Commercial · Sales Reporting
Account Management Performance
This dashboard highlights an Account Manager’s active portfolio, historic performance, and benchmarks against targets. It surfaces key metrics such as conversion rate, new business generation, and deal size to reveal individual strengths and weaknesses. By tracking these trends over time, it also supports comparisons across the team and helps identify areas for improvement.
Questions this dashboard answers
- What is the total number of deals secured across the 7-year time span for a specific account manager?
- What was a specific account managers conversion rate in 2019?
- What are the top five accounts and how many opportunities and line items do they have?
At a glance
Built withTableau
SectorCommercial
Views224
Published2026
salesreporting
Powered by Tableau
Questions this dashboard answers
- What is the total number of deals secured across the 7-year time span for a specific account manager?
- What was a specific account managers conversion rate in 2019?
- What are the top five accounts and how many opportunities and line items do they have?
At a glance
Built withTableau
SectorCommercial
Views224
Published2026
salesreporting
