ClientPoint offers an intuitive and data-driven approach to managing proposals through its newly restructured Dashboard. This powerful feature aggregates proposal data into digestible numbers, lists, and charts, helping you track performance and make informed decisions. Let’s take a closer look at how to effectively use the Dashboard and its various components.
Overview of the Dashboard Components
The ClientPoint Dashboard is divided into five distinct sections, each offering a unique view of your proposal data. These sections allow you to understand the status of your proposals and track key metrics. The dashboard only displays proposals assigned to the Pending, Lost, and Won categories, helping you focus on active deals.
Key Features and Filters
To tailor the data displayed, the dashboard offers several filters, which are indicated by red boxes. These filters allow you to drill down into specific data points. Here are the main filters you can use:
- Users: Filter by individuals such as Sales Reps, Business Development Managers (BDM), etc.
- Date Range: Choose from preset options like Week, Month, Year, or All Time to view data for specific periods.
- Category, Division, Representative: Filter by these attributes to see data broken down by various organizational divisions or personnel.
- Status: Focus on proposals that are in the Pending, Won, or Lost statuses.
With these filters, you can refine the data shown on the Dashboard, allowing for more targeted insights into your proposal performance.
Activity Board
The Activity Board displays several key statistics that help track your proposal progress:
- Created: Number of proposals created.
- Sent: Proposals that have been sent to clients.
- Viewed: Proposals that clients have viewed.
- Signed: Proposals that have been signed by clients.
- Won: Proposals that have been won.
- Unsent: Proposals that have not yet been sent.
- Amount Won: The total value of won proposals.
- Amount Pending: The total value of proposals that are still in the pending stage.
These metrics provide a quick snapshot of your proposal pipeline, helping you track your team's success at a glance.
Trends Chart
The Trends chart offers a visual representation of how your proposal amounts are progressing over time. This chart shows how much money has been generated through proposals each month, offering a clear picture of financial performance. The Date Range filter can be applied here as well, so you can view trends for specific timeframes like Month, Year, or All Time. Additional filters for Category, Division, and Representative can help you understand trends within specific groups or individuals.
Pipeline Dashboard
The Pipeline dashboard is especially useful for comparing larger changes or differences in proposal data. This section provides two key functionalities:
- Compare Data Sets: The pipeline dashboard allows you to compare data sets between different groups. This is valuable for understanding variations across regions, teams, or other organizational divisions.
- Relationship Between Data: The pipeline chart is designed to show the relationship between data points along the X and Y axes. This feature helps you quickly identify trends and gaps in your proposal pipeline.
You can view the pipeline by various filters, including Rep, Category, Division, and Market (Vertical Market). These filters help you break down and understand the relationships between different groups and their performance.
Conclusion
ClientPoint’s Dashboard is a powerful tool for managing and analyzing your proposals. By leveraging the various filters, metrics, and charts, you can gain actionable insights into your pipeline, helping you to make better, data-driven decisions. Whether you're tracking the success of individual sales reps, comparing performance by category, or analyzing trends over time, the Dashboard ensures you have the information you need at your fingertips.
If you have any questions or need further assistance, don't hesitate to reach out to our support team at support@clientpoint.net.