Commercial Performance
Commercial Performance covers Contacts and Opportunities together — are you converting demand into revenue? Every widget in this section respects the shared Dashboard date range picker.
The Commercial Performance section — the Contacts KPI stack and breakdown chart, leading into Opportunities.
Contacts
Contacts KPI Stack
The Contacts KPI stack.
| Card | What it shows |
|---|---|
| Total Contacts | All contacts in the selected period |
| Leads | Contacts tagged as leads |
| Customers | Contacts tagged as customers |
Contacts Breakdown Chart
The Contacts Breakdown chart with its dimension toggle and footer stats.
A donut chart of your contact base by dimension.
Tip: Use the toggle to switch between Source, Country, and Created Channel.
Below the chart, a footer row shows Valid Emails %, DND Contacts %, and Avg. Lead Score.
Contacts Created vs Updated Chart
The Contacts Created vs Updated chart.
A monthly line chart comparing contacts created against contacts updated.
Contact Status Chart
The Contact Status chart.
A horizontal bar chart breaking contacts down by lead status, with count and percentage labels.
Contact Owners Chart
The Contact Owners chart.
A horizontal bar chart showing contact ownership distributed across your team.
Contact Insights
The Contact Insights card.
A Positive / Concern / Action insight card summarizing contact health for the period.
Opportunities
Opportunities Status Donut
The Opportunities Status donut chart.
A donut chart of Open, Won, and Lost opportunities, with Won/Open/Total counts shown alongside it.
Opportunity Value Chart
The Opportunity Value chart.
A horizontal bar chart showing pipeline value by status.
Sales Funnel Chart
The Sales Funnel chart and its stage-by-stage table.
A funnel chart with a stage-by-stage table (Stage / Count / Conversion %).
Note: The funnel currently shows a single pipeline only — there's no pipeline selector.
Opportunities Created vs Updated Chart
The Opportunities Created vs Updated chart.
A monthly line chart comparing opportunities created against opportunities updated.
Opportunity Insights
The Opportunity Insights card and stats strip.
A Positive / Concern / Action insight card, plus a stats strip, summarizing pipeline health for the period.
Video Walkthrough
Watch the complete walkthrough below.