#3 Client Dashboard: Opportunities Overview

Opportunities Overview: Understanding Your Sales Pipeline

The Opportunities Overview helps you understand how your leads are progressing through your sales pipeline; from initial contact to closed deal.

It’s one of the most important sections for identifying:

Pipeline performance
Conversion gaps
Revenue opportunities

For a full walkthrough, watch the video below:

Start With the Right Filters

At the top of this report, you’ll see several filters.

What matters most:

Date Range → Set this to the timeframe you want to analyze
- Most commonly: previous month, quarter, or year
Pipeline → Make sure this is set to your Sales Pipeline

If you use multiple pipelines (e.g., recruiting or internal workflows), selecting the wrong one will skew your data.

👉 Other filters (location, stage, status) can typically be left as-is unless you’re analyzing something specific.

Key Metrics to Watch

This section gives you a clear view of how leads move through your pipeline.

1. Opportunities

Total number of new leads during the selected timeframe
Includes:
- First-time phone calls
- Form submissions

👉 This is your top-of-funnel lead volume.

2. Booked

Number of leads that turned into appointments

👉 This depends on:

Using the Appointment Booked stage
Consistently updating your pipeline

This metric reflects your sales activity and responsiveness.

3. Won

Number of opportunities that became closed deals

👉 Triggered when leads are moved to:

Project Sold
Project Complete

This is your conversion into revenue.

4. Potential Sales Value

Total dollar value of opportunities in your pipeline

👉 Pulled from opportunities where a value has been added (typically during the estimate stage)

This helps you understand:

Current pipeline value
Future revenue potential

Opportunities Over Time

This chart shows when opportunities are coming in.

Use it to identify:

Trends in lead flow
Seasonal patterns
Busy vs slower periods

👉 This is especially helpful for planning and forecasting.

Summary View

The summary table consolidates your key metrics:

Opportunities
Booked
Won
Sales

👉 Think of this as a quick reference version of the data above.

Lead-Level Details

At the bottom of the report, you’ll find detailed tables.

Won Leads

Includes:

Contact name
Date created
Days to close
Associated revenue

👉 Useful for understanding how long it takes to close deals and reviewing performance.

All Leads Created

Shows every new lead during the selected timeframe

👉 Helpful for:

Spot-checking data
Verifying lead flow

How to Use This Report

This section is designed to help you identify pipeline performance and bottlenecks.

Use it to answer questions like:

Are we generating enough opportunities?
Are leads turning into appointments?
Are appointments turning into sales?
Do we have enough pipeline value to hit our goals?

⚠️ Data Accuracy Matters

This report is only as accurate as your CRM usage.

To get the most value:

Keep your pipeline updated
Move leads through stages consistently
Add dollar values to opportunities

👉 Better data = better decisions.

Simple Way to Think About It

Opportunities → Leads coming in
Booked → Sales activity happening
Won → Revenue generated
Pipeline Value → Future revenue potential

What to Explore Next

Continue exploring the dashboard:

Need Help?

If something doesn’t look right or you’re unsure how to interpret your data:

👉 Reach out to your Account Manager