MONTHLY SALES REPORT DASHBOARD TEMPLATE

REPORTING PERIOD: MONTH & YEAR

January-28

LEAD/OPPORTUNITY OPPORTUNITY/WIN

24%
33%

67%

76%

LEAD OPPORTUNITY OPPORTUNITY WIN

SALES VOLUME BY CHANNEL

CALL CENTER

MOBILE APP

SOCIAL MEDIA

EMAIL MARKETING

PHYSICAL STORE

ONLINE STORE

SALES REP

0 100 200 300 400 500 600 700

DASHBOARD DATA
LEAD TO OPPORTUNITY RATIO OPPORTUNITY TO WIN RATIO

LEAD OPPORTUNITY OPPORTUNITY WIN

44 22 16 5
SALES VOLUME BY CHANNEL
*NUMBER OF UNITS SOLD VIA EACH CHANNEL WITHIN THE REPORTING PERIOD

SALES REP ONLINE STORE PHYSICAL STORE EMAIL MARKETING SOCIAL MEDIA MOBILE APP CALL CENTER

150 650 200 80 125 90 25

SALES REPRESENTATIVE KEY PERFORMANCE INDICATORS

LEAD CONVERSION KEY PERFORMANCE INDICATORS

SALES REP NAME
RATE
OUTBOUND CALLS MEETINGS SCHEDULED CLIENT CONVERSIONS NEW LEADS WON REVENUE CLOSED

Jill T. 48% 40 2 18 1 $0.00

Kent B. 48% 52 4 14 3 $0.00

$0.00

$0.00

$0.00

$0.00
END-OF-MONTH SALES REPORT TEMPLATE
REPORTING PERIOD: MONTH & YEAR

LEAD/OPPORTUNITY OPPORTUNITY/WIN

LEAD OPPORTUNITY OPPORTUNITY WIN

SALES VOLUME BY CHANNEL

CALL CENTER

MOBILE APP

SOCIAL MEDIA

EMAIL MARKETING

PHYSICAL STORE

ONLINE STORE

SALES REP

0 1 1

DASHBOARD DATA
LEAD TO OPPORTUNITY RATIO OPPORTUNITY TO WIN RATIO

LEAD OPPORTUNITY OPPORTUNITY WIN

0 0 0 0
SALES VOLUME BY CHANNEL
*NUMBER OF UNITS SOLD VIA EACH CHANNEL WITHIN THE REPORTING PERIOD

SALES REP ONLINE STORE PHYSICAL STORE EMAIL MARKETING SOCIAL MEDIA MOBILE APP CALL CENTER

0 0 0 0 0 0 0
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