DD07 Sales Pipeline: how it was built
Will we make this quarter, and is next quarter safe? Rebuild this dashboard step by step in the Data Canvas.
DD07 · Sales Pipeline
Code in this build: 4 widgets written in SQL, and no settings written as code.
The question: Will we make this quarter, and is next quarter safe?
Who asks, and when: The sales director, every week.
The decision: Will we make this quarter, is next quarter safe, and which deals and sources need attention.
What the dashboard shows: Referral deals win about twice as often as paid-search deals (51% against 25%), and next quarter's pipeline covers 2.1 times its quota.
Follow the pictures below, in order, and you end up with the same dashboard. Every step is one thing you do in the Data Canvas, on the demo data that installs with DataPallas.