RFP Dashboard
My Role
Salesforce Administrator | RevOps Specialist
Project description
Recreation of RFP dashboard created at previous company using sample (not real) data.
Sales and Operations Executives requested a dashboard to view metrics regarding pending, approved and rejected RFPs in a given quarter. Dashboard mainly used by the Operations team to view pending RFPs needed to review for approval/rejection. Sales management also viewed this dashboard frequently and requested I add some key metrics:
Count of approved and rejected RFPs
Avg days to approve
Avg deal size
Total booking revenue
Pending & live program revenue
Win rates
RFP Dashboard
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Posted Oct 11, 2024
Dashboard created for Sales and Operations Teams to track metrics regarding pending, approved & rejected RFPs in a given quarter
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