SMARTSHEET DASHBOARDS

Lead Generation: This dashboards measures the rate at which leads are being generated by your marketing efforts. It reflects the effectiveness of your strategies in attracting potential customers to your sales funnel. Key metrics include: Lead Velocity, conversion rates, ROI, CAC and total funnel.

The outbound lead funnel dashboard tracks key metrics essential for evaluating the effectiveness of outbound marketing efforts. It provides insights into lead generation, conversion rates, and the overall return on investment (ROI) of outbound campaigns. 

The BDR (Business Development Representative) lead dashboard monitors key metrics crucial for assessing the performance of outbound initiatives, alongside predefined goals and quotas. It offers insights into lead generation rates, conversion metrics, and the achievement of set targets. 

Visibility into sales performance across specific territories or regions, including metrics such as quota attainment and funnel progression. It enables sales managers to track sales representatives' progress towards meeting their assigned quotas and assess the health of the sales pipeline in each region. 

The individual sales funnel dashboard offers detailed insights into the performance of each sales representative's pipeline, showcasing metrics such as quota attainment and funnel progression on a personal level. It enables sales professionals to track their progress towards meeting assigned targets and sales pipelines. 

 The organization-wide sales funnel dashboard provides a comprehensive view of the entire sales process, including goals and attainment metrics across different regions or territories. It allows stakeholders to monitor the progress of each region in meeting its sales targets and assess the overall health of the sales pipeline. 

The sales heat map dashboard visualizes the sales pipeline dynamics using variables like critical path, best-case scenarios, pipeline progression, and forecasted outcomes to align with predefined targets and goals. It provides a dynamic overview of sales performance, enabling stakeholders to identify key areas of focus and potential bottlenecks in the sales process.  

The deals heat map dashboard utilizes variables such as critical path, best-case scenarios, pipeline progress, and forecasted outcomes to gauge the likelihood of individual deals meeting targets and goals. It offers a visual representation of deal progression and potential outcomes, aiding in the identification of high-value opportunities and potential risks 

At the deal level, the dashboard employs variables like critical path analysis, best-case scenarios, pipeline progression, and forecasted outcomes to pinpoint potential blockers hindering deal closure. It provides granular insights into each deal's journey, facilitating the identification of obstacles and bottlenecks in the sales process 

The SaaS metrics dashboard offers a comprehensive view of essential performance indicators, including Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC). It enables SaaS businesses to track the long-term profitability of acquiring and retaining customers while assessing the efficiency of their acquisition strategies 

 The Churn Metrics Dashboard aggregates data from various sources to provide a comprehensive overview of customer attrition trends. It categorizes churn by customer segment, geographic region, and reasons, allowing for targeted interventions. Additionally, the dashboard tracks key performance indicators (KPIs) to assess the effectiveness of retention strategies and drive informed decision-making. 

The Integrated Business Performance Dashboard provides a snapshot to Marketing, Sales, Customer Success, and Finance KPI's with drill down capabilities. Track essential indicators such as Net Dollar Retention (NDR), Churn Rate, Sales Pipeline Velocity, alongside an array of other KPI's. Gain unparalleled insights into your company's holistic performance, empowering data-driven decisions.