This report is very simple to create in Salesflare: simply make a report on the "accounts" usa phone number list entity, apply the dashboard time filter to "created date", and use a "scorecard" as the chart type.
Total value of new opportunities per month (custom)
Counting the number of new contacts you create is a great way to measure your results and stay motivated. If you also want to know what these new contacts represent in terms of the total value they bring (and how it evolves over time), then this report will be useful.
To build it in Salesflare, you need to make a report on "opportunities" (1), apply the dashboard filter to "creation date" (2), choose a "column chart" to represent it (3), display by "opportunity creation date" (x-axis) (4), and measure by the "sum" (5) of the "opportunity value" (y-axis) (6).
With numbered arrows (linked to the text above) on this, for convenience
Top Lead Sources (Built-in, Optional)
Now that you know how many leads you bring in and what total value they represent, the question remains which lead generation tactics bring you more leads.
That’s why you need to track the “lead source” of each new opportunity. This way, you can understand which sources are generating the most leads, so you can double your results or explore new ways to generate leads.
Since most people don’t track lead sources and we like to keep things clean in Salesflare, we’ve made this an off-by-default, but fully integrated option so you can enable the field in Settings > Customize Fields > Opportunities > Default Fields whenever you’re ready ( more on that here ).
The above report will automatically appear in your built-in “Revenue” dashboard.
Total value of new opportunities by lead source (custom)
Why so colorful? We also segmented the total value by country
This report is a combination of the previous two: it measures the total value of new opportunities, but this time by source (and segmented by country).
You can build it in Salesflare as follows: create a report on "opportunities", apply the dashboard filter to "created date", choose a "column chart" to represent it, visualize by "opportunity source" (x-axis), and measure by the "sum" of the "opportunity value" (y-axis).
We also segmented by “account country” so you can see how each country is represented (you can hover over the bars in Salesflare to get more information about these segments and their size).
2. Sales Forecast Dashboard
When we know how many leads are generated and how, we can look a bit further in our pipeline and start tracking how much revenue it is expected to produce by creating a previsioni di vendita .