Project Description

The SMB Opportunity Tracker is an innovative dashboard developed for Customer Success Management (CSM) team leads, providing a detailed and interactive overview of small and medium business (SMB) location opportunities. It is engineered to track progress against goals, monitor opportunity trends, and dissect opportunities by types and stages, enabling informed decision-making and strategic planning.

Performance Against Goals:

A bar chart comparison of closed-won (CW) opportunities against monthly goals helps team leads monitor achievement and identify gaps in real-time.

Opportunity Trend Analysis:

A line graph highlights the fluctuation in opportunity volumes over time, offering insights into seasonal trends or the impact of strategic initiatives.

Opportunity Stages Dissection:

A horizontal bar chart categorizes opportunities by stages, from prospect to closed-won, allowing team leads to understand pipeline health and sales cycle efficiency.

Opportunity Type Breakdown:

A horizontal bar chart analyzes the composition of the opportunity types, including new business and existing business adjustments, critical for resource allocation and marketing focus.

Lifecycle Timing Insights:

A horizontal bar chart showcases the average time taken to close opportunities, providing data to streamline the sales process.

Revenue Potential Visualization:

A scatter plot correlates the total MRR against the number of locations managed by each CSM, highlighting opportunities' value and guiding revenue optimization efforts.