Revenue Dashboard
Pipeline progression and realised revenue from leads pushed by Sales — sourced from Salesforce + Data Warehouse.
Pipeline funnel
From total qualified submissions through to net estimated revenue · sourced from Marketing acceptance and Data Warehouse.
Clients in pipeline
| Salesforce ID | Account No. | Client name | Country | Source / Channel | Apps back | Become client | First trade | Forecast £ | Net est. revenue £ | Realised £ | Salesforce status |
|---|
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No leads in pipeline yet
Take an action in Sales (create in Salesforce or message owner) to push a lead here.
Prototype · ebury.com internal · all data is mocked