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Dashboards

NOTE: at this stage, the dashboards are pure sketches from the consulting. They will be refined iteratively during the project.

I. Success Rate

dashboard-success-rate.png

II. Sales Rep Profitability

dashboard-profitability.png

III. Sales Opportunities and Potential

Sales Opportunities

dashboard-sales-opportunities.png

Sales Achievements

dashboard-sales-achievements.png

Sales Potential

Show, for each representative, the opportunities based on potential. Order by unachieved potential, descending.

dashboard-sales-potential.png

IV. Internal Sales

Show the number of sales in relation campaigns and promotions. Allow filtering by product and other dimensions.

dashboard-internal-sales.png

V. Financial

Standard financial similar to FinAcc (though simpler).