Sales opportunities dashboard

What is a sales opportunities dashboard?

A sales opportunities dashboard is designed to provide a quick snapshot of your prospective customers. An ‘opportunity’ generally refers to a customer who is more qualified than a ‘lead’ or a ‘prospect’ (but these terms do differ, place to place). As such, they tend to be used in more ‘high-touch’ sales roles where the sales team have a good sense of how well opportunities are progressing. These types of dashboards can cover a number of areas including how many opportunities you have, how you acquired them, how valuable they are, and at what stage they sit within the sales pipeline.

Focus area

Sales pipeline

Who looks at it?

Sales Director

How often?

At least once a week

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