HR Analytics
HR Analytics 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.
Forward Looking Brands Choose GrowthBi
The Problem
Sales teams often rely on gut feelings to decide which leads to pursue and how to engage with customers. But guessing leads to missed opportunities, wasted time, and lost revenue. Without a clear view of the sales pipeline and performance metrics, it’s nearly impossible to identify bottlenecks or improve conversion rates.
Without accurate data, your team is flying blind, and your revenue growth is at risk.
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Client Name
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Designation
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Client Name
Designation
Who is it for?
Target Audience (Sales Team Roles):
Sales Leadership (VP, Director, or Head of Sales):
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.
Business Development Representatives (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
0.1: Lead Gen Dashboard
0.2: Sales Pipeline Management Dashboard
0.3: Quota attainment Dashboard
0.4: Revenue Forecasting Dashboard
0.5: Account Management Dashboard
01
Lead Generation and Prospecting Dashboad
Target Audience: Sales Representatives, Business Development Representatives (BDRs), Sales Managers
This dashboard tracks the performance of prospecting and lead generation efforts
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Number of leads generated per rep or team.
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Lead source breakdown (e.g., inbound, outbound, referrals, etc.).
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Conversion rates from lead to qualified lead (MQL to SQL).
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Email open rates, click-through rates, and response rates for outreach efforts.
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Total outreach attempts (calls, emails) and follow-up status.
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Lead handoff efficiency between BDRs and Account Executives (AEs).
02
Pipeline Management and Sales Funnel Dashboard
Target Audience: Account Executives (AEs), Sales Managers, Sales Leadership This dashboard helps track deal progression through the sales funnel and overall pipeline health:
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Number of deals at each stage of the pipeline.
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Deal size and potential revenue by stage.
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Conversion rates between each sales stage.
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Average deal velocity (time spent at each stage).
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Lost deals and reasons for the loss (pricing, competition, etc.).
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Close rate (won deals vs. total deals) by rep, team, or region.
03
Sales Performance and Quota Attainment Dashboard
Target Audience: Sales Representatives, Sales Managers, Sales Leadership
This dashboard tracks the individual and team performance against sales targets and quotas:
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Revenue vs. quota (individual, team, regional).
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Closed deals by rep, team, or product line.
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Win/loss ratio for deals.
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Total revenue generated per month/quarter.
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Comparison of top-performing vs. underperforming sales reps.
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Deal value and frequency by customer segment.
04
Revenue Forecasting Dashboard
Target Audience: Sales Managers, Sales Operations, Sales Leadership
This dashboard provides insights into future revenue based on current pipeline activity and historical data:
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Forecasted revenue for the month/quarter/year based on open opportunities.
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Historical deal closure rates and trends.
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Weighted pipeline by probability of closing.
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Potential revenue from upsell/cross-sell opportunities.
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Comparison of forecasted revenue vs. actual revenue.
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Risk areas where deals may be stalling or likely to fall through.
05
Customer Account and Opportunity Management Dashboard
Target Audience: Account Executives (AEs), Sales Managers, Sales Operations
This dashboard focuses on account-level performance and opportunities for growth:
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Key account performance (revenue, engagement, renewals).
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Account expansion opportunities (upsell/cross-sell potential).
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Customer lifecycle stage (new, expansion, renewal).
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Account health score (based on engagement, purchase history, and usage).
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Opportunity pipeline by key account. -
Win rates for opportunities within key accounts.
Dashboard Features
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Real-Time Forecast Adjustments:
Automatic updates based on changes in pipeline data, such as deals moving stages or being lost.
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Customizable Forecast Models:
Teams can adjust variables like deal close probabilities, seasonality factors, and deal velocity to create more accurate forecasts
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Scenario Planning:
Allows sales teams to simulate best-case, worst-case, and expected revenue scenarios based on different sales strategies or market conditions.
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Interactive Visualizations:
Use of line graphs, bar charts, heatmaps, and funnels to visualize campaign performance, lead generation, and ROI.
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Quota vs. Forecast Comparison:
Visual comparison of team or individual performance against quotas and forecasts, showing how close the team is to meeting targets.
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Customizable Filters:
Ability to filter by sales team, channel, time period, or customer segment to gain specific insights
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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.
