← Back to Dashboard
Sales Enablement Dashboard (Enterprise Edition)
Persona-Based Sales Intelligence Platform with Real-Time KPIs and Performance Metrics
📊 Executive Summary
🚨 Real-Time Alerts
Key Performance Indicators
Pipeline Value
$12.4M
Quota Attainment
87%
Win Rate
32%
Sales Cycle
42 days
Deal Velocity
+18%
Forecast Accuracy
91%
7-Phase Sales Process Flow
1
Market Discovery
IIR + Dodge surfaces opportunities 6-18 mo ahead
2
Opportunity Mapping
AI-powered 6-dimension lead scoring
3
Territory Management
Automated lead routing to right reps
4
CPQ Configuration
Guided selling with bundles & pricing
5
Customer 360
Complete unified customer view
6
Billing & Orders
Quote-to-cash with multiple models
7
Analytics
Real-time performance dashboards
Persona-Based Views & Recommended Actions
👔 EXECUTIVE
Strategic Dashboard
Enterprise pipeline health
Market share by segment
TAM penetration & trends
Actions
Portfolio rebalancing
M&A opportunities
🎯 VP / DIRECTOR
Regional Views
Territory performance map
Top deals at risk
Pricing exceptions
Actions
Territory optimization
Rep coaching alerts
📊 SALES MANAGER
Team Performance
Rep rankings by quota
Pipeline by stage
Activity compliance
Actions
Deal coaching alerts
Training priorities
💼 SALES REP
Personal Dashboard
My pipeline & quota
Hot leads (80+ score)
Account renewals due
Actions
Next-best-action prompts
Cross-sell triggers
📐 ESTIMATOR/PRE-SALES
Technical Views
Estimation queue & SLA
Historical references
Win/loss benchmarks
Actions
Similar job lookup
Bundle recommendations
💰 FINANCE/OPERATIONS
Financial Views
Revenue forecast vs actual
Deal velocity by segment
Margin impact analysis
Actions
Exception approvals
Rebilling triggers
360° Integrated Views
📍 Customer 360
Company profile & hierarchy
Contact network & decision makers
Project history & outcomes
Pricing sensitivity & preferences
Health score & churn risk
Cross-sell opportunities
📊 Opportunity 360
Full opportunity profile
Pipeline stage & probability
Key stakeholders involved
Competition & threat analysis
Deal risk indicators
Recommended next actions
🗺️ Territory 360
Territory coverage & performance
Quota vs actual achievement
Market whitespace analysis
Rep capacity & workload
Account relationship map
Growth opportunities
💰 Financial 360
Revenue forecast vs plan
Contract values & terms
Margin protection status
Billing model effectiveness
DSO & cash flow impact
Profitability by customer
📈 Market 360
TAM & addressable market
Segment penetration rates
Competitive landscape
Market trend analysis
Emerging opportunities
Regional performance
👥 Rep 360
Performance vs quota
Pipeline health & velocity
Activity effectiveness
Skill gaps & training needs
Coaching recommendations
Career development path
🛡️ Governance & Compliance Framework
Pricing Authority & Approvals
Rep discount limit: 0-5%
Manager approval: 5-15%
VP approval required: 15%+
Exception tracking & trends
Margin floor enforcement
Real-time approval queue
SLA Compliance Monitoring
Hot lead 24hr first touch SLA
Quote delivery: 2 business days
Follow-up activity tracking
Pipeline review frequency
Forecast accuracy targets
Automated SLA alerts
Data Quality & Audit Trail
Required fields validation
Contact completeness rules
Deal stage audit log
Change history tracking
User access controls
Compliance reporting
Deal Governance Rules
Minimum deal size enforcement
Contract term limits
Payment term approval
Special pricing exceptions
Risk assessment framework
Executive deal escalation
Performance Benchmarking
Win rate targets: 35-40%
Sales cycle: 30-45 days
Pipeline coverage: 3-4x quota
Forecast accuracy: 90%+
Activity effectiveness score
Competitive win analysis
Compliance & Risk Management
SOX compliance controls
Data privacy regulations
Contract legal review
Segregation of duties
Fraud detection rules
Regulatory audit ready
| Metric | Q1 2026 | Q2 2026 | Target | Status |
|---|---|---|---|---|
| Total Pipeline Value | $12.4M | $15.2M | $18M | 🟡 On Track |
| Win Rate | 28% | 32% | 35%+ | 🟢 Improving |
| Average Sales Cycle | 52 days | 42 days | 35 days | 🟡 Progressing |
| Quota Attainment | 82% | 87% | 100% | 🟡 Near Target |
| Forecast Accuracy | 84% | 91% | 95%+ | 🟢 Strong |
| Sales Rep | Pipeline | Quota % | Hot Leads | Win Rate | Focus Areas |
|---|---|---|---|---|---|
| John Smith | $3.2M | 105% | 12 | 38% | Maintain momentum |
| Sarah Johnson | $2.8M | 92% | 8 | 31% | Close open deals |
| Mike Rodriguez | $3.1M | 98% | 11 | 34% | Cross-sell focus |
| Category | Commit | Best Case | Pipeline | Probability |
|---|---|---|---|---|
| Closed Won (Forecast) | $2.4M | $2.6M | $2.4M | 100% |
| Negotiation Stage | $1.8M | $2.2M | $2.8M | 75% |
| Proposal Stage | $1.2M | $1.6M | $2.4M | 50% |
| Qualified Pipeline | $0.6M | $1.2M | $2.4M | 25% |
| Activity | Monthly Target | YTD Actual | % of Target | Trend |
|---|---|---|---|---|
| Calls Made | 800 | 2,350 | 98% | 🟢 On Track |
| Meetings Held | 120 | 385 | 107% | 🟢 Exceeding |
| Proposals Sent | 45 | 128 | 94% | 🟡 Below Target |
| Deals Closed | 18 | 52 | 96% | 🟡 Near Target |