Leadership forecast dashboard recipe

Leadership forecast dashboards provide visual insights into different aspects of your business performance, supporting gap analysis and informed business decisions.

Who’s it for

Senior management and sales leadership.

What they’ll get

Visual insights into different aspects of your business performance, supporting gap analysis and informed business decisions.

What you need

To build this dashboard, you’ll need the following:

• Preset metrics:

  • Bookings ($)

  • Open pipeline amount ($)

  • Pipeline generation amount ($)

  • Pipeline generation deal count (#)

• Custom metrics:

  • Coverage (%)

  • Gap to target ($)

• Target:

  • Bookings($)

• CRM fileds:

  • Pipeline generation source

  • Forecast category

• 1 line of business (forecast board)

How to build it

The easiest way to build this dashboard is by generating it from a template. If you prefer building it on your own, here’s how:

To build the leadership forecast dashboard:

1. Build 4 KPI widgets:

   1. Booking attainment:

      1. Base the widget on a single metric - Bookings ($) and set it to be measured against the bookings target.

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

   2. Gap to target:

      1. Base the widget on a single metric - Gap to target.

      2. Set the date (created date) and team member (owner) to be taken from the dashboard.

   3. Coverage:

      1. Base the widget on a single metric - Coverage ($) and measure it against the open pipeline target.

      2. Set the date (created date) and team member (owner) to be taken from the dashboard.

   4. Total pipeline created

      1. Base the widget on a single metric - Pipeline created ($).

      2. Set the date (created date) and team member (owner) to be taken from the dashboard.

2. Build 1 forecast rollup widget:

   1. Period forecast rollup

      1. Base the widget on a line of business and select the column “team members” to include in the widget.

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

3. Build 1 changes widget:

   1. Pipeline changes in the last week:

      1. Base the widget on a line of business.

      2. Select the forecast category and the range date to reflect the last 7 days.

      3. Set the date (closed date) and team member (owner) to be taken from the dashboard.

4. Build 1 custom chart:

   1. Open pipeline ($) by stage and forecast category:

      1. Base the widget on Open pipeline ($).

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

      3. Break down the data by stage and forecast category.

5. Build 1 trends widgets:

   1. How’s this quarter’s pipeline trending?

      1. Base the widget on your line of business.

      2. Break down the data by forecast category and select the default forecast category.

      3. Set the team member (owner) to be taken from the dashboard and the period as the current fiscal quarter.

6. Build 2 deals widgets:

   1. Highest value deals

      1. Base the widget on a deal board, select the board’s default tab, and select the columns to include in the widget.

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

   2. Open deals with low scores

      1. Base the widget on a deal board, select the board’s default tab, and select the columns to include in the widget.

      2. Filter the deals by low score.

      3. Set the date (closed date) and team member (owner) to be taken from the dashboard.

7. Build 5 custom charts:

   1. Pipeline created ($) this quarter by source and current stage:

      1. Base the widget on Pipeline created ($).

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

      3. Break down the data by source and stage.

   2. Pipeline created (#) this quarter by source and current stage:

      1. Base the widget on Pipeline created (#).

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

      3. Break down the data by source and stage.

   3. Pipeline created ($) in the last 13 weeks by source:

      1. Base the widget on Pipeline created ($).

      2. Set the team member (owner) to be taken from the dashboard and the period as the last 13 weeks.

      3. Break down the data by weeks and source.

   4. Pipeline created (#) in the last 13 weeks by source:

      1. Base the widget on Pipeline created (#).

      2. Set the date (closed date) and team member (owner) to be taken from the dashboard.

      3. Break down the data by weeks and source.

   5. Open pipeline ($) lookout by month and stage:

      1. Base the widget on Open pipeline ($).

      2. Set the team member (owner) to be taken from the dashboard and the date as 3 fiscal quarter + current.

      3. Break down the data by month and stage.