Executive Dashboard

 

Purpose/Value

The purpose of the Executive Dashboard is to track, monitor, and assess the execution and success of the user's account and opportunity planning programs. Sales leaders, frontline managers, and key account managers (KAMs) can use this dashboard to identify areas that need their focus.

 

Permissions set in the Revegy application will be reflected in the analytics; therefore, the values and analytics are filtered based on the accounts and opportunities accessible by the user.

 

Visualizations

The Executive Dashboard is divided into two halves - Account Planning and Opportunity Planning - with three tile sets per half (from left to right):

 

Account Planning

1. Potential Revenue Opportunities

2. Revenue Opportunity Status

3. % Healthy Accounts

 

Opportunity Planning

4. Revegy Won Opportunities

5. Revegy Managed Open Opportunities

6. % Healthy Opportunities

 

 

Dashboard Filters

Users can run filters inclusive of the following conditions:

• Account Name

• Account Owner

• Opportunity Name

• Opportunity Owner

• Up to five group levels