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. Success in sales is 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
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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
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
01
Lead Generation and Prospecting Dashboard
Target Audience: Sales Representatives, Business Development Representatives (BDRs), Sales Managers
Key Metrics: 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).
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02
Pipeline Management and Sales Funnel Dashboard
Target Audience: Sales Directors, Account Executives, Revenue Operations Managers
Key Metrics: This dashboard provides a comprehensive view of the sales pipeline, helping teams track deal progress, forecast revenue, and optimize conversion rates:
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Pipeline Value & Volume: Real-time tracking of total deal value and number of opportunities by stage.
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Deal Stage Conversion Rates: Measures the percentage of leads moving from one sales stage to the next.
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Sales Cycle Length: Average time deals spend in each stage to identify bottlenecks.
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Forecast Accuracy: Compares projected sales against actual closed deals for better revenue prediction.
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Win/Loss Analysis: Insights into reasons for won or lost deals to refine sales strategies.
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03
Sales Performance and Quota Attainment Dashboard
Target Audience: Sales Representatives, Sales Managers, Sales Leadership
Key Metrics: 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.
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04
Revenue Forecasting Dashboard
Target Audience: CFOs, Financial Planners, Sales Leaders
Key Metrics:This dashboard projects future revenue streams by analyzing historical data and market trends, supporting strategic planning and budget allocation:
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Forecast vs. Actual Revenue: Tracks projected revenue against actual results to refine forecasting models.
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Revenue by Product/Service: Breaks down forecasted income by product lines, services, or regions.
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Seasonality & Trend Analysis: Identifies recurring patterns and market shifts impacting revenue cycles.
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Pipeline Influence: Integrates sales pipeline data to adjust revenue predictions based on deal probabilities.
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Scenario Modeling: Simulates different business conditions (e.g., best case, worst case) to assess potential outcomes.
Dashboard wireframe created using mokkup.ai
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:
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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.
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Win rates for opportunities within key accounts.
Dashboard wireframe created using mokkup.ai
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
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 Create a Mockup Dashboard
We begin by understanding your sales goals, key metrics, and reporting needs. Within 1 to 2 days, we deliver a dashboard mockup that reflects your priorities. This gives you a clear vision of the final outcome and allows for fast feedback.
01
We Build Your Data Infrastracture
We connect your CRM, POS, and other sales platforms to create a centralized, reliable data source. Our team develops robust data models that clean, structure, and organize your sales data. This foundation supports consistent and scalable reporting.
02
We Create Dashboard with Drill Down Functionality
We build interactive dashboards with real-time updates and drill-down capabilities. These tools help you track performance, identify bottlenecks, and uncover new revenue opportunities. Your team can make informed decisions with speed and confidence.
