Sales Pipeline Dashboard Design
Track pipeline health and forecast reliability.
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Design a dashboard that tracks pipeline health and forecast reliability. Sales process stages: [STAGES]. CRM fields available: [CRM_FIELDS]. Targets and quotas: [TARGETS]. Forecast method: [FORECAST_METHOD]. Audience: [AUDIENCE]. Return tables: 1. Metric dictionary: Metric | Formula | Fields | Refresh | Caveat. Include pipeline coverage (open pipeline / remaining target), stage conversion, average sales cycle, deal velocity, win rate, average deal size, forecast accuracy (forecast versus actual, by period), and pipeline created per week. 2. Views: View | Audience | Questions answered | Visuals | Filters. Executive view and manager view. 3. Hygiene indicators: deals with no next step, no activity in 14 days, close date in the past, stuck in stage longer than the average, missing amount. 4. Forecast tracking: how to record weekly snapshots to measure forecast changes. 5. Alerts and thresholds. 6. Review agenda: weekly pipeline review in 30 minutes. Add definitions to avoid common errors (counting the same deal twice, mixing currencies, changing stage definitions) and a data quality checklist. Do not rank individuals by vanity metrics. Use only my CRM fields; mark missing fields as [ADD FIELD].
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