This dashboard enables the user to see risk analytics on the deals in the pipeline across different quarters. Through various graphs and charts, a user can spot the problems in every stage of the pipeline as they occur. A manager can look for the risk insights of a particular rep which can help in designing personalized training for reps.
This dashboard is for a sales team to spot reasons of revenue leakage. And as prevention is better than cure, having real time analytics on the revenue leakage can help preventing it before any significant lose.
This graph displays the distribution of all the deals along different stages of the pipeline and their risk scores.
In one graph, the user can get insights on the bottlenecks of the pipeline and their root causes. This is the first step of optimizing the pipeline which a company should do every quarter.
On top of the graph, just after the heading a drop down is provided which can help the user customize what kind of risk they want to analyze.
Clicking on the drop down, 2 options will be presented 1. Engagement Risk and 2. Forecast Risk the user can choose from the options by clicking that option in the drop down.