Where to Track the Won-Sale Rate and Sales Distribution by Customer on a Sales Dashboard

Jestor's Sales Force template comes with a starter dashboard with ready-made indicators, including the percentage of sales won in the period and a chart showing sales distribution by customer.

What does the sales dashboard show?

Indicator	What it shows
Sales in progress and won	Counters at the top of the dashboard
% of sales won this month	Conversion rate for the period
Sales by stage	Chart showing how many opportunities are in each stage
Sales by customer	Pie chart showing concentration by customer

How to filter dashboard data by period?

The dashboard has a date filter that lets you select a specific period to analyze sales in that range, updating the indicators and charts based on the selection.

Why does this visibility help sales management?

Having the conversion rate and customer distribution in a single panel keeps a manager from having to build this analysis manually in a separate spreadsheet, giving immediate visibility into team performance.

Why choose Jestor for sales management?

Jestor delivers this dashboard ready to go inside the Sales Force template, available in the template store, letting you install and view these indicators without setting up a panel from scratch.

Where is the sales-by-customer chart?

It appears on the main dashboard of the Sales Force template, as a pie chart by customer.

Can the dashboard be filtered by period?

Yes, there's a date filter that adjusts indicators and charts to the selected range.

Does this dashboard come ready-made, or does it need to be set up?

It comes ready-made when you install the Sales Force template, and can be customized afterward as needed.

Video Tutorial: Step by Step

Check out more practical tutorials on Jestor's YouTube channel.

Get to know Jestor

With Jestor, a complete sales dashboard already comes ready in the Sales Force template, no need to build it from scratch.

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