Pipeline Generation & SDR Dashboard

Generate lots of pipeline. Walk through rep performance to spot opportunities for knowledge sharing & coaching.

Use Template

Use Template

Build an efficient, top performing SDR/BDR team.

Get the core sales metrics you need to efficiently generate pipeline, while miimizing time in dashboards. Quickly spot opportunities to share learnings or get reps targeted help.

Why is this template helpful?

These metrics are table stakes for scaling sales efficiently:

  • Motivate the team via leaderboard competition

  • Identify top-performers so you can share learnings

  • Identify under-performers who need support or coaching

  • Flag other drop-offs or issues requiring attention early

What metrics are included?

Daydream's sales execution pack lets you easily compare core go-to-market metrics across reps or teams:

  • New Opportunities / Pipeline Created

  • Activity metrics (calls, emails, etc.)

  • Separate ramped vs. ramping vs. new

  • Compare rep performance in absolute terms and vs. individualized targets

  • Inspect opportunities

Why use Daydream?

Daydream is the BI tool built for CROs, Ops, Execs, and Founders.

Until now, you've had to choose between many fragmented tools, point solutions, & spreadsheets or technical-feeling, data-only BI tools that are confusing for business users & don't support collaboration or context. No good options.

We let you connect your data with context & discussion in an intuitive, self-serve interface. You get faster insights, faster action, and less overhead:

  • Drive accountability & better decisions: Collaborate with your team inline

  • A single pane of glass for your business: Connect all your tools directly, or your data warehouse. Smash the silos.

  • Data meets words: Context and discussion is what makes your data meaningful — and allow you to drive accountability + better decisions

  • Intuitive and self-serve: Feels like a doc meets a spreadsheet

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Got Questions?

Got Questions?

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