Sales Analytics

Unlock Sales Growth With Data Driven Insights

Your sales team works hard, but without the right data, it’s difficult to know where to focus their efforts. At GrowthBI, we believe that success in sales is about more than just closing deals—it’s about having the insights you need to build long-term growth.

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Forward Looking Brands Choose GrowthBi

The Problem

Imagine running a race but not knowing where the finish line is or how fast you’re going. That’s how a sales team feels without proper reports. They don’t know which deals are close to closing or which ones need extra attention. Time gets wasted chasing low-priority leads while high-value opportunities are missed.

Without clear data, they can’t see what’s working and what isn’t. Conversations with prospects lack focus, goals feel like shots in the dark, and team performance becomes harder to measure. It’s like flying blind, making success a lot harder to achieve than it should be.

GrowthBI transformed our sales analytics, boosting lead conversion insights and improving sales forecasting by 15%

Teagan Gagovski

Head Of Sales, Montgomery Homes

GrowthBI meticulously crafted weekly sales dashboard which provided us with invaluable insights into our sales pipeline, leading to more accurate quarterly forecasts.

Milt Becker

Sr Sales Ops Director, VMware

Who is it for?

Target Audience based on Sales Team Roles

Sales Leadership

Oversee the entire sales organization, including strategy, revenue growth, and forecasting. Require high-level dashboards to monitor KPIs and drive overall sales strategy.

Sales Managers

Oversee team performance, pipeline health, and forecasting. Require dashboards to monitor team activity, progress, and revenue goals.

BDRs

Responsible for lead generation and the early stages of the sales funnel. Require dashboards to track outreach efforts, qualified leads, and handover to account executives.

Account Executives (AEs)

Handle the later stages of the sales funnel, from demos to closing deals. Need insights on deal velocity, win/loss rates, and account growth opportunities.

Sales Operations

Manage the systems, processes, and data behind the sales function. Require dashboards for sales performance analytics, process efficiency, and CRM data quality.

Get Complete Sales Analytics

Lead Gen Dashboard

Sales Pipeline Dashboard

Sales Team Dashboard

Revenue Forecasting Dashboard

Account Management Dashboard

01 Lead Gen Dashboard

Target Audience: Sales Representatives, Business Development Representatives (BDRs), Sales Managers

Key KPIS: This dashboard tracks the performance of prospecting and lead generation efforts

Number of leads generated per rep or team.
Lead source breakdown (e.g., inbound, outbound, referrals, etc.).
Conversion rates from lead to qualified lead (MQL to SQL).
Email open rates, click-through rates, and response rates for outreach efforts.
Total outreach attempts (calls, emails) and follow-up status.
Lead handoff efficiency between BDRs and Account Executives (AEs).

02 Sales Pipeline Dashboard

Target Audience: Account Executives (AEs), Sales Managers, Sales Leadership.

Key Metrics: This dashboard helps track deal progression through the sales funnel and overall pipeline health:

Number of deals at each stage of the pipeline.
Deal size and potential revenue by stage.
Conversion rates between each sales stage.
Average deal velocity (time spent at each stage).
Lost deals and reasons for the loss (pricing, competition, etc.).
Close rate (won deals vs. total deals) by rep, team, or region.

03 Sales Team Dashboard

Target Audience: Sales Representatives, Sales Managers, Sales Leadership
Key Metrics: This dashboard tracks the individual and team performance against sales targets and quotas:

Revenue vs. quota (individual, team, regional).
Closed deals by rep, team, or product line.
Win/loss ratio for deals.
Total revenue generated per month/quarter.
Comparison of top-performing vs. underperforming sales reps.
Deal value and frequency by customer segment.

04 Revenue Forecasting Dashboard

Target Audience: Sales Managers, Sales Operations, Sales Leadership
Key Metrics:This dashboard provides insights into future revenue based on current pipeline activity and historical data:

Forecasted revenue for the month/quarter/year based on open opportunities.
Historical deal closure rates and trends.
Weighted pipeline by probability of closing.
Potential revenue from upsell/cross-sell opportunities.
Comparison of forecasted revenue vs. actual revenue.
Risk areas where deals may be stalling or likely to fall through.

05 Account Management Dashboard

Target Audience: Account Executives (AEs), Sales Managers, Sales Operations.
Key Metrics:This dashboard focuses on account-level performance and opportunities for growth:

Key account performance (revenue, engagement, renewals).
Account expansion opportunities (upsell/cross-sell potential).
Customer lifecycle stage (new, expansion, renewal).
Account health score (based on engagement, purchase history, and usage).
Opportunity pipeline by key account.
Win rates for opportunities within key accounts.

Dashboard Features

Real-Time Forecast Adjustments:

Automatic updates based on changes in pipeline data, such as deals moving stages or being lost.

Customizable Forecast Models:

Teams can adjust variables like deal close probabilities, seasonality factors, and deal velocity to create more accurate forecasts

Scenario Planning:

Allows sales teams to simulate best-case, worst-case, and expected revenue scenarios based on different sales strategies or market conditions.

Interactive Visualizations:

Use of line graphs, bar charts, heatmaps, and funnels to visualize campaign performance, lead generation, and ROI.

Quota vs. Forecast Comparison:

Visual comparison of team or individual performance against quotas and forecasts, showing how close the team is to meeting targets.

Customizable Filters:

Ability to filter by sales team, channel, time period, or customer segment to gain specific insights

How We Deliver Sales Analytics

At GrowthBI, we offer a straightforward process to help you take control of your sales data and turn it into a powerful tool for growth:

Here's how it works:

We Analyze Your Sales Pipeline

We start by digging into your current sales data to understand where your leads come from, how they move through the pipeline, and where you may be losing potential deals. Also, we create sales forecasting based on historical data.

01

We Build Your Sales Analytics Dashboard

We design a custom dashboard that tracks key sales metrics like lead conversion rates, sales cycle length, deal value, and more. You’ll get real-time insights into which activities drive the most revenue and where to focus your team’s efforts.

02

You Optimize Your Sales Strategy

With clear data and actionable insights, you’ll know exactly where to prioritize your efforts to close more deals faster. You’ll be able to coach your team based on real performance metrics, not just assumptions.