Contoh Dashboard Sederhana
1. CRM Pipeline Overview
Menampilkan nilai dan jumlah opportunity di setiap stage.
CRM Pipeline (September 2025)
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Stage Count Value (Rp)
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New 5 400.000.000
Qualified 3 250.000.000
Proposal Sent 2 180.000.000
Negotiation 1 150.000.000
Won 1 166.500.000
Lost 1 50.000.000
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Total 12 1.196.500.000
📌 Insight:
Opportunity yang sudah Won: 1 (PT Sinar Jaya Abadi – Rp 166.500.000).
Masih ada 3 opportunity di tahap Qualified yang harus segera di-follow-up.
2. Sales Performance (Quotation → Sales Order → Invoice)
Menampilkan performa penjualan berdasarkan Salesperson.
Sales Performance – September 2025
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Salesperson Quotations Sent Orders Confirmed Invoice Issued Value (Rp)
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Budi 3 2 2 316.500.000
Sari 2 1 0 90.000.000
Andre 1 0 0 0
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Total 6 3 2 406.500.000
📌 Insight:
Budi berhasil closing PT Sinar Jaya Abadi dengan invoice Rp 166.500.000.
Sari masih ada 1 quotation yang belum di-invoice.
Andre perlu perhatian, belum ada closing bulan ini.
3. Accounts Receivable Status
Menunjukkan invoice yang sudah dikirim dan status pembayarannya.
Accounts Receivable (Open Invoices)
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Invoice No Customer Amount (Rp) Due Date Status
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INV/PT-SJA/001 PT Sinar Jaya Abadi 166.500.000 30/09/2025 Open
INV/PT-BMN/002 PT Bumi Makmur 90.000.000 25/09/2025 Paid
📌 Insight:
PT Sinar Jaya Abadi: invoice masih Open, perlu follow-up ke Finance Supervisor (Rina).
PT Bumi Makmur: invoice sudah Paid, revenue masuk ke kas.
🎯 Manfaat Dashboard
Pipeline View → membantu Sales Manager memantau progres opportunity.
Sales Performance → memperlihatkan kontribusi tiap Salesperson.
Accounts Receivable → membantu Finance memastikan cash flow sehat.
