Order Booked vs Budget
Sign in with your SFL Tech Microsoft Account to Access the Dashboard
Sign in with Microsoft
Order Booked vs Budget
Closed Won order book against yearly targets · by Region, Salesperson, Product & Account
LIVE · connecting to SharePoint…
Year
Months (Close Date)
Quick select
Search
Reset filters
Order Booked vs Budget
Account Targets
Sales Performance
Order Book Insights
Data & Mapping
⟳ Refresh data
Export Excel
Monthly Order Booked vs Budget
Actual (selected)
Not selected
Budget
Cumulative vs Budget · Full Year
Cumulative actual
Cumulative budget
Full-Year Progress
By Region
By Salesperson (Opportunity Owner)
By Product of Interest
Account FY Targets vs Order Book
Key Insights
Biggest Gaps to Budget
selected months
By Deal Type
By Lead Source
Top 10 Accounts
Top 10 Billing Countries
Deal Size Distribution
MSA Status
View by
Filters and Year apply · months = Close Date for bookings & lead time, Created Date for conversion
Account Coverage · budgeted vs actual accounts
Conversion · opportunities created → Closed Won
Lead Time to Close · Created Date → Close Date
Source Files
Targets file → Salesforce name mapping
Booked without a target
selected year
Salesforce Region → Reporting Region
Drill-down
Export CSV
✕
