Bundle Opportunity Dashboard
My Role
Salesforce Administrator | RevOps Specialist
Project Description
Recreation of Bundle Opp dashboard created at previous company using sample (not real) data. Sales Executives requested a dashboard to track the success of a new Bundled product offering. Continuation of the new product offering was directly tied to metrics tracked in this dashboard. Key metrics requested by Sales Executives:
Total won opp revenue with quarterly goal
Count of won opps
Avg deal size of won opps with quarterly goal
Breakdown of opps by current sales stage
Opp Win Rate %
Program channel allocation % with goal - Overall dashboard filter for current/previous QTR
Bundle Opportunity Dashboard
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Posted Oct 11, 2024
Dashboard to track the success of a new Bundled product offering. Continuation of the new product offering was directly tied to metrics.
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