To stay on top of your business, you must review all the corners of your business periodically, which at a top-level includes learning about current sales, comparing it against the sales plan, the pace it needs to achieve the current plan, deals, forecast, pipeline, and reps performances. But it's time-consuming to use multiple applications and gather all of these data. Aviso AI Dashboard gives you a consolidated view of such business-critical data that tells you where your business stands and actionable insights with respect to sales forecasts, deals, pipelines, reps’ performance in a given quarter. You can customize and view this data for any selected contact across geography, for a regional team, and a global team as a whole. The Dashboard screen lets you view data segment-wise (total, new, upsell, and so on), customize the screen layout, and customize the formula for any section that best fits your requirements.

After you log in to Aviso AI, from the left side menu, click Dashboard to open the Dashboard screen. The following image shows what a Dashboard screen looks like.

Here are the sections you can view on the Dashboard screen:

CURRENT PRODUCT FORECAST

This section gives you a quick view of the following information separately:

• Sales quota and the remaining days to the end of the quarter.
• Most likely and related amount, and an indicator that shows whether you are on, below, or above the plan.
• Aviso forecast and related amount, and an indicator that shows whether you are on, below, or above the plan.
• Booked and related amount, and an indicator that shows whether you are on, below, or above the plan.
• Open pipeline and related amount, and indicator that shows the coverage ratio.

WHAT’S CHANGED

This section gives you visibility into what’s changed in your deal, forecast, booked, and pipeline values. You can view the changed data and compare it with the old data from last month, last quarter, last week, and data from a day before the present day. Each compared pair of values also shows the change in percentage with a green upward arrow or red downward arrow.

AI ADAPTIVE METRICS

This section gives real-time data of vital revenue health indicators to help you quickly assess risk and take corrective plans. The AI ADAPTIVE METRICS help you address various important revenue-health related questions through tabular data or graphical representation. Click a question in the AI ADAPTIVE METRICS section and a metrics type such as Pipeline Generated, Coverage Ratio,Performance,orRenewals to get real-time data about it. You can also customize the AI Adaptive metrics to get desired data about your revenue.

Here is an example- if you click the question “Howis my overall business doing over time across regions,” the AI ADAPTIVE METRICS shows the following real-time data.

CURRENT QUARTER SALES

A box next to each graph shows if the booked value at any given point in time is sufficient to achieve the forecast. It shows in green and red color to indicate whether you have achieved the expected sale or not respectively.

NEXT QUARTER PIPELINE

This section gives you visibility into the pipeline in the next quarter to achieve the target. Enter a target booking amount for the next quarter in the Enter Your Target field.

The right-hand side in the NEXT QUARTER PIPELINE shows the currently achieved pipe value against the target value for each sales representative. A box next to each graph shows if the achieved pipe at any given point in time is sufficient to achieve the target. It shows in green and red color to indicate whether you have achieved the expected pipe or not respectively.

CHANGE IN PIPE VALUE

This section gives you visibility into changes in the pipe value. Pipe value is the Aviso forecasted booking in the next quarter. This value changes because of new opportunities and market activities. The CHANGE IN PIPE VALUE section shows what is changed in your pipe value and compares it with the old value from the beginning of the quarter and month, last week, and a day before the present day. Click Sinc

DEAL CHANGES

This section gives you visibility into what’s changed in your current deals value and compares it with the old value from the beginning of the quarter and month, last week, and a day before the present day.

DEAL CHANGE DETAILS

This section gives you visibility into details of the deal that was changed such as change in amount, forecast category, pipeline, and biggest movers. Click any deal name to open the deal section. To know more about the deal section, see Deals screen. Click the deal in the SCORE column to see WinScore Explanations and the key factors that contributed to this change in the deal. You can click all the deals that you won by clicking PULLED IN tab and all the deals that you lost by clicking PUSHED OUT tab.

TOP DEALS

This section shows you the best 30 deals with respect to best case, commit criteria, and forecasts. Click Best Case Deals, Commit Deals, or In Forecast Deals to view the respective best deals.

LEADERBOARD

The performance of sales reps is a vital component in any sales organization, and sales leaders often face challenges in monitoring it. Aviso LEADERBOARD on the Dashboard screen gives the sales leaders a 360-degree view of the performance of all the sales reps. Along with quota attainment, the LEADERBOARD also helps the sales leaders evaluate the performance from other important aspects such as the amount committed against the amount forecasted, deal progression, maintaining CRM hygiene, conversational intelligence, and so on. Click any value from the Performance by list to review the performance of your sales reps in the respective areas.

The Leaderboard also lets you view all the associated deals, recordings, and activate a coaching room if required. Click the menu icon against any sales rep in the Leaderboard and click the following options to view deals, recordings, and activate the coaching room.