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Sales Account Volumes Dashboard

Reports
Account Density Heat Map
Account Listing
Volume Trend
Order Volume by Panel Type
Top Accounts 30/60/90 Trend
Stale Accounts – Last 30 Days
Declining Accounts – Month Over Month

Sales Pipeline Dashboard

Reports
Active Opportunities (total number and estimated monthly revenue)
Opportunities Won (total and dollar amount of estimated monthly revenue won)
Percentage Opportunities Won (percentage of total opportunities and percentage of estimated monthly revenue)
Opportunities Lost (total and dollar amount of estimated monthly revenue lost)
Estimated Monthly Revenue by Opportunity Type
Estimated Monthly Revenue by Sales Rep
Estimated Monthly Revenue by Organization Type
Estimated Monthly Revenue and Opportunity Count by Month
Opportunity Pipeline (+/- 6 months)
Active Pipeline Estimated Monthly Revenue by Stage
Pipeline Estimated Monthly Revenue by Sales Stage and Sales Rep
Opportunity Detail

Sales Activities Dashboard

Reports
Total Sales Activities (total activities and number of accounts)
Completed (total and percentage of total sales activities)
Sales Reps (total number of reps and average number of tasks per sales rep)
Activities by Subcategory
Activities by Account Type
Assigned Sales Reps
Activity Trend by Account Type
Activity Trend by Subcategory
Activities by Subcategory and Sales Rep
Sales Rep Activities Trend
Open Sales Tasks

Services Activities Dashboard

Reports
Total Cases and Ordering Locations
Completed Cases (total number and percentage of total cases)
Open Cases (total number and percentage of total cases)
Average Time to Resolve (for all cases)
Cases by Category/Subcategory
Average Time to Resolve (by category and subcategory)
Cases by Assigned Case Owner
Root Cause
High-Frequency Organizations
Activity Volume Trend
Cases by Category/Subcategory Trend
Services Cases Detail