Team Dashboard
Track team revenue performance quickly
Revenue vs Target
2.4B VND
+12% vs target
Win Rate
68%
+5% this month
Pipeline Volume
156
Active deals
Avg Conversion Time
18 days
+2 days vs last month
Sales Funnel
Leads
1,240
MQL
620
Contacted
372
Proposal
186
Won
124
Quick Actions
Team Leaderboard
| Rank |
Sales Rep |
Revenue |
Deals Closed |
Win Rate |
Target Progress |
|
1
|
Nguyen Van A
Senior Sales Rep
|
680M VND |
34 |
78% |
|
|
2
|
|
520M VND |
28 |
72% |
|
|
3
|
|
480M VND |
25 |
69% |
|
Pipeline Monitoring
Track and manage all active deals
Active Deals
|
Client ↕
|
Stage ↕
|
Value ↕
|
Owner ↕
|
Age ↕
|
Actions |
|
Trung tâm Anh ngữ ABC
IELTS Course Package
|
Proposal
|
45M VND |
Nguyen Van A |
12 days |
|
|
Học viện XYZ
Digital Marketing Course
|
Contacted
|
28M VND |
Tran Thi B |
5 days |
|
|
Công ty Giáo dục DEF
Corporate Training
|
Negotiation
|
120M VND |
Le Van C |
8 days |
|
Deal Details
Select a deal to view details
Coaching & Team Activity
Monitor team activities and provide coaching
Recent Activities
Nguyen Van A
Called Trung tâm Anh ngữ ABC - Discussed pricing options
2 hours ago
Tran Thi B
🚨 Coachable Moment: Lost deal due to pricing objection
4 hours ago
Le Van C
Sent proposal to Công ty Giáo dục DEF - 120M VND
6 hours ago
Coaching Schedule
Mon
Tue
Wed
Thu
Fri
Sat
Sun
28
29
30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
Coachable Moments
Tran Thi B
Needs Coaching
Lost deal with Học viện PQR due to pricing objection. Customer mentioned competitor offering 20% lower price.
Deal Value: 35M VND • Lost 2 hours ago
Le Van C
Good Practice
Excellent discovery call with Công ty Giáo dục DEF. Identified 3 key pain points and positioned our solution perfectly.
Deal Value: 120M VND • Call completed 4 hours ago
Approvals
Review and approve special pricing requests
Pending Approvals
3 pending
Trung tâm Anh ngữ ABC
IELTS Course Package
High Priority
Proposed Price
45M VND (-10%)
Sales Rep
Nguyen Van A
Reason for Exception
Competitor offering similar package at 45M VND. Customer is price-sensitive but high-volume potential (200+ students).
Công ty Giáo dục DEF
Corporate Training Package
Medium Priority
Proposed Price
120M VND (-20%)
Sales Rep
Le Van C
Reason for Exception
Large enterprise client requesting volume discount. Potential for 3-year contract renewal.
Học viện GHI
Digital Marketing Bootcamp
Low Priority
Proposed Price
32M VND (-8%)
Sales Rep
Tran Thi B
Reason for Exception
Early bird discount for Q1 enrollment. Customer committed to immediate payment.
Recent Decisions
Học viện JKL
Approved
25M VND → 22M VND
2 hours ago
Trung tâm MNO
Rejected
40M VND → 30M VND
1 day ago
Công ty PQR
Approved
80M VND → 75M VND
2 days ago
Reports & Analytics
High-level performance insights and trends
Funnel Conversion Rates
Stacked Bar Chart
Lead → MQL → Contact → Proposal → Won
Revenue Trend
Line Chart
Monthly revenue progression
Lead Sources
Pie Chart
Revenue by source
Win/Loss Analysis
Donut Chart
Won vs Lost deals
Team Management
Manage your sales team and track individual performance
Top Performer
Nguyen Van A
Team Members
| Team Member |
Role |
Target |
Achievement |
Performance |
Status |
Actions |
Nguyen Van A
nguyen.a@company.com
|
Senior Sales Rep
|
₫400M
|
₫485M
|
|
Excellent
|
|
Tran Thi B
tran.b@company.com
|
Sales Representative
|
₫300M
|
₫195M
|
|
Needs Support
|
|
Le Van C
le.c@company.com
|
Junior Sales Rep
|
₫200M
|
₫176M
|
|
Good
|
|
Sales Forecasting
Revenue predictions and deal probability analysis
This Quarter
Target:
₫2.5B
Forecast:
₫2.8B
Confidence:
85%
Next Quarter
Projected:
₫3.2B
Pipeline:
₫4.1B
Probability:
78%
Year End
Annual Target:
₫12B
Forecast:
₫13.5B
Growth:
+12.5%
Revenue Forecast Trend
Monthly Revenue Forecast
Target vs Projected vs Actual
Deal Probability Analysis
Medium Probability (50-80%)
High-Impact Deals (Next 30 Days)
| Deal |
Value |
Owner |
Close Date |
Probability |
Risk |
Công ty Giáo dục DEF
Corporate Training Package
|
₫120M
|
Le Van C
|
Oct 15, 2025
|
85%
|
Low
|
Trung tâm Anh ngữ ABC
IELTS Course Package
|
₫45M
|
Nguyen Van A
|
Oct 8, 2025
|
60%
|
Medium
|
Training & Development
Manage team training programs and skill development
Current Training Programs
Advanced Sales Techniques
Active
Master advanced closing techniques and objection handling
Progress: 65%
5/8 participants
CRM Mastery Workshop
Starting Soon
Maximize efficiency with advanced CRM features
Starts: Oct 1, 2025
8 registered
Customer Psychology
Completed
Understanding customer behavior and decision-making
Completed: Sep 15, 2025
8/8 graduated
Individual Development Plans
Tran Thi B
Focus: Negotiation Skills, Pipeline Management
Next session: Oct 5, 2025
Le Van C
Focus: Presentation Skills, Client Relationship
Next session: Oct 3, 2025
Training Calendar
Mon
Tue
Wed
Thu
Fri
Sat
Sun