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Pega Sales Automation dashboard widgets and reports

Pega Sales Automation™ applications provide a set of standard dashboard widgets and reports that capture your sales data to give you a real-time view of the state of your business. You can customize the widgets that you want to display on your personal dashboard and you can create your own reports, in addition to the Pega-provided reports, to analyze the data that is most important to your organization.

For information about application-specific widgets and reports, see the following articles:

Dashboard widgets

Pega Sales Automation applications include the dashboard widgets that are described in this article. These widgets capture and display information about your leads, opportunities, sales activity, goals, campaign results, and pipeline status.

To view available widgets, complete the following steps:

  1. Log in to Pega Sales Automation as a Sales Rep or Sales Manager operator.
  2. On the Dashboard, click the Gear icon.
  3. In the Edit dashboard pane, in the Widgets section, in any Slot, click the Add widget(s) icon.

The widgets available in Pega Sales Automation applications are described in the following table:

Widget nameWidget descriptionPortals that include widget
Activity mapMatrix view of the sales team's customer engagement activity.Sales Manager
Campaign success summaryCampaign effectiveness of the sales representative or sales team, based on the number of leads converted to opportunities.Sales Rep, Sales Manager
Closed + commit vs goalInsight into whether the sales representative's or sales team's closed business, combined with committed details, will attain their quota for the quarter.Sales Rep, Sales Manager
Completed activities by sales repInsight into the last 30 days of activities for the top ten most active members of a sales managers team, by communication type.Sales Manager
Customer requestsOpen service requests associated with customers in the sales representative's assigned organizations.Sales Rep, Sales Manager
Lead conversions by stageStage progression for all leads created in the last six months. Provides insight into where leads are falling out of the pipeline.Sales Rep, Sales Manager, Sales Ops
LeaderboardsTabular gamification widget that ranks sales representatives based on sales and activity performance. Compares deals, revenue, and activities for sales representatives reporting to the same sales manager.Sales Rep, Sales Manager, Sales Ops
Leads by sourceThe sales representative's or sales team's leads by source for all leads created in the last six months.Sales Rep, Sales Manager
Lead to opportunity conversionsThe sales representative's or sales team's leads converted to opportunities by month, with a conversion rate overlay.Sales Rep, Sales Manager
Next best actionsDecisioning strategies identify and rank the sale's representative's or sales manager's next best action for every opportunity set to close in the current quarter.Sales Rep, Sales Manager
Next best offersArtificial intelligence-based insights guide sales representatives to the top offers across their book of business.Sales Rep
Open leads by create dateThe sales representative's or sales team's assigned leads created within the last two days.Sales Rep, Sales Manager
Open pipeline by sales repInsight into the sales team's pipeline by opportunity stages for the top ten opportunities in the current quarter.Sales Rep
Open tasksThe sales representative's or sales team's open tasks based on type and priority.Sales Rep, Sales Manager
Opportunities by competitorThe sales representative's or sales team's open opportunities by competitor.Sales Rep, Sales Manager
Opportunities by productThe sales representative's or sales team's open opportunities by the products being sold.Sales Rep, Sales Manager
Opportunity conversions by stageThe stage progression for all opportunities created in the last six months. Provides insight into where opportunities are falling out of the pipeline.Sales Rep, Sales Manager
Opportunity revenue by industryThe sale's representative's or sales team's opportunities by revenue industry for all won opportunities created in the current and previous quarter.Sales Rep, Sales Manager
PipelineThe sales representative's or sales team's open opportunities by stage and amount.Sales Rep, Sales Manager, Sales Ops
Pipeline by territoryThe sales representative’s or sales team's pipeline by territory.Sales Rep, Sales Manager
Pipeline growth trendThe sales representative's or sales team's current pipeline along with snapshots of the pipeline for the trailing three months.Sales Rep, Sales Manager, Sales Ops
Quarterly sales comparisonInsight into the sales representative's or sales team's quarter-over-quarter comparison of closed sales.Sales Rep, Sales Manager
Quota attainmentThe sales representative's or sales team's quarter-to-date sales as a percentage of quota.Sales Rep, Sales Manager
Sales futurecastArtificial intelligence-based insight into whether a sales representative or a sales team is going to attain quota for the quarter.Sales Rep, Sales Manager
Sales manager coachArtificial intelligence-based insight into the effectiveness of sales representatives based on the number of contacts created, leads converted, and opportunities in the pipeline.Sales Manager
Sales coachArtificial intelligence-based insight into coaching actions for sales representatives.Sales Manager
Successful referralsAll referral leads opened by a sales representative that are being managed by other sales representatives.Sales Rep, Sales Manager
Top 5 opportunitiesThe sales representative's or sales team's top five opportunities that are in the final two stages of the sales process, by dollar amount.Sales Rep, Sales Manager
Upcoming birthdaysUpcoming birthdays for contacts in the sales representative's or sales manager's territory. Includes email and mobile call capabilities.Sales Rep, Sales Manager
Win/loss analysisThe sales representative's or sales team's won and lost opportunities in the last six months with a win rate overlay.Sales Rep, Sales Manager, Sales Ops

Reports

Pega Sales Automation applications include the reports that are described in this article. Use these reports to review information about your accounts, contacts, leads, and opportunities, and to track data import and sales activity,

For information about additional reports available in all Pega applications, see Standard reports and categories.

To view a report, complete the following steps:

  1. Log in to Pega Sales Automation as a Sales Rep or Sales Manager operator.
  2. In the navigation pane, click Reports.
  3. In the Public Categories section, click a report category, then select a report from the list.

Report categories

Account and Contact reports

Information about accounts, contacts, and organizations.

Report nameRule nameReport description
Accounts ListcrmAccountsListAll accounts in the database; no date parameters.
Contacts ListcrmContactsListAll contacts in the database; no date parameters.
Organizations ListcrmOrganizationsListAll organizations in in the database; no date parameters.
New AccountscrmNewAccountsAll accounts created in the last 30 days.
New ContactscrmNewContactsAll contacts created in the last 30 days.
New OrganizationscrmNewOrganizationsAll organizations created in the last 30 days.

Data Import reports

Information about data imports that are performed by using the Data Import wizard.

Report nameRule nameReport description
AccountAccountAccount records imported by using the Data Import wizard.
CompetitorsCompetitorsCompetitor records imported by using the Data Import wizard.
ContactContactContact records imported by using the Data Import wizard.
LeadLeadB2B lead records imported by using the Data Import wizard.
LeadIndLeadIndB2C lead records by using the Data Import wizard.
OperatorOperatorOperator records imported by using the Data Import wizard.
OpportunityOpportunityB2B opportunity records imported by using the Data Import wizard.
OpportunityIndOpportunityIndB2C opportunity records imported by using the Data Import wizard.
OrganizationOrganizationOrganization records imported by using the Data Import wizard.
PartnersPartnersPartner records imported by using the Data Import wizard.
ProductProductProduct records imported by using the Data Import wizard.
TerritoryTerritoryTerritory records imported by using the Data Import wizard.
TimePeriodsTimePeriodsTime periods imported by using the Data Import wizard.

Lead reports

Information about new leads and year-to-date activity for all leads.

Report nameRule nameReport description
Converted LeadscrmConvertedLeadsFor the current year, all leads converted to opportunities.
Leads by SourcecrmLeadsBySourceFor the current year, all active leads in the sales pipeline, by source.
Leads ListcrmLeadsListAll leads in the database; no date parameters.
Leads with no UpdatescrmLeadsWithNoUpdatesFor the current year, all leads that have been inactive for 30 days or more.
New LeadscrmNewLeadsAll leads created in the last 30 days.

Opportunity reports

Information about new opportunities and year-to-date activity for all opportunities.

Report nameRule nameReport description
Closed OpportunitiescrmWonOpportunitiesFor the current year, all opportunities closed as won.
New OpportunitiescrmNewOpportunitiesAll opportunities created in the last 30 days.
Opportunities by OwnercrmOpportunitiesByOwnerFor the current year, all active opportunities in the sales pipeline, by owner.
Opportunities by SourcecrmOpportunityBySourceFor the current year, all active opportunities in the sales pipeline, by source.
Opportunities in PipelinecrmOpportunityPipelineAll active opportunities in the sales pipeline, by stage.
Opportunities ListcrmOpportunitiesListAll opportunities in the database; no date parameters.
Opportunities with no ActivitycrmOppsWithNoUpdatesFor the current year, all opportunities that have been inactive for 30 days or more.

Sales reports

Information about all opportunities won year-to-date and progress toward meeting sales revenue goals.

Report nameRule nameReport description
Goal AttainmentGoalAttainmentFor the current year, revenue goal attainment metrics, by operator.
Lost SalescrmLostSalesFor the current year, all opportunities lost, by account.
Sales by AccountcrmSalesByAccountFor the current year, all opportunities won, by account
Sales by RepcrmSalesByRepFor the current year, all opportunities won, by sales representative.

Published October 31, 2017 — Updated April 9, 2019

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