Manager Dashboard
30,000-foot revenue command center
1. Funnel Overview
Stage counts and conversion rates across the pipeline
27
Prospect
19
Discovery
12
Presentation
6
Closed Won
4
Closed Lost
Pipeline Distribution
Stage Conversion Rates
Weekly Activity (last 7 days)
1
Appointments Set
BDR
1
Discoveries
Strategist
0
Presentations
Seller
0
Closes
Seller
2. Weekly Activity by Role
Metrics per role for the selected period
| Rep | Appts Set | Discoveries | Presentations | Closes | Activations |
|---|---|---|---|---|---|
| Kendall Ford | 1 | 0 | 0 | 0 | — |
| Michelle Eubank | 0 | 1 | 0 | 0 | — |
3. Revenue Metrics
Deal size, revenue per appointment, and breakdown by stage and rep
Total Pending Revenue
$344,480
Pending status only
Revenue / Appointment
$344,480
Total pending ÷ appointments
Avg Deal Size
$41,213
Across all reps
Revenue by Stage
Revenue by Rep
4. Churn & Retention
Active accounts, at-risk accounts, and churn by account manager
Active Accounts
0
Relationship: Active
At Risk
0
Needs attention
Inactive / Lost
0
Churned accounts
Churn Rate
0.0%
Inactive ÷ (Active + Inactive)
Churn by Account Manager
No churn data yet.
Account Summary
6. Appointment Show Rate
Scheduled vs. held vs. no-show breakdown by BDR
| BDR / Prospecting Rep | Scheduled | Held | No Show | Show Rate | Bar |
|---|---|---|---|---|---|
| Kendall Ford | 25 | 0 | 0 | 0.0% | |
| Dylan Evans | 28 | 0 | 0 | 0.0% |
7. Stage Velocity & Bottlenecks
Average days between pipeline milestones (closed deals only)
No velocity data yet. Velocity is calculated from closed deals with milestone dates set.
8. Sales Performance
Rep-level activity, conversion, and revenue for the selected period
| Rep | Deals Closed | Total Revenue |
|---|---|---|
| Tami Foto | 14 | $503,980 |
9. Revenue Delivery Pacing
Monthly revenue from active accounts vs. potential pipeline
Monthly Recurring Revenue
$0
Sum of monthly revenue fields
Revenue Months Tracked
0
Months with campaign data
Active Campaigns
0
Campaign start date set
Monthly Revenue Pacing
No active campaign data. Set campaign start dates on accounts to track revenue delivery.
10. Pipeline by Expected Close Month
Potential revenue grouped by expected close date
No expected close dates set. Add expected close dates on account records to see pipeline forecasting.
5. Operational Efficiency
Time from deal close to campaign activation
Avg Days to Activation
—
Closed Won → Activated
Accounts Activated
0
Total with activation date
Time to Activation by Account
No activation data yet. Set an Activated At date on closed accounts to track this metric.
11. Weekly Performance by Role
Activity metrics broken down by each role in the sales process
BDR — Connect & Qualify
| BDR | Appts Set | Held | No Show | Show Rate |
|---|---|---|---|---|
| Dylan Evans | 0 | 0.0% | ||
| Kendall Ford | 0 | 0.0% |
Strategist — Business Discovery
No data yet. Discoveries will appear here once discovery completion dates are logged.
Seller — Presentation + Close
No data yet. Presentation dates will populate this table.
Onboarding — Launch & Implementation
No data yet. Campaign live dates will populate this table.
Account Manager — Ongoing Management
| Account Manager | Active Accounts | At Risk | Inactive | Retention Rate |
|---|---|---|---|---|
| Tami Foto | 3 | 0 | 0 | 0.0% |
12. Conversion by Role
End-to-end funnel conversion rates attributed to each responsible role
13. Bottleneck Detection
Deals stuck in a stage longer than the threshold — investigate and unblock
No bottlenecks detected
All active deals have moved within the last 14 days.
14. Lost Deal Reporting
Closed Lost and Disqualified deals by stage, reason, role, and no-show rate
Lost Deals by Exit Stage
No lost deals in this period.
Lost Deals by Reason
No lost deals in this period.
No-Show Statistics
0
Total No-Shows
—
No-Show Rate
0
Recovered
—
Recovery Rate
Lost Deals by Role
No data in this period.
Lost Deal Log
No lost deals in this period.
Section 15 — Stalled Deals
Deals exceeding expected stage duration · Action required
Currently Stalled
0
Active deals past threshold
Recovery Rate
0%
Stalled deals recovered
Avg Stall Rate
0.0%
% of deals per stage
Run Detection
Stalled by Stage
No stalled deals.
Stalled by Responsible User
No stalled deals.
Avg Days in Stage vs Threshold
| Transition | Avg Days | Threshold | Status |
|---|---|---|---|
| Presentation → Close | 0.0d | 10d | On Track |
| Close → Campaign Live | 0.0d | 10d | On Track |
| Discovery → Presentation | 4.0d | 7d | On Track |
| Appointment Set → Discovery | 0.0d | 7d | On Track |
Active Stalled & At-Risk Deals — Action Required
No stalled or at-risk deals. Pipeline is healthy!
Section 16 — Recycled Opportunities
Second-chance revenue from previously lost or disqualified deals
Total Recycled
0
Re-entered pipeline
Closed Won
0%
0 deals closed
Revenue Recovered
$0
From recycled deals
Avg Days to Recycle
—
From loss to re-entry
Recycled Opportunity Log
No recycled opportunities yet. Use the Re-open button on a lost deal to create one.
Section 17 — Recovery vs Permanently Lost
How effectively are we responding to stalled deals and re-engaging lost opportunities?
Recovered
0
Stalled → Active again
Permanently Lost
0
Stalled → Closed Lost
Currently Stalled
0
Awaiting action
Revenue Recovered
$0
From recovered deals