GMV & SaaS Sales Performance Tracker
Key Results
GMV attainment visibility at-a-glance
Quarterly goal tracking with real-time progress
Deal-level updates for accurate forecasting
1The Challenge
Sales leadership couldn't track progress toward quarterly GMV and SaaS ARR goals. Forecasting was done in spreadsheets with no visibility into pipeline or individual rep performance.
2Our Solution
Built a real-time sales performance dashboard tracking GMV Attainment, SaaS Progress, and deal-level details with visibility into both quarterly and monthly goals by revenue type.
Our Approach
Designed GMV Attainment view showing progress ($3.49M of $5.81M goal = 60.11%)
Created SaaS Attainment tracking ($82.9K of $180K goal = 46.11%)
Built progress bar visualizations for at-a-glance goal tracking
Added Deal Details table with Revenue Type, Account, Sales Rep, Payment Method
Implemented filters for time period and sales rep performance comparison
✓The Impact
GMV attainment visibility at-a-glance
Quarterly goal tracking with real-time progress
Deal-level updates for accurate forecasting
Technology Stack
Project Details
Client
B2B SaaS Company
Industry
E-Commerce & DTC
Duration
3 weeks
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