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beginnerAnalysis25 minutes
Interpret a Sales Dashboard
Analyze a sales dashboard and identify the key insights and recommended actions.
Learning Objectives
- Read and interpret dashboard metrics
- Identify trends and anomalies
- Translate data into recommendations
Data
{
"quota": 500000,
"pipeline": 1200000,
"weightedPipeline": 420000,
"closedWon": 125000,
"closedLost": 95000,
"winRate": 0.24,
"avgDealSize": 28000,
"salesCycleLength": 52,
"byRep": [
{
"name": "Sarah",
"quota": 125000,
"closed": 52000,
"pipeline": 380000,
"winRate": 0.32
},
{
"name": "Mike",
"quota": 125000,
"closed": 41000,
"pipeline": 290000,
"winRate": 0.28
},
{
"name": "Jessica",
"quota": 125000,
"closed": 22000,
"pipeline": 310000,
"winRate": 0.18
},
{
"name": "Tom",
"quota": 125000,
"closed": 10000,
"pipeline": 220000,
"winRate": 0.12
}
],
"pipelineByStage": {
"discovery": 450000,
"evaluation": 380000,
"proposal": 250000,
"negotiation": 120000
},
"monthlyTrend": [
{
"month": "Jan",
"closed": 85000,
"created": 320000
},
{
"month": "Feb",
"closed": 92000,
"created": 280000
},
{
"month": "Mar",
"closed": 125000,
"created": 250000
}
]
}Instructions
- 1Review the dashboard data below
- 2Identify 3 positive trends
- 3Identify 3 areas of concern
- 4Recommend 2-3 specific actions
- 5Prioritize actions by impact
Deliverables
- Written analysis (300-500 words)
- 3 positive findings with evidence
- 3 concerns with evidence
- Prioritized action plan
Evaluation Criteria
- Analysis is data-driven, not assumption-based
- Concerns are specific and actionable
- Recommendations are realistic and prioritized
- Connections between metrics are identified
Hints
- Compare pipeline coverage to typical 3x benchmark
- Look at variance between reps
- Check if pipeline created is keeping pace with closes