Return on Investment (ROI) Dashboards

ROI dashboards can be installed to help visualize and measure the value of opportunity management and/or account planning across your organization. The following are available for installation:

  • Opportunity Manager ROI: View the momentum, velocity, and performance of opportunity-based selling activities. Help your sales and operations teams to assess ROI from structured opportunity management. The dashboard tracks both leading indicators (such as open opportunities with Altify plans and forecasted pipeline) and lagging indicators (such as win rate, deal size, and sales cycle time) by leveraging Altify data.

  • Account Planning ROI: View the momentum, impact, and velocity of account-based selling activities. Help your sales and operations teams assess return on investment (ROI) from strategic account planning. The dashboard tracks both leading indicators (such as pipeline growth and plan activity) and lagging indicators (such as closed/won revenue) by leveraging Altify data.

Both dashboards can be customized, using Salesforce reporting functionality, to suit your organization's requirements.

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