Welcome to the Sales Finance Handbook!
| Name | Function |
|---|---|
| @nbernardo | Strategic Planning/Consolidation |
| @kmckern | Strategic Planning/Consolidation |
| @jlatendresse | GTM Business Partner Lead |
| @rcallam | Enterprise & Commercial Sales |
| @rcallam | Customer Success |
| @rcallam | Revenue, Strategy, Ops & Enablement |
| @rcallam | Channel & Alliances |
We approve all new HC reqs (complete and error-free) by EOD business day or within 24 hours, whichever is the latter. Please notify us at least 48 hours in advance for any urgent requests (otherwise, thank you for your patience and partnership).
D03 ARR Basis Dashboard - ARR Basis by Close Date & Subs Start Date
D04 Top Net ARR Movement Dashboard - Net ARR Bookings by Order Type (First Order, Expansion, Contraction, Churn)
D05 Bookings Dashboard - Monthly trend view for Bookings, including dollar and count information
D06 Daily Bookings VelocityDashboard - Net ARR by Day
D07 Bookings by Product Dashboard - Bookings by Product
D08 EoA Renewals & Churn Dashboard - Open Pipe & Resolution
D09 CQ Open ATR Dashboard - Assist with FY22 new bookings policy; focuses on Open oppties, ARR Basis, and Subs Start Date
D10 Open Pipe Dashboard - Open Pipe by Forecast Category and Stage
WIP; D11 Expansion/Loss Reasons Dashboard - Expansion/Loss Reasons
The following Single Source of Truth (SSOT) dashboards provide a monthly and quarterly Sales & Marketing funnel trend view, including:
Separate dashboards have been created for each Stamped User Segment, and for only First Order deals. Each dashboard gives you the ability to filter for Web Direct deals, and SDR generated opportunities to enable the user to obtain multiple views of the data.
SiSense Dashboard - Preloaded Cuts
SFDC Dashboard - Opportunities - First Order - Pipe/SAO - Quarterly view
SFDC Dashboard - Opportunities - First Order - Closed Won - Quarterly view
SFDC Dashboard - Opportunities - First Order - Pipe/SAO - Monthly view
SFDC Dashboard - Opportunities - First Order - Closed Won - Monthly view
SFDC Dashboard - Opportunities - Large Segment - Quarterly View
SFDC Dashboard - Opportunities - Large Segment - Monthly View
SFDC Dashboard - Opportunities - Mid-Market Segment - Quarterly View
SFDC Dashboard - Opportunities - Mid-Market Segment - Monthly View
SFDC Dashboard - Opportunities - SMB Segment - Quarterly View
SFDC Dashboard - Opportunities - SMB Segment - Monthly View
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