Sales Projection Dashboard

Teams That Use This Dashboard

Executive
Sales

What Is Measured

  • Sales Quotes
  • Weekly Sales
  • Quotes vs. Booked Orders
  • Pipeline Tracking
  • Monthly Order Intake
  • Opportunities Greater than $30k

How It Helps Growth

  • Simplifies internal processes
  • Keeps finance and sales teams on the same page
  • Helps sales communicate more effectively with prospects

The Need to Never Miss an Opportunity

The Need to Never Miss an Opportunity

MachMotion's sales team had a problem: they lacked a dependable communication process for informing sales when to follow up after the finance team sent out a sales quote to a prospect. This led to lost opportunities that otherwise could have turned into great customers.. MachMotion knew they needed a way to keep their finance and sales teams in sync, so the salespeople could strike while the iron was hot.

How MachMotion Built Their Sales Projection Dashboard

Drawing on data from Salesforce and their finance team, MachMotion built a dashboard that displays quotes that have recently gone out. The sales team also uses the dashboard to help them project future sales, monitor deal progress, and understand how they're tracking towards goals, using metrics like Quotes vs. Booked Orders, Lead History, and Quotes > $1000.

How MachMotion Built Their Sales Projection Dashboard
How MachMotion Uses Their Sales Projection Dashboard

How MachMotion Uses Their Sales Projection Dashboard

New quotes are posted to the Sales Projection Dashboard automatically, making it easy for the sales team to see which prospects are ready to be followed up with. With this improved form of communication, MachMotion can create better client relationships, simplify internal processes, and improve sales performance.

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