Dashboards
Ready for the sales meeting, every week.
On this page 4 sections
Tabs of dashlets. One Owner and one Period apply to everything on a tab, and every number opens the deals behind it.
Try it
In Ordo
- Dashboard
- Sales
- Full screen
The menu and editing buttons step aside, so the room sees only the numbers.
How it works
- Sales: this month and this quarter, what's closing by week, what changed in 7 days, and each owner.
- Executive: won against target, won by month, the pipeline weighted by each stage's odds, every rep against their number, and what to watch.
- Your own tabs: arranged from the Dashlet center, yours only.
- Targets: each person's monthly target in Settings → Users. A team's is its people's added up.
Good to know
Click a rep in the team table to see just theirs, then talk their deals through.