Opportunity Activity (Open Opportunities) Dashboard

This dashboard tells a story about the type and volume of sales activity that has been logged to date against open opportunities. This should provide insight into the deals that are receiving the highest and the lowest activity volumes by type and to see the average activities per opportunity across owners.

Who is this for?

Sales Managers, Account Executive Team Leads, and Account Executives

How can this be configured?

Admins can configure this dashboard to specific opportunity types, date ranges, and user roles to get a tighter view into segments of your opportunity pipeline. 

What data points are included in the dashboard?

Summary Stats

  • Activities Per Opportunity
  • Calls Per Opportunity
  • Text Messages Per Opportunity
  • Emails Per Opportunity
  • Meetings Per Opportunity
  • Contacts Per Opportunity

Charts

  • Calls Per Opportunity
  • Calls Per Opportunity Owner
  • Text Messages Per Opportunity
  • Text Messages Per Opportunity Owner
  • Emails Per Opportunity
  • Emails Per Opportunity Owner
  • Meetings Per Opportunity
  • Meetings Per Opportunity Owner

Reports

  • Open Opportunity Activities
  • Open Opportunity Calls
  • Open Opportunity Text Messages
  • Open Opportunity Emails
  • Open Opportunity Meetings

Was this article helpful?

/