Dashboard Overview

How to Navigate the Vintory Dashboard

Updated: December 16, 2024

Opportunity Count: displays the Number of Opportunities in your active Sales Pipeline from the past year compared to the previous year

Won Opportunities: displays the Number of Won Opportunities from the past year compared to the previous year (based on the won status)

Opportunity Count by Month: displays the Number of Opportunities by month in your active Sales Pipeline from the past year compared to the previous year

Stage Distribution: displays the total number of opportunities in the selected pipeline by the current stage / status they are in.  The comparison for this report is based on the date range you select at the top of the Dashboard (default is past 31 days).  Easily toggle between pipelines using the dropdown menu

Lead Source Report: displays the count of leads based on their source (cold email, form submission, chat widget, etc.) over the amount of time based on the date range you select at the top of the Dashboard (default is past 31 days)

Total Funnel Views: displays the number of views for your Vintory Landing Pages by month and compares it to the previous year