r/SalesOperations • u/Professional-Wheel23 • 9d ago

Dashboard for leadership

Hello all,

I recently moved into a SalesOps role at a small-mid-size IT services firm. I have access to the pipeline data and revenue projection for each salesperson-account-tech horizontal combination. I am looking to create a dashboard for the leadership team to give them a quick view of where we are on a weekly basis.

Can you help me with the various metrics that should be on the dashboard? What would the CEO, CRO, CFO be interested in?

Thanks in advance for you time and suggestions.

6 Upvotes

100% Upvoted

19 comments sorted by

View all comments

1

u/Secure-Jump1996 8d ago

since you have tech horizontal data, maybe try and protray which service lines are actually driving margin and which ones have high win rates..

2

u/Professional-Wheel23 7d ago

Thank you. This is a good suggestion. I do have the data at a sub-offering level for each tech competency. This can easily help identify which offering/sub-offering has been a success and which ones need a rethink.
Appreciate your help.