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Sales Dashboard

What data is in the Sales Dashboard?

Christian Martin avatar
Written by Christian Martin
Updated over 2 months ago

GlassHives sales dashboard is a crucial tool for any sales team, providing real-time visibility into key performance metrics and sales activities. It consolidates data from multiple sources into an easy-to-read format, enabling teams to track progress toward goals, identify trends, and make data-driven decisions. By offering insights into performance, pipeline status, and customer interactions, a well-designed sales dashboard enhances accountability, promotes transparency, and empowers sales teams to focus on high-priority opportunities. Ultimately, it helps businesses optimize their sales strategies, boost productivity, and improve revenue outcomes.

  • To reach the Sales Dashboard click on the "Sales" icon located on the nav bar followed by the "Dashboard" tab.

From here you will find the following information:

  • The Total Aggregate Data houses Company Leads, Meetings, Opportunities, and Wins and displays the Total from beginning of time. 

  • Monthly Revenue and Activity Quotas

Sales Revenue Quota: provides an overview of the sales team monthly quota versus the actual opportunities that have been created for the month.

Activities summary are very important because it will help you understand how many calls, emails, notes, and meetings are needed on a monthly basis to meet the quota. 

Top performers: Identifies which team members have strengths in certain areas.

Conversion rates: Helps you understand how many leads are needed to create meeting, opportunities, and wins

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