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Sales & Hit Ratios Dashboard

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Business Development DataXcel Estimating Sales

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Win more work with better sales intelligence

The Sales & Hit Ratios Dashboard gives your sales team and estimating department a clear picture of bidding performance — proposal volume, awards, losses, and hit rate — broken down by salesperson, job type, and date range. Stop guessing your win rate and start managing it with data.

What’s included

  • Proposal Volume — number of bids submitted by period, salesperson, and job type
  • Award Rate (Hit Ratio) — bids awarded vs. total bids submitted, calculated automatically
  • Average Contract Value — average awarded job size by salesperson and market segment
  • Revenue per Rep — total awarded contract value broken down by individual salesperson
  • Win/Loss by Job Type — which markets and project categories your team wins most often
  • Bid Pipeline Trend — rolling view of proposal volume and award rate over 12 months

Available filters

Date Range • Salesperson • Job Type • Proposal Status • Division

Who it’s for

  • Sales managers tracking rep-level bidding performance and conversion rates
  • Owners evaluating estimating department effectiveness and market strategy
  • CFOs analyzing revenue pipeline and backlog by market segment
  • Estimators benchmarking their own win rates against company averages

⚠️ Requires a DataXcel Subscription — choose the plan that fits your team:

Explorer — $200/mo

1 user • data warehouse access • buy reports à la carte • 3 training sessions

View Explorer →

Get It All — $799/mo

20 users • all 61 dashboards ($17,580 value) included • unlimited access

View Get It All →

Both plans require a one-time $2,500 onboarding & setup fee.

📊 Try it live — no login required

Explore a live demo of this dashboard using real sample data. Filters, charts, and drilldowns all work — no account needed.

🔗 Open Live Demo →