# New Business Dashboard ## What you Need ### Properties Owner Name This property contains the names of all owners from your CRM, organized by object type. Add any additional owner names that are relevant to your funnel stages or sales reps.

## Building the Dashboard ### Closed Won this year by Rep **Visualization Type:** Bar Chart **Properties:** Date, Owner Name **Goals / Data:** Closed Won **Date Range:** This Year

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add your breakdowns - in this case we are using Date (with the Date Grouping set to Month) and the Owner Name property you just created above 3. Add your data metrics - in this case we are only using Closed Won - Deal Amount (This can be replaced with the amount field you use for Closed Won) ### Average Sales Cycle Length **Visualization Type:** Bar Chart **Properties:** (Your Amount Field) **Goals / Data:** Closed Won **Date Range:** Last 18 Months

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add your breakdowns - in this case we are using the amount field related to your Closed Won funnel stage 1. We are also going to group the ARR values together to show the difference in sales cycles for different sized deals 2. These are the buckets that we are using but you can edit these to reflect your business model

3. Add your data metrics - in this case we are using Closed Won - Time between date fields / Closed Won - Times done 1. For your time between date fields you can use the fields that are relevant to your deals being created -> and the deal closing, below is a common example:

### Open Pipeline by Rep **Visualization Type:** Table **Properties:** Owner Name **Goals / Data:** Pipeline **Date Range:** All Times

### Open Pipeline Details **Visualization Type:** Table **Properties:** Owner Name, Deal Name, Deal Stage, Deal Source, Deal Createddate, Deal Close Date, SalesForce Days at "xyz" stage, Deal Id **Goals / Data:** Pipeline **Date Range:** All Times

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add all of the properties listed above to your breakdown, note that these breakdowns may look different for your instance. Any deal properties that you think are relevant to a report looking at open pipeline can and should be added here - the ones listed above are a good baseline 3. Add your data metrics - in this case we are using Closed Won - Times done and Closed Won - Deal Amount 1. On each of these columns we are going to add a column level filter to ensure the deal has not closed just as we did for the previous report

### Closed Lost by Rep **Visualization Type:** Table **Properties:** Owner Name **Goals / Data:** Closed lost **Date Range:** This Year

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add Owner Name to your breakdown 3. Add your data metrics - in this case we are using Closed Lost - Times done and Closed Lost - Deal Amount ### Closed Lost Details **Visualization Type:** Table **Properties:** Owner Name, Deal Name, Deal Source, Deal Createddate, Deal Close Date, Salesforce Stage Before Closed Lost Custom, Salesforce Closed lost reason custom, Salesforce loss reason custom **Goals / Data:** Closed lost **Date Range:** This Year

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add all of the properties listed above to your breakdowns - as mentioned previously these can and should be replaced with the respective properties that you use, the ones listed above are a good baseline 3. Add your data metrics - in this case we are using Closed Lost - Times done and Closed Lost - Deal Amount ### Closed Lost Reasons by Rep **Visualization Type:** Table **Properties:** Owner Name, Salesforce Closed lost Reason Custom **Goals / Data:** Closed lost **Date Range:** This Year

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add all of the properties listed above to your breakdowns - as mentioned previously these can and should be replaced with the respective properties that you use, the ones listed above are a good baseline 3. Add your data metrics - in this case we are using Closed Lost - Times done and Closed Lost - Deal Amount ### Closed Lost Reasons Overall **Visualization Type:** Table **Properties:** Salesforce Closed lost Reason Custom **Goals / Data:** Closed lost **Date Range:** This Year

1. Fill in the name, visualization type, and date range for the report as specified above 2. Add Salesforce Closed Lost Reason Custom (Or whatever your loss reason property is) to your breakdown 3. Add your data metrics - in this case we are using Closed Lost - Times done and Closed Lost - Deal Amount
## Analyze with Odin Now that you've finished building your New Business Dashboard, we highly recommend navigating to the dashboard's home page and clicking 'Analyze with Odin AI' in the top right corner. Odin will provide insights and analysis based on the reports you just created. Happy reporting!