Purpose
The Market Dashboard gives managers a real-time view of their market’s overall health. It brings together booked, budgeted, pending, and forecast dollars alongside actionable insights like Next Step alerts, top account movers, and aging data. By learning to use this dashboard, you’ll gain the visibility to stay ahead of risks, guide your team strategically, and maintain the financial accuracy that drives strong performance across your market.
Key Learning Outcomes
By mastering the Market Dashboard, you’ll strengthen your ability to:
Evaluate total market performance over the next six months with clear visuals and key financial indicators.
Address issues early by reviewing and resolving Next Step alerts related to stale opportunities, exceptions, or approvals.
Identify patterns of growth or decline through the Top 10 Account Movers and act quickly to support your team.
Monitor aging data to maintain healthy receivables and protect forecast accuracy.
Use filters and views to focus on specific business units or switch between seller and market perspectives for deeper insight.
Checklist
Use this checklist to confirm you can confidently interpret and act on your market data for better coaching, decision-making, and forecasting accuracy.
I can interpret the graph and table of booked, budgeted, pending type, and forecast dollars for the next six months.
I can use filters to focus on specific business units, timeframes, or another other available data points.
I can address Next Step alerts such as stale opportunities, invalid account categories, and account approvals.
Next Steps for Managers
Addressing your Next Steps is important because it ensures progress, accountability, and momentum. This helps you stay aligned with your goals and follow through on critical tasks.
I can use the Top 10 Account Movers to identify growth, pending, or attrition trends across key accounts.
I can review Aging data to spot overdue receivables and coordinate timely follow-up with sellers or finance.
