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sales-metrics-dashboard

Treat sales as a math problem. Know your numbers, find the leaks, fix the right stage.

  • Area: Sales & Clients
  • Category: sales
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: Head of Sales

Builds daily activity KPI dashboards, models funnel conversion rates between stages, calculates sales velocity, and identifies where deals are dying.

How you ask

  • “Build me a sales metrics dashboard for this week”
  • “I need to close $100K this month — what's my daily outreach target?”
  • “My close rate is 15% — what's wrong and how do I fix it?”
  • “Where is my funnel leaking? Here are my numbers: [paste stats]”
  • “Generate a weekly sales report from my pipeline data”

Inputs

  • kpi_registry — Canonical KPI ids and thresholds. Bind to existing ids rather than defining parallel metrics that drift from the weekly KPI loop.
  • pipeline-data — Current opportunities, stages, values, dates, owners, activities, and reporting scope.
  • reporting-period — Existing dashboard plus new period pipeline, activity, conversion, and revenue observations.
  • funnel-metrics — Stage counts, conversion rates, cycle time, targets, and comparison period.
  • revenue-target — Revenue goal, average deal size, stage conversions, working days, and current capacity.

Outputs

  • activity-targets (markdown)
  • funnel-audit (markdown)
  • sales-dashboard (markdown)
  • sales-weekly (markdown)
  • {scope.sales}/activity-targets-{date}.md
  • {scope.sales}/funnel-audit-{date}.md
  • {scope.sales}/sales-dashboard-{date}.md
  • {scope.sales}/sales-weekly-{date}.md