ACADEMY

Dashboard Sales

This video presents the sales dashboard. At the top, you can select the period for viewing the data, either by month or by period. Data is shown on registrations, acquisition rate, new leads, lead registrations and conversion rate. The dashboard includes a sales funnel that shows the percentage and number of contacts that move from one stage to another. Data can be viewed in full screen and filters can be applied. By clicking on each stage of the funnel, you can see the corresponding contact list. It is also possible to export the data as an Excel file. In addition, the ranking of salespeople by sales status is shown, and specific sections can be selected and deselected to view.

Related content

Chains

FitnessKPI
cross