The Win Rate 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 Win Rate 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 win rate to analyze where win rates are low, and how to increase them.

   

• Evaluate if there are certain regions, lead sources, etc. with higher win rates.

   

• Discover key inflection points in your data to better focus sales efforts by knowing what engagement leads to won opportunities.

   

• Identify optimization opportunities by analyzing large drop-offs in your conversion metrics.

Usage by Persona

Sales Leaders

When: When reviewing last month’s metrics

What would you do: Analyze trends in data and evaluate how last month’s win rate compares to previous periods. Review both trends over time, and dive deeper into what types of deals have high win rates. Evaluate the level of engagement that results in won deals.

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 Win Rate Analysis Deep Dive Dashboard

The following rows and cards make up the template of reports we consider best practice for a Win Rate 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 Win Rate Analysis Deep Dive Dashboard dashboard open in another window as you walk through what's included.

Rows 1 & 2: Is the company win rate trending up or down over the last 12 months?

Row 1

• Opportunity Win Rate Last 12 Months (Headline)

• Opportunity Win Rate Last 6 Months (Headline)

• Opportunity Win Rate Last 3 Months (Headline)

• Opportunity Win Rate Last Month (Headline)

Row 2

• Opportunity Win Rate Over Time Last 12 Months (Created Date) (Bar Chart)

• Opportunity Win Rate Over Time Last 12 Months (Close Date) (Bar Chart)

Rows 3 & 4: At what stage in your sales process is the team having trouble converting?

Row 3

• Opportunity Stage Conversion Funnel Last 12 Months (Placeholder)

• Opportunity Stage Conversion Funnel Last 6 Months (Placeholder)

• Opportunity Stage Conversion Funnel Last 3 Months (Placeholder)

Row 4

• Opportunity Win Rate By Count Trailing 12 Months (Pie Chart)

• Opportunity Win Rate By Value Trailing 12 Months (Pie Chart)

• Opportunity Win Rate By Value Range (Bar Chart)

Rows 5 & 6: How does our win rate vary by the segmentation in our business?

Row 5

• Opportunity Win Rate By Lead Source (Bar Chart)

• Opportunity Win Rate By Industry (Bar Chart)

Row 6

• Opportunity Win Rate By Rep (Bar Chart)

• Opportunity Win Rate By Product (Bar Chart)

• Opportunity Win Rate by Contact Roles (Bar Chart)

Row 7: What are common characteristics in your sales process across past won deals?

• Opportunity Win Rate By Number Of Meetings (Bar Chart)

• Opportunity Win Rate By Number Of Inbound Emails (Bar Chart)

Row 8: How do the key sales indicators of pushes, number of contacts, and age impact win rate?

• Opportunity Win Rate By Number Of Contacts (Bar Chart)

• Opportunity Win Rate By Number Of Opportunity Pushes (Bar Chart)

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

How did we build this dashboard template for you?

The Win Rate 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.