sales CRM dashboard

key insights:

1-Number of Sales Agents: 30

2-Number of Managers: 6

3-Number of Products: 7

4-Number of Opportunities: 8800

5-Opportunities Won by Sales Agents

Top Performer: Darci Schacht stands out as the leading sales agent in Q4, winning the highest number of opportunities.

6-Opportunities Won and Lost by Quarter

The pie chart illustrates a strong performance, with the majority of opportunities being won

7-Opportunities Won Across Quarters (Q3 vs. Q4)

Performance has significantly improved in Q4 compared to Q3:

Q4 Wins: ~1260 opportunities

Q3 Wins: ~1160 opportunities

8-Won Opportunities by Managers

Top Manager: Cara Loech leads the team, with the highest number of opportunities won

RECOMMENDATIONS:

Increase in Opportunities Won:

Leverage Q4 strategies to maintain momentum into the next quarter.

Investigate the reasons for the dip in Q3 and address any bottlenecks.

Top Performing Individuals:

Utilize high-performing agents (Darci Schacht, Vicki LaFountain) and managers (Cara Loech) as role models.

Introduce team-wide coaching sessions led by these individuals to share strategies and best practices.

Regional and Product-Level Insights:

Utilize regional and product filters to gain a granular understanding of performance.