---
schema_version: "1"
id: 98081ea6db46a9ca703f352b61e0b577f4d2c4a43f0d20955ae82e65eeabc14e
title: Sales Analytics Sales Rep Overview Dashboard
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_sales_analytics_dashboard_rep_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_analytics_dashboard_rep_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 53462b01fdbcf774c8eaa6c5b6818398cb6494d84d7afc5420cf1fb1698b6514
description: "Sales reps: start here to see the status of opportunities you own and get ideas for the quickest ways to make quota. Review quota attainment, bookings, and pipeline for a given time period. Also uncover key opportunities for accelerating deal closing and review the number of activities you’ve completed in the selected period."
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Sales Analytics Sales Rep Overview Dashboard

Sales reps: start here to see the status of opportunities you own and get ideas for the quickest ways to make quota. Review quota attainment, bookings, and pipeline for a given time period. Also uncover key opportunities for accelerating deal closing and review the number of activities you’ve completed in the selected period.

## Default Behavior and Recommended Options

The top chart (1) shows deal closings over time by all forecast categories. Change the Forecast Category filter (2) to Best Case, Commit, or another category to get ideas for the quickest path to making your quota.

The Areas to Focus on to Close More Deals chart (3) opens to all sales stages. Select one or more sales stages from the filter (4) to view top open deals and neglected opportunities that can help you hit quota.

The dashboard shows accounts where you’re the named owner.

## Wizard and Other Setup Options

Quotas. Dashboard automatically includes quota information from Sales Cloud Collaborative Forecasts Quotas if your org uses this feature. If it does not, you can manually upload quotas data into the app from an external tool as a CSV file.

Opportunity amounts. In wizard page 6, question 1: If you select a custom field that’s tracked historically, the dashboard shows this-week-versus-last-week comparisons.![Sales Analytics wizard total amount of produc question](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_sales_analytics_wizard_opps.png)

Neglected opportunities (5). Determined by a flag with the threshold of 60 days in the Sales Analytics dataflow. Choose your own threshold by using the [Dataflow Editor](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataflow_configure_editor.htm&release=264.0.0&type=5 "Use Dataflow Editor, a point-and-click interface, to build your dataflow logic from scratch. Add transformations to determine what source data to use, how to transform that data, and which datasets to load the results into.") to change the value.

Account bar chart (6). To see amounts, your org needs to use the standard Accounts object Annual Revenue field.

## Datasets Used

- Opportunities
- Opportunity Splits (if you add Opportunity Splits to the app on the wizard page that lets you add objects)
- Quota

## KPI Calculations

Main Chart

- Closed Won. Total amount closed won for selected period. Can include future closed opportunities.
- Open Pipe. Total open pipeline amount for selected period.
- Activities Completed. Number of activities completed in selected period.

Widgets at Bottom

- Top Open Deals. Open opportunities set to close in the selected period ordered by amount.
- Neglected Opportunities. Open opportunities set to close in selected period with no activities (tasks/events) or record updates in the past 60 days. Can change number of days by editing the Sales Analytics dataflow.
- Accounts with no opportunities. Accounts ordered by annual revenue that have zero opportunities.