Using the Performance Dashboard in Sell

What's my plan?

The Sell Performance Dashboard provides you with a set of widgets that you can use to monitor sales performance goals, deal activity and outcomes, and other pipeline management tasks.

The Performance Dashboard is visible to, and can be customized by, all Sell users. Every Sell user has their own view of the Performance Dashboard.

You access the Performance Dashboard by clicking the Dashboard icon in Sell.

This articles covers the following topics:

• Performance Dashboard widgets
• The Activity feed
• Managing your dashboard widgets
• Customizing the data that you see in your widgets

Performance Dashboard widgets

The dashboard contains a set of widgets (10 in total, depending on which version of Sell you have) that you can remove, add, and reorganize. You can think of a widget as a quick summary that links to more detail. For example, the Revenue widget shows you the total revenue in a given time period. Click the widget and you’ll see a detailed report that you can modify by setting a different timeframe, selecting to deal values or deal volumes, and applying filters such as Owner, Team, Pipeline, and Deal Source. Any custom fields you created are also available as filters.

By default, the Revenue widget shows the revenue for the entire Sell account, but it can be personalized by applying the Owner filter and selecting yourself, which means that the widget only shows the summary of revenue for you. Likewise, the Tasks widget shows your tasks and the Appointments widget shows your appointments. Clicking either widget takes you to those pages for more details.

Each Sell user has their own version of the Performance Dashboard, by clicking the My Dashboard tab you can see all of your widgets.

• To see all of the widgets available for you to add to your dashboard, click +Widget.

Here’s a brief description of each widget with a link to more detailed information:

Revenue - Shows you the total revenue (deals and their values) in a given timeframe. Clicking the widget shows you the detailed Revenue report, which you can use to adjust the time frame and apply filters to customize the view of your data (see Revenue widget (Performance Dashboard)).

Forecast - Not available on the lowest Sell plan, the Forecast widget shows you the sales forecast for a given timeframe. Clicking this widget shows you the dashboard Forecast report, which you can use to adjust the time frame and apply filters to customize the view of your sales forecasting data. For more information about using sales forecasting, see Sales forecasting your deals. For more information about this dashboard report, see Forecast widget (Performance Dashboard) .

New Deals - This dashboard report shows you the number of new deals within a timeframe as either deal volume (for example, 20 deals in April) or as deal value (for example, those 20 deals with a value of $234,000). The New Deals report shows you more detail and allows you to adjust the time frame and apply filters to customize the view of your new deals (see New Deals widget (Performance Dashboard) ).

Active Deals - Provides you with a summary view into your active deals. Clicking into the Active Deals report provides you with many options for customizing your view of this data. For example, you might want to view this data by deal, pipeline, or deal owner. You can also view this data by deal volume or deal value and apply filters and modify the timeframe (See Active Deals widget (Performance Dashboard)).

Pipeline Coverage - Available on the two highest Sell plans, the Pipeline Coverage widget and report provide you with quick dashboard insight into whether or not you need to bring more deals into your pipeline to hit your revenue goals (see Pipeline Coverage widget (Performance Dashboard)).

Revenue Goal Attainment - Not available on the lowest Sell plan, this widget and report provide a quick view into how well you’re doing to achieve your revenue goals within a specific period of time. For example, you’re currently achieving 42% of your monthly revenue goals. Clicking into the report shows you the detail of won deals compared to sales goals and allows you to modify the timeframe and apply filters (see Revenue Goal Attainment widget (Performance Dashboard)).

Top Deals - This widget provides two summary views into your top deals. The first shows your top three current deals based on deal value and the second view provides a summary of deal totals and their value. Clicking into this widget takes you to the Top Deals smart list on the Deals page where you can drill into more details (see Top Deals widget (Performance Dashboard)).

My Smart Lists - This widget allows you to select one of your smart lists to include on the dashboard. Click the widget and select one of your smart lists. You’ll see a summary of the smart list and clicking the widget opens the smart list (see Creating and using smart lists).

Tasks - This widget displays several of your tasks ordered by due date. Clicking the widget opens the Tasks page (see About the Sell calendar, appointments, and tasks).

Appointments - This widget displays several of your upcoming appointments ordered by due date. Clicking the widget opens the Calendar page (see About the Sell calendar, appointments, and tasks).

The Activity feed

In addition to all of the widgets available on My Dashboard, you also have the Activity Feed in the Performance Dashboard that displays the activity in your Sell account.

You can filter the activity feed to customize the list of activities you want to see. You can also choose to see activities for everyone or choose a specific team, group, or team member (including yourself).

Managing your dashboard widgets

You can add, remove, resize, and reorganize the order of the widgets in your version of the Performance Dashboard.

To add a widget to your dashboard

1. Click My Dashboard, then click +Widget.
2. Add a widget that’s not already on your dashboard by clicking it. The widget is added and automatically saved as an addition to your dashboard.

To remove a widget from your dashboard

1. Click My Dashboard.
2. Hover your cursor over the widget you want to remove and click Trashcan ().

   This removes it from your dashboard, but you can also always add it back to your dashboard if you want.

To resize a widget

• On the lower right corner of the widget, click the resizing handle and drag the widget to the size you want.

  You also use the resizing handle to reduce the size of your enlarged widgets.

To reorganize the order of the widgets on your dashboard

• Use your mouse to click, hold, and then drop the widget wherever you want it on the page.

Although there are 10 types of widgets, you can add more than 10 widgets to your dashboard. For example, you might want a widget for each of your important smart lists.

• Add a new My Smart Lists widget and select the smart list you want.

Customizing the data that you see in your widgets

Many of the widgets allow you to modify and then save your view of the detailed widget report. For example, you might want to change the timeframe or otherwise add a filter to the Revenue widget. When you click into a modify the Revenue report, you have the option of saving your changes. When you do, those changes are reflected in the widget.

Note: The data you see in your widgets and activity feed is based on your user permissions. You will not see activities that you do not have permission to see.