Dashboard
Key sales metrics for 2026 — revenue vs target, pipeline, win rate and attainment.
Year
Revenue
Target Attainment
Win Rate
Open Pipeline
Avg Deal Size
Avg Sales Cycle
Inside Sales
Proposal
Bidding
Accreditation
New Project Acceptance
Sales FunnelQualified opportunities grouped by pipeline stage. Each bar is the total deal value in that stage, filtered by when deals were created within the selected period.
Pipeline value by stage.
ForecastOPEN opportunities only (won/lost excluded). Each deal's value is placed in the month of its Expected Close Date and grouped by win probability — High ≥70%, Medium 40–69%, Low <40%.
Open pipeline by expected close month & probability.
Revenue vs TargetTeam shows total WON revenue per month vs the monthly Target. Individual breaks each month down by account manager — one merged bar per manager where the Actual fills a translucent blue Target track (with a target line), colour-coded by attainment (red <50%, orange 50–75%, yellow 76–99%, green ≥100%). Qualified opportunities only, for the selected year.
Monthly won revenue against target.
Team Leaderboard - Revenue
Top revenue contributors.
Team Leaderboard - Activities
Top active team members.