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Personal Dashboards

Buck's Dashboard

Example dashboard for a member of your team. Can be replicated for all team members.
Fiscal Period:
All

Expected Revenue:
$195,638.50

Accounts At Risk:
13
(Accounts not marked as Closed)

Buck's Expected Revenue
17

Needs Analysis_Buck
17
Search
Boeing
Opportunity Name
Software Sales
Type
-
Stage
Needs Analysis
Amount
$70,100.00
Expected Revenue
$14,020.00
Probability
20%
Close Date
1/6/2022
Acme Corp.
Opportunity Name
Upsell Deal
Type
-
Stage
Needs Analysis
Amount
$40,000.00
Expected Revenue
$8,000.00
Probability
20%
Close Date
10/22/2021
Planet Express
Opportunity Name
New York Team Licenses
Type
New Customer
Stage
Needs Analysis
Amount
$0.00
Expected Revenue
$0.00
Probability
20%
Close Date
8/6/2022
-
Opportunity Name
Delorean Construction Inc. HQ System
Type
Existing Customer - Upgrade
Stage
Needs Analysis
Amount
$4,000.00
Expected Revenue
$800.00
Probability
20%
Close Date
5/13/2022
In Negotiation_Buck
17
Search
Boeing
Opportunity Name
Lead Referral Sale
Type
-
Stage
Negotiation/Review
Amount
$89,015.00
Expected Revenue
$80,113.50
Probability
90%
Close Date
2/9/2022

Behind the scenes 👀
To create your own personal dashboard: filter information from the table and select what your preferred visibility. You can filter by Opportunity Owner even if the column is hidden.
Each team member can personalize their section to make it useful and visually conducive to their working style!

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