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How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard

What's New? We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your…

1 min read171 words3 explained imagesUpdated Wed, 25 Mar at 6:20 AM
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What's New?

We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your dashboard. Here’s what you can look forward to:
  • Average Sales Duration: Monitor the average time taken for all opportunities to close, helping you identify areas for improvement.
  • Total Sales Value: Keep track of the total value of your sales to measure overall performance.
  • Sales Velocity: Measure the speed of your sales processes to ensure efficiency and quick conversions.
These metrics are filterable by users, providing more granular insights into individual performance and allowing for better tracking and optimization of your sales processes.
To learn about the custom widgets, Click Here!
What's New? (image 1 of 3) What this shows To learn about the custom widgets, Click Here! What this shows Illustrates the "What's New?" section of "How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard". This screenshot appears in the "What's New?" section of "How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard". The text alongside this image reads: To learn about the custom widgets, Click Here! Immediately after, the guide continues: By default, Sales Efficiency shows aggregated metrics across all pipelines. To focus on one workflow or sales process, use the Pipeline dropdown in the widget. Image 1 of 3 What to clickTo learn about the custom widgets, Click Here! Next stepBy default, Sales Efficiency shows aggregated metrics across all pipelines. To focus on one workflow or sales process, use the Pipeline dropdown in the widget.
All 3 steps in this procedure
  1. Average Sales Duration: Monitor the average time taken for all opportunities to close, helping you identify areas for improvement.
  2. Total Sales Value: Keep track of the total value of your sales to measure overall performance.
  3. Sales Velocity: Measure the speed of your sales processes to ensure efficiency and quick conversions.
What's New? (image 2 of 3) What this shows To learn about the custom widgets, Click Here! What this shows Illustrates the "What's New?" section of "How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard". This screenshot appears in the "What's New?" section of "How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard". The text alongside this image reads: To learn about the custom widgets, Click Here! Immediately after, the guide continues: By default, Sales Efficiency shows aggregated metrics across all pipelines. To focus on one workflow or sales process, use the Pipeline dropdown in the widget. Image 2 of 3 What to clickTo learn about the custom widgets, Click Here! Next stepBy default, Sales Efficiency shows aggregated metrics across all pipelines. To focus on one workflow or sales process, use the Pipeline dropdown in the widget.
All 3 steps in this procedure
  1. Average Sales Duration: Monitor the average time taken for all opportunities to close, helping you identify areas for improvement.
  2. Total Sales Value: Keep track of the total value of your sales to measure overall performance.
  3. Sales Velocity: Measure the speed of your sales processes to ensure efficiency and quick conversions.

Filter by pipeline

By default, Sales Efficiency shows aggregated metrics across all pipelines. To focus on one workflow or sales process, use the Pipeline dropdown in the widget.

1. Go to your sub-account dashboard.

2. Locate the Sales Efficiency widget.

3. Click the Pipeline dropdown inside the widget.

4. Select the pipeline you want to view.

Filter by pipeline (image 3 of 3) What this shows 4. What this shows Illustrates the "Filter by pipeline" section of "How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard". This screenshot appears in the "Filter by pipeline" section of "How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard". The text alongside this image reads: 4. Select the pipeline you want to view. Image 3 of 3 What to choose4. Select the pipeline you want to view.
Buttons and menus referenced Pipeline

Frequently asked questions

What's New?
We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your dashboard. Here’s what you can look forward to: Average Sales Duration: Monitor the average time taken for all opportunities to close, helping you identify areas for improvement. Total Sales Value: Keep track of the total value of your sales to measure overall performance. Sales Velocity: Measure the speed of your sales processes to ensure efficiency and quick conversions. These metrics are filterable by users, providing more granular insights into individual performance and allowing for better tracking and optimization of your sales processes. To learn about the custom widgets, Click Here !

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