The Sales Opportunities Dashboard shows the value and probabilities of sales opportunities within a pipeline, enabling you to determine which opportunities to focus sales and marketing activities on.
To access the data visualisation dashboards, you will need to be granted permission. To learn how to grant or revoke access, see the article Business Intelligence Dashboards – BigChange Help Centre.
Value of Sales Opportunities by Stage
Visualisation: Stacked vertical bar chart showing the number of sales opportunities grouped by different states and stages. It provides an overview of the volume of opportunities at each state and stage and helps you track the progress of opportunities through the sales pipeline.
By hovering your cursor over a section within the chart, the total count and percentage of sales opportunities within each status and stage will be displayed. The value shown here can be set to Profit, Total Gross Amount or Total Net Amount by selecting the relevant option within the Select Value global filter.
Sales opportunities shown on this chart, and all other charts on this dashboard, can be by filtered by different date types, Select Date Type within global filters. The following date options are available:
- Created date. Select this option if you want to see all Sales opportunities created in a specific period.
- Status change date. Select this option if you want to see all sales opportunities where the status was updated in a specific period, for example, Open > Completed Won. To see this data, ensure you have the setting enabled. Go to Account Settings > Settings > General account settings > Financial > Create note when sales opportunity is updated > Yes.
- Stage change date. Select this option if you want to see all sales opportunities where the stage was updated in a specific period, for example, Stage A > Stage B.
- Due date. If you want to see all sales opportunities that are due in a specific period.
By selecting the hyperlinks at the bottom of the chart, Count of Sales Opportunities by Stage and Value of Sales Opportunities by Month will be displayed.
Count of Sales Opportunities by Stage shows the number of sales opportunities grouped by different states and stages. It provides an overview of the volume of opportunities at each state and stage and helps you track the progress of opportunities through the sales pipeline.
Value of Sales Opportunities by Month shows the total value of sales opportunities over time, grouped by months. It allows you to analyse trends, identify patterns, and assess the performance of your sales efforts on a monthly basis. The value shown here can be set to Profit, Total Gross Amount or Total Net Amount by selecting the relevant option within the Select Value global filter.
By selecting a section (stage and status) within the chart, you can drill-down into the data, which will include the following data fields:
- Contact
- Sales Opportunity Reference
- Created Date
- Due Date
- Status
- Status change date
- Stage
- Stage change date
- Total Gross Amount
- Total Net Amount
- Profit
- Currency
- Owner Name
Value of Overdue Opportunities
Visualisation: Vertical bar chart showing the total value of sales opportunities that have exceeded their due dates, grouped by days overdue; helping you identify opportunities that require immediate attention and prioritise your efforts to prevent potential revenue loss.
The day's overdue brackets further help with understanding which sales opportunities have been overdue for the longest period of time, and require immediate attention. The value shown here can be set to profit total gross amount or total net amount by selecting the relevant option in the global filters. By selecting the hyperlink located at the bottom of the chart, a count of overdue opportunities will be displayed.
By selecting a specific bar within the chart, you can drill-down into the data, which will include the following data fields pertaining to that days overdue bracket:
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-
- Contact
- Sales Opportunities Reference
- Created Date
- Due Date
- Days Overdue
- Status
- Status change date
- Stage
- Stage change date
- Total Gross Amount
- Total Net Amount
- Profit
- Owner Name
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Value of Sales Opportunities by Contact (Top 10)
Visualisation: Horizontal bar chart showing the value of sales opportunities associated with your top ten contacts. It helps you identify key contacts who contribute significantly to your sales pipeline, enabling you to prioritise your engagement with them.
By selecting the hyperlink located at the bottom of the chart, a Count of Sales Opportunities by Contact (Top 10) will be displayed.
By selecting a specific contact bar within the chart, you can drill-down into the data, which will include the following data fields pertaining to that contact:
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- Contact
- Sales Opportunities Reference
- Created Date
- Due Date
- Status
- Status change date
- Stage
- Stage change date
- Total Gross Amount
- Total Net Amount
- Profit
- Currency
- Owner Name
Value of Sales Opportunities by Probability
Visualisation: Vertical bar chart showing the total value of sales opportunities categorised by different probability levels. It helps you assess the likelihood of closing deals at different stages and prioritise your efforts accordingly.
By selecting the hyperlink located at the bottom of the chart, a Count of Sales Opportunities by Probability will be displayed.
As a parent chart, you can filter the whole dashboard view by selecting a specific probability value. The whole dashboard will display metrics and visuals pertaining to that probability value only.
Value of Sales Opportunities by Contact Locations
Visualisation: A map showing the total value of sales opportunities based on the geographical locations of contacts. It helps you identify areas where potential revenue is concentrated, enabling you to tailor your sales strategies accordingly.
By selecting the hyperlink located at the bottom of the chart, a Count of Sales Opportunities by Contact Locations will be displayed.
As a parent chart, you can filter the whole dashboard view by selecting a specific location on the map. The whole dashboard will the display metrics and visuals pertaining to that location only.
Value of Sales Opportunities by Owner (Top 10)
As a parent chart, you can filter the whole dashboard view by selecting a specific bar in the chart. The whole dashboard will the display metrics and visuals pertaining to that bar selection.
Dashboard Global Filters
Dashboard global filters work in a cascading order from top to bottom, meaning that selections made in higher filters affect the options available in the filters below. For instance, if you have a Date Filter at the top and a Parent Contact Filter below it, choosing a date range will update the Parent Contact Filter to show only parent contacts relevant to that date range. If there is another filter, such as a Contact Filter, beneath the Parent Contact Filter, it will further narrow down the options to only those contacts that match both the selected date range and the chosen parent contacts. Think of the filters as a funnel: the top filter sets the broadest criteria, and each subsequent filter narrows down the data further based on previous selections.
- Date Type - Select from Created Date, Status Date Change, Stage Date Change or Due Date, defaults to Created Date.
- From and To Date - Enter a custom date range using the From and To fields.
- Default date range - Select from a list of existing date ranges.
- Contact Group - Multi selectable, defaults to all.
- Parent Contact - Displays immediate parent of the child contact filter, Multi selectable, defaults to all.
- Contact - Multi selectable, defaults to all.
- Probability - Multi selectable, defaults to all.
- Show Deleted Records - Select from Yes and No
- Status - Multi selectable, defaults to all.
- Stage - Multi selectable, defaults to all.
- Owner Name - Multi selectable, defaults to all.
- Value - Select from Profit, Total Gross Amount or Total Net Amount, defaults to Profit.
- Long Currency Name - Select from British Pound Sterling, Euro or United States Dollar, defaults to British Pound Sterling.
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