Sales Analytics


Sales Strategy - Pipeline X-Ray Report
Pipeline X-Ray dashboard Goal The X-Ray dashboard provides a forward looking perspective of current and future quarters pipeline. Access To comply with the SAFE Framework, please submit an Access Request to the Sisense SAFE Enviroment. Access to the X-Ray dashboard is automatically awarded to all members of the SAFE Sisense group. Please reach out to @nfiguera if there are any open questions. Metrics Targets (Net ARR & deal count) Closed Deals (Net ARR & deal count) Pacing (Booked / Target) Created & Closed Open Pipe by Stage 1+, 3+, 4+ Coverage by Stage 1+, 3+, 4+ Pipeline Generation within Quarter (Net ARR & deal count) Historical values are based on fitted lines to the last 4 quarters Most of this metrics are available for current quarter, current quarter + 1 and next quarter + 2.
Sales Strategy - SAE Heatmap dashboard
SAE Heatmap dashboard Goal The SAE Heatmap provides a high level view of current achivement, pipe coverage to quota and pipe generation for each SAE within a region. Example screenshot of the SAE Heatmap: Access Please reach out to @nfiguera or another member of the SS&A team. Metrics Achievement (Monthly reconciled from Xactly) Open Pipe by Stage 1+, 3+, 4+ Coverage by Stage 1+, 3+, 4+ Pipeline Generation in Quarter (Net ARR & deal count) NFQ+: Pipeline generated, expected to land in future quarters.
Sales Strategy and Analytics - Pipeline Management Tools
Pipeline Management Tools Goal The goal of this documentation is to provide you with an overview of the Pipeline Management tools from the Sales Analytics team. What is Pipeline and Why do we manage Pipeline? Pipeline is the sum of all open sales opportunities and is one of the key metrics that helps us to consistently hit our targets. It is one of the leading indicators of the health of our business and it informs us on our sales motion dynamics.
Last modified November 6, 2023: Move sales files in to place (6d61f57d)