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The sales dashboard
The sales dashboard answers two different questions on one page: what needs doing today, and how are we performing. The worklists at the top are the first; everything below is the second.
Table of Contents
- Opening it
- The worklists
- The headline numbers
- What counts as a meeting
- The charts
- The timeframe pills
- Changing the layout
- Why a number looks wrong
Opening it
Go to Dashboard. If your workspace has more than one dashboard available, add ?view=sales to the address to open this one directly.
The worklists
These two sit directly under the headline numbers because they are the reason to open the page each morning.
| Widget | What it lists |
|---|---|
| Unconfirmed – next 48 hours | Appointments happening in the next two days that nobody has confirmed. This is the call list. |
| Awaiting outcome | Appointments whose date has passed with no result recorded. Anything sitting here more than a week is flagged red. |
There are three more lists available: upcoming appointments for the next seven days, recently won deals, and reminder delivery.
The headline numbers
| Metric | What it counts |
|---|---|
| Meetings booked | Appointments dated in the selected period |
| Meetings held | Those recorded as a sale or no sale – the meeting happened |
| Attendance rate | Held as a share of held plus no-shows |
| No-shows | The client did not arrive |
| Meetings moved | Appointments rescheduled at least once |
| Sales won | Appointments that resulted in a sale |
| Conversion rate | Won as a share of meetings held |
| Revenue from meetings | Value of the deals won |
| Average deal size | Revenue divided by deals won |
| Weighted pipeline | Open deals multiplied by each stage's probability |
Each tile compares against the previous period of the same length. For no-shows and meetings moved, fewer is better, so a fall shows as a green arrow.
What counts as a meeting
A meeting metric counts appointments by the date they are scheduled for, not the date the card was created. "Twelve weeks" means the appointments dated in the last twelve weeks, whenever they were booked.
This keeps the funnel honest: booked, confirmed, held and won are all measured over the same set of appointments, so each step is a subset of the one before it.
The pipeline widgets are the exception. Open deals are a right-now number, so they ignore the timeframe entirely – the card says so.
The charts
- Meetings over time – held and no-shows as bars, with total booked as a line over them
- Outcome split – how appointments ended: sale, no sale, no-show, moved, or no result yet
- Booking funnel – booked to confirmed to held to won, with the drop-off at each step
- Revenue from meetings – value won per period with a running total
- Pipeline by stage – open deals and their value per stage, with the probability-weighted forecast
- Sales person performance – booked, held, no-shows, won, conversion and revenue per person
The timeframe pills
The pills at the top left set the window: 14 days, 12 weeks, 12 months or 24 months. Every widget that depends on a period states its window on the card, so you can always see which cards moved and which are fixed.
Changing the layout
- Click Edit layout
- Drag cards to move them, or drag an edge to resize
- Click + Add widget to add more, including extra KPI tiles set to different metrics
- Click Save
The layout is yours alone. Reset returns to the standard layout, and administrators can publish a layout as a company view for everyone.
Why a number looks wrong
Meetings held is lower than expected
An appointment only counts as held once someone records its outcome. Check the Awaiting outcome list.
Meetings moved shows zero for older appointments
Reschedules are only counted from the point this tracking was introduced. Appointments moved before then cannot be counted retrospectively.
Revenue looks low
Revenue counts the value on deals marked as a sale. If the value is captured when the appointment is booked rather than when it closes, it reflects the estimate rather than the final figure.