Sales Team Performance Dashboard Brief

M

Marcus Lee

@marcus-lee

·

Designs sales performance dashboard specifications and metrics frameworks

59 copies0 forks
Create a performance dashboard brief for {{team_name}} sales team.

Dashboard Parameters:
- Reporting period: {{reporting_period}}
- Key stakeholders: {{key_stakeholders}}
- Primary focus areas: {{focus_areas}}

Define dashboard components:

**EXECUTIVE SUMMARY METRICS**
- Revenue vs. target
- Pipeline coverage ratio
- Win rate trend
- Average deal size

**ACTIVITY INDICATORS**
- Calls/emails per rep
- Meetings scheduled
- Demos delivered
- Proposals sent

**PIPELINE HEALTH**
- Stage distribution
- Aging analysis
- Conversion rates
- Velocity metrics

**INDIVIDUAL PERFORMANCE**
- Rep rankings
- Quota attainment
- Activity compliance
- Deal progression

**LEADING INDICATORS**
- New opportunities created
- Qualification rates
- Expansion signals
- Churn risks

**VISUALIZATION SPECS**
- Chart types recommended
- Drill-down paths
- Alert thresholds
- Refresh frequency

Provide actionable insights framework.

Details

Category

Business

Use Cases

dashboard design specsperformance metrics planningsales analytics framework

Works Best With

gpt-4oclaude-sonnet-4
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