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Buck's Dashboard

Example dashboard for a member of your team. Can be replicated for all team members.

Fiscal Period:
All
⁠
⁠


Expected Revenue:
$439,638.50
⁠
⁠


Accounts At Risk:
16
⁠
⁠

(Accounts not marked as Closed)

Buck's Expected Revenue
17
⁠

Needs Analysis_Buck
17
Boeing
Opportunity Name
Software Sales
Type
-
Stage
Needs Analysis
Amount
$70,100.00
Expected Revenue
$14,020.00
Probability
20%
Close Date
1/6/2022
Acme Corp.
Opportunity Name
Upsell Deal
Type
-
Stage
Needs Analysis
Amount
$40,000.00
Expected Revenue
$8,000.00
Probability
20%
Close Date
11/10/2023
Planet Express
Opportunity Name
New York Team Licenses
Type
New Customer
Stage
Needs Analysis
Amount
$0.00
Expected Revenue
$0.00
Probability
20%
Close Date
8/6/2022
-
Opportunity Name
Delorean Construction Inc. HQ System
Type
Existing Customer - Upgrade
Stage
Needs Analysis
Amount
$4,000.00
Expected Revenue
$800.00
Probability
20%
Close Date
5/13/2022
Wayne Enterprises
Opportunity Name
Expansion to Design team
Type
-
Stage
Needs Analysis
Amount
$40,000.00
Expected Revenue
$8,000.00
Probability
20%
Close Date
11/30/2023
⁠
In Negotiation_Buck
17
Boeing
Opportunity Name
Lead Referral Sale
Type
-
Stage
Negotiation/Review
Amount
$89,015.00
Expected Revenue
$80,113.50
Probability
90%
Close Date
2/9/2022
⁠

Behind the scenes 👀

To create your own personal dashboard: filter information from the
DB_All Opportunities
⁠
table and select what your preferred visibility. You can filter by Opportunity Owner even if the column is hidden.
Each team member can personalize their section to make it useful and visually conducive to their working style!

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