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Comercial

Sales 360

the full commercial picture

Targets that turn into results

Brings pipeline, invoiced orders and targets into a single read, so the sales meeting stops arguing over conflicting numbers. The layout separates what is still a forecast from what has already become recognized revenue. Works for the team's weekly review as well as the monthly close with leadership.

Cover artwork of the Sales 360 Template

Navigation

  • Overview
  • Funnel
  • Targets
  • Commissions

Typical filters

  • Year
  • Month
  • Rep
  • Region

Suggested data sources

  • CRM (pipeline)
  • ERP (orders)
  • Target spreadsheet

Decorative elements

Decorative element 1 of the Sales 360 Template
Decorative element 2 of the Sales 360 Template

Other Templates