PROJECT OVERVIEW
Season Bundle Dashboard
- Category
- Dashboards & Reporting
- Type
- Operations Dashboard
- Status
- Completed
- Project
- View Project
THE SITUATION
Season-bundle activity crossed opportunity, renewal, and payment stages without one continuous view.
Qualified, won, and lost opportunities described the sales position, while committed renewals, paid value, pending value, payment tags, and collected payments described fulfillment of that pipeline.
THE REPORTING GAP
Opportunity status and renewal payment status needed to be understood as connected parts of the same season cycle.
- Qualified, won, and lost activity needed one summary
- Committed renewals required payment-status context
- Collected payments needed customer and payment-tag visibility
THE APPROACH
Connect season-bundle opportunity status to renewal and payment reporting.
The dashboard moves from an opportunity summary into committed renewal performance, separates paid and pending value, and then provides collected-payment counts, values, customer detail, and payment-tag breakdowns.
VISUAL PROOF
Season-bundle performance in view
See qualified, won, and lost opportunities connect to renewals and collected payments.
THE OUTCOME
Season-bundle activity became visible from opportunity status through payment collection.
WHAT BECAME VISIBLE
- Qualified, won, and lost opportunity counts and values
- Progress toward season-bundle goals
- Committed renewal count, value, and win-rate context
- Paid and pending renewal value
- Collected payments by customer and payment tag
SYSTEM DETAILS
Project Details
- Category
- Dashboards & Reporting
- Type
- Operations Dashboard
- Status
- Completed
- Platform
- Google Sheets
Pipeline
- Qualified
- Won
- Lost
- Goal progress
Renewals
- Committed renewals
- Paid value
- Pending value
Payments
- Collected value
- Customer detail
- Payment tags
THE TAKEAWAY