How to Add and Use the Sales Efficiency Widget on Your Dashboard
Introducing the Sales Efficiency Widget
A new widget is now available to help you monitor and improve your sales performance directly from your CRM dashboard. This widget provides key metrics that offer valuable insights into your sales processes.
Key Metrics Provided
The Sales Efficiency widget displays three important performance indicators:
- Average Sales Duration: Tracks how long it typically takes for opportunities to close, helping you identify potential bottlenecks in your sales cycle
- Total Sales Value: Shows the cumulative value of all completed sales, giving you a clear picture of overall performance
- Sales Velocity: Measures how quickly deals move through your pipeline, indicating the efficiency of your sales process
Filtering by Pipeline
By default, the widget displays aggregated metrics across all your pipelines. You can focus on specific sales processes using the filtering options:
- Navigate to your sub-account dashboard
- Locate the Sales Efficiency widget
- Click the Pipeline dropdown menu within the widget
- Select the specific pipeline you want to analyze
Filtering by Users
The widget also allows you to filter metrics by individual users, enabling you to track team member performance and identify areas where additional training or support might be needed.
These filtering capabilities provide granular insights that help you optimize your sales processes, identify improvement opportunities, and make data-driven decisions to enhance overall sales efficiency.