Sales Overview Analytics

Real-time insights and critical metrics to help you manage and optimize your sales process effectively.

Sales Overview Analytics is helpful to analyze and understand the Company's Sales and lets you see sales in multiple dimensions. You can get a complete 360° overview of sales information having real-time data overview.

We have listed the most critical metrics for sales that will enable you to manage your sales more effectively and optimize as well as analyze the sales process in detail.

Metrics and Description
Calculated fields
Benefits and Advantages
Sales Overview Analytics short video tour

Sales Overview Analytics is designed to present below metrics

Metrics	Description
Sales Highlight by Jobs	It helps measure the effectiveness of the sales process and provides insights into the progress and success rate of sales opportunities at different stages at the Job level.
Sales Highlights by Services	It helps measure the effectiveness of the sales process and provides insights into the progress and success rate of sales opportunities at different stages at the Service level.
Sales Revenue by Service Status	A summary table provides details about the sales revenue by service status followed by the total revenue, and it tells about the sales revenue generated by approved, not approved, pending, scheduled, completed, and invoiced services.
Top 10 Deals Won	Top 10 Deals Won is a metric that represents the ten most significant and successful sales deals closed by a company within a specific period. It is used to highlight the largest or most impactful sales wins and can provide valuable insights into the company's sales performance
Top 5 Salespersons by Sales	This metric provides insights into the individual contributions of sales team members and highlights the top performers who have achieved significant sales success.
Top 10 Deals Lost	The ten most significant sales opportunities that were not successfully closed by a company within a specific period. It is used to analyze and understand the reasons behind lost deals, identify areas for improvement, and implement strategies to increase the win rate.
Top 5 Districts by Sales	Metrics that provide sales figures by Districts. You can investigate why the sales are high or low, it is helpful to align the sales plan over geography location based on your goal.
Total 10 Adsource from maximum revenue generated	Understand the best ad source that your customers have come to know about your company. Helps to optimize the marketing channel type and cost.
Top 10 Services offered to generate maximum revenue	Understand the offered service(s) that contributed most to company sales.
Top 10 Service Categories by Sales Revenue	Understand the Service Category offered most. Helps to plan and manage equipment, materials, and employees.
Analyze Sales over time by Deals Won vs Lost	Compare the total revenue generated from deals won versus the revenue lost from deals that were not closed. This analysis provides insights into the financial impact of both successful and missed sales opportunities. By tracking revenue trends over time, you can evaluate the growth or decline in sales performance and align it with the number of deals won versus lost.
Sales Over Time	Metric to understand the ongoing revenue progress for the selected date period. Total Sales frequency is by Week/Month/Year based on the selected date range and base period.

Whether you’re a sales executive or manager, or salesperson, Sales Overview Analytics gives you insights into sales and takes a full picture of your sales operations quickly without losing any valuable information.

Calculated Fields:

Revenue = SUM(Price) considered.

Gross Profit = SUM(Price) - SUM(Cost)

Note*

Price = If Actual Price is not set for the service then Estimated Price is considered.

Here are the business constraints that are applied.

All the Metrics are calculated for the applied date range filter.
We don’t consider the Jobs that are under Job status `Generated`
We consider only active Jobs
We consider Services that are either under the status `Completed` or `Invoiced`
We consider only active Services

Filters:

Advanced filters provide the ability to drill down, slice & dice, and filter the dashboard to view the different insights.

Service Category → Service → Job Status → Service Status → Sales person → District → Class → AdSource

Importance of having Sales Overview Analytics for your organization:

Better understanding of overall performance: Knowing how the entire company is performing helps the sales department plan initiatives for training, growth, and new sales tactics. Decisions made at the top will make more sense when everyone can see the hard data behind them. It creates a more cohesive work environment where trust is based on the numbers, not someone’s gut instincts.

Improved sharing of data between departments: With a sales dashboard, your teams will no longer have to reach out to each other and ask for data. The marketing team always has access to the most up-to-date sales numbers, meaning there’s less need for back-and-forth emails and requests for information.

Save massive amounts of time and labor: Needless to say, manually compiling all of your sales data would be an exhaustive task. Using a dashboard to handle the work frees up hours of labor, letting executives better allocate resources to where they’re most effective. They can also trust that the data is accurate and up-to-date, so they’ll know that everyone is working with the best possible information.

Sales Overview Analytics short video tour