard has been created and configured for you right out of the box, so your Sales Operations & Sales Leaders have a built-in dashboard based on best practices, utilizing your data.

About the Sales Cycle Analysis Deep Dive Dashboard

What data is included? Opportunities

Who should use it? Sales Operations & Sales Leadership

When to use it? Monthly

Why use it?

• Dive into your sales cycle to analyze how long it takes to close deals, help speed up your sales cycle, and make sure to close losses quickly.

• Evaluate if there are clear differences in the sales cycle between certain regions, lead sources, etc.

• Review the trend of your sales cycle length over the last year.

• Compare your sales cycle for won and lost opportunities.

Usage by Persona

Sales Leaders

When: Monthly when reviewing last month’s metrics

What would you do: Analyze trends in data and evaluate how last month’s sales cycle compares to previous periods. Understand the difference between sales cycles for won and lost opportunities to help optimize your process.

Pre-req Training

Placeholder

This dashboard contains some placeholder cards, click here to learn how to replace these cards with your own data.

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The Sales Cycle Analysis Deep Dive Dashboard

The following rows and cards make up the template of reports we consider best practice for a Sales Cycle Analysis Deep Dive Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Sales Cycle Analysis Deep Dive Dashboard dashboard open in another window as you walk through what's included.

Row 1: How is the company sales cycle trending over time?

• Average Sales Cycle Last 12 Months (Headline)

   

• Average Sales Cycle Last 6 Months (Headline)

   

• Average Sales Cycle Last 3 Months (Headline)

   

• Average Sales Cycle Last Month (Headline)

Row 2: How does our sales cycle for won and lost opportunities compare over time?

• Average Sales Cycle Over Time (Bar Chart)

   

• Average Sales Cycle By Won/Lost Over Time (Bar Chart)

Row 3: How does the sales cycle vary by the time spent in each stage?

• Progression This Month (Progression Placeholder)

Row 4: How is our win rate affected by deal age?

• Opportunity Win Rate By Deal Age At Close (Bar Chart)

   

• Average Days To Win-Loss (Bar Chart)

Rows 5 and 6: How does our sales cycle vary by the segmentation in our business?

Row 5

• Sales Cycle By Lead Source (Bar Chart)

   

• Sales Cycle By Industry (Bar Chart)

Row 6

• Sales Cycle By Rep (Bar Chart)

   

• Sales Cycle By Product (Bar Chart)

Row 7: How do sales cycles change by activity counts?

• Sales Cycle By Number Of Meetings (Bar Chart)

   

• Sales Cycle By Number Of Inbound Emails (Bar Chart)

Row 8: How do the key sales indicators of pushes and the buying group affect our sales cycle?

• Sales Cycle By Number Of Contacts (Bar Chart)

   

• Sales Cycle By Number Of Opportunity Pushes (Bar Chart)

How did we build this dashboard template for you?

The Sales Cycle Analysis Deep Dive Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template: Generic Opportunity Dashboard

• Content-Type: Opportunities

• Filters: Opportunity fields, Account fields, Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.