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Lead and Opportunity TAT dashboard

Dashboard to monitor Lead and Opportunity TAT
Template
Application type
Analytics
Template type
Install
Product description
Product description

The template allows sales team to view the time spent at each lead stage and opportunity stage, and also see the average TAT across all the leads and opportunities.

Intended use of the template:

  • monitor time spent in each lead stage as well as opportunity stage;
  • monitor average TAT across all active leads & opportunities.

The template can be used as a sample to develop TAT dashboards for various business verticals seperately.

Price
Free
Product compatibility
Product
Sales (enterprise)
Version
7.14.1 and up
Platform
.Net Framework
Guides and manuals

1. Add TAT columns. Go to the "Stages" detail in the "Lead" and the "Opportunity" sections and add "TAT Days" and "TAT hours" columns to the detail list.

2. Open dashboards. Two new dashboards will be created in the "Lead" and the "Opportunity" sections to display average TAT across all leads/opportunities. Setup access rights to these dashboards as per your needs.

Leave your feedback about the solution to its developer and Marketplace team