Overview

A mix from every area, the way a client dashboard would combine them.

Sample data. Every name and number here is made up to show the parts. A client dashboard uses the client's own data.

Revenue, this week

$0
+12.4%vs $9,980 last period
Orders
184
Avg. order
$61.00
Conversion
2.9%

Shopfront · The headline revenue figure rolling up, how it compares to last period, and three supporting numbers.

Headcount
14%

0

+3 this year

Crew · One headline number with a trend chip and a small sparkline, for headcount or any steady count.

Cost per lead6.3%

$0.00

All channels, last 14 days

Switchboard · One headline figure with its change and a small self-drawing trend line.

Sales by day

This week, today still counting

Shopfront · Seven bars for the week with a value label on each, the best day and today picked out.

Weekly forecast trend

Week 9 of 13 · dashed = projection

Dealflow · A line chart of closed, commit and best case week by week, with a projection to quarter end.

Pipeline flow

Dealflow · A glass funnel where deals pour through each stage and the won ones fill the quota ring.

Repeat customers

Each block is about 4%

0%
come back
Repeat612
First-time998

Shopfront · A ring of blocks showing what share of customers come back, with repeat and first-time counts.

Gross to net

October run, where every payroll dollar goes

Net pay 69% of gross

Crew · Bars showing a gross total falling through each deduction to the net amount, with coins flowing into each bucket.

Monthly ad budget

October, day 29 of 31

Spent

$0

of $6,200

87.9%
  • Search adsPay per click$3,33061%
  • Social adsFacebook and Instagram$1,25023%
  • Local listingsDirectories$52010%
  • Print and mailFlyers$3506%

Forecast $5,86094.5% of budget

Switchboard · A ring showing how much of the budget is spent, split by source, with the forecast marked and a legend below.

Rep leaderboard

Attainment against individual quota

RepClosedCommitQuota
  • 1

    Priya Nair · Enterprise

    $680k / $600k

    113%

    1

  • 2

    Aisha Bello · Enterprise

    $450k / $600k

    75%

    2

  • 3

    Jonah Pike · Mid-Market

    $295k / $400k

    74%

    same

  • 4

    Marcus Hale · Enterprise

    $410k / $600k

    68%

    1

  • 5

    Theo Lindgren · Mid-Market

    $220k / $400k

    55%

    2

  • 6

    Lena Fischer · Mid-Market

    $195k / $400k

    49%

    1

Dealflow · Each rep ranked by closed revenue against their share of quota.

Pending requests

4 waiting

  • Priya Nandakumar

    Vacation

    Nov 25 to Nov 27 · 3 days · Family visiting for Thanksgiving

  • Hannah Okafor

    Vacation

    Nov 9 to Nov 10 · 2 days · Long weekend

  • Josh Kimball

    Personal

    Thu, Nov 12 · 1 day · Closing on a house

  • Carlos Reyes

    Vacation

    Dec 21 to Dec 31 · 7 days · Holidays with family

Crew · Requests waiting for an answer with approve and decline buttons and a line confirming what was done.

Top customers by lifetime spend

All segments

  • MDMarcy DolanTulsa, last order 2 days ago$2,480
  • DRDev RamaswamyPortland, last order last week$1,930
  • LHLena HartwigMadison, last order 5 days ago$1,415
  • TRTobias ReyesAustin, last order 3 weeks ago$1,102
  • IBImani BrooksRaleigh, last order yesterday$640

Shopfront · Best customers ranked by lifetime spend, with segment, order count and a spend bar.

Monthly sales goal

$18,400 of $24,000

77%
9 days leftOn pace for $25k

Shopfront · How far the month is toward its sales target, with days left and the pace it is on.