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Data & reporting
The sales dashboard
The standing view for a sales leader: bookings versus target, pipeline coverage, conversion by stage, forecast versus actual, and rep attainment.
Owned by: Sales analystTest band: Sales analyst
In practice
One screen, five numbers, each with a target and a trend. If leaders build their own spreadsheets from it, the dashboard is not answering their question.
The kind of thing the test asks
- A good sales dashboard for a leader shows…
More in data & reporting
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