Dashboards for sales leaders
Build the four reports every revenue leader needs.
About this course
Designed for sales managers, heads of sales and founders who need a clear weekly view of the business. You will build four reports in ReachIQ and learn how to run a short, data-driven pipeline meeting with them.
Lesson 1: Pipeline health
Build a report on Deals, measuring sum of amount, grouped by stage, filtered to open deals. Compare it with Pipeline value by stage. Learn to spot a pipeline that is top-heavy or stuck in one stage.
Lesson 2: Forecast you can defend
Use weighted value by stage and filter deals by close date in the next 90 days. Group by owner to see whose forecast is realistic and whose deals are missing amounts or dates.
Lesson 3: Activity that drives results
- Calls by outcome to see connect rates.
- Call minutes by owner to see effort per rep.
- Meetings by owner to see how many conversations reach decision makers.
- Open tasks by owner to find follow-ups that are slipping.
Lesson 4: Why deals are lost
Review Lost deals by reason monthly. Group lost deals by owner and by industry to find coaching opportunities and product gaps.
Running the weekly meeting
- Five minutes: revenue against target from the Home chart.
- Ten minutes: pipeline by stage and deals closing this month.
- Ten minutes: activity reports and overdue tasks.
- Five minutes: lost deals and actions for next week.
Put this into practice in ReachIQ
Start a 14-day free trial, or book a walkthrough with our team.