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Sales Overview

Learn about the Sales Overview Dashboard

Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, business development team


Dashboard Explained

Pipeline value, win rate and conversion trends across the firm's business development activity. Sales Overview is the top-level view of new business performance — it answers "how is the pipeline looking?" without needing to open individual opportunity records.

Updated in Insights Pro: Won/Lost tracking and Win Ratio existed in Analytics Plus under the old Sales module; this page combines it with Book2Burn and Proposals Pending, and has been substantially redesigned for Insights Pro.

How to use it

Review Sales Overview in monthly leadership meetings as the first slide in any BD update. Use the Won/Lost/Conversion tiles to track win-rate trend, and Book2Burn/3MR Avg to gauge whether new work is keeping pace with delivery. If Conversion % is declining, cross-reference with Wins & Losses to understand whether there's a pattern in the types of work being lost. If Proposals Pending is below target for Next Month, use Pipeline Forecast to see how the next 3 months of potential revenue looks and where BD effort should be concentrated.

Understanding your data

Key Fields

How it's Calculated

Won

Total fee estimate (or count, depending on the Count/Value toggle) of proposals with a Won status, based on the selected date field, for the period shown

Lost

Total fee estimate (or count) of proposals with a Lost status, based on the selected date field, for the period shown

Conversion %

Won divided by total closed proposals (Won + Lost) in the period

Book2Burn

Ratio of Won fee value to invoiced (burned) revenue for the current period

3MR Avg

3-month rolling average of the Book2Burn ratio, smoothing month-to-month fluctuations

Proposals Pending

Sum of fee estimates across active proposals (status: Submitted, In Progress, or Shortlisted), broken out by Last Month / This Month / Next Month


Visuals

  • Won & Lost by Month (stacked bar)

  • Won / Lost split (donut, %)

  • Book2Burn & 3MR Avg trend by month

  • Proposals Pending — Last Month / This Month / Next Month

  • Won & Lost by Slice

  • Conversion % by Slice

  • Book2Burn Ratio 3MR Avg by Slice

  • Fee/Cap Pending by Slice (Proposal Status Stages only)

Filters

  • Office: filter by Project Office

  • Cost Centre: filter by Stage Cost Centre

  • Discipline: filter by Stage Discipline

  • Slice By: choose the dimension for the aggregated graph visuals

Toggles

  • Count / Value: toggle whether tiles and charts show number of proposals or dollar value

  • Won/Lost Date / Start Date / Created Date: changes which date field the whole page is calculated against

  • Project / Stage: whether the selected date (Won/Lost, Start, or Created) is applied at the project level or the stage level

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