The Sales Dashboard displays your lead and Pipeline data in high-level, visual charts and graphs. You can use each chart/graph to uncover trends and patterns in your sales process, which gives you more ways to evaluate your sales performance.
Please note, you may need to do a little setup to access the Sales Dashboard and see meaningful data in the charts and graphs. Learn more in this article.
IN THIS ARTICLE
Video recorded in March 2021.
Setting up Sales Dashboard
First and foremost, you must be an Agency User and belong to a Security Group with the “Visible” Opportunity and “View Sales Dashboard Analytics” Dashboard permissions. This allows you to access the Sales Dashboard area.
The Sales Dashboard is split into two sub-tabs: Leads and Pipelines. Each shows analytics for leads, Sales Opportunities (Opps), Pipelines, and other aspects of your sales process.
To see meaningful data in these charts and graphs, you will need to set up a few more things. See below.
To see any data on the Leads sub-tab, you must have at least one Group/Individual Type categorized as “Lead” in Data & Custom Field settings. Learn how to assign Type Categories.
This tells AgencyBloc which Groups/Individuals are leads based on their Type. Only Groups/Individuals with a “Lead” Type will count toward these dashboard analytics.
To see any data on the Pipelines sub-tab, you must be assigned to a Sales Team that has access to an active Sales Pipeline. Learn what you need to get started with Sales Pipeline.
You may view analytics for any Pipeline your Sales Team has access to.
Get a high-level view of lead productivity in your sales process. Follow the progress of Group and Individual leads and gain insights into the quality of your lead sources.
Track sales performance for your producers and forecast the incoming revenue of your Sales Pipeline.