Tracking sales performance shouldn’t mean diving into spreadsheets.
Our Sales Dashboard gives you instant visibility into what matters most.
Sales vs Targets
This widget shows your progress at a glance.
On the left, compare your value target against actual revenue.
On the right, see volume targets versus jobs won
All updated in real time based on jobs marked “Won” this month/year where you are the first owner.
Conversion % YTD
This widget reveals your win rate trends over a rolling 12-month period.
Watch how your conversion percentages shift month-by-month.
Calculated from estimated job values and count of jobs across Won, Open, and Lost statuses using award dates.
Sales Target Forecast
This widget breaks down exactly what you need to succeed.
See your sales target, won business value, and the remaining gap.
Track your percentage of target achieved against your progress through the year.
Factor in Hot Prospects—jobs with 50%+ probability—to understand your realistic pipeline potential and forecast with confidence.
No more guesswork. Just clear data that helps you prioritize the right opportunities and hit your numbers.