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Revenue & Leads Dashboards

Track partnership revenue, lead pipelines, and deal performance with Journeybee's analytics dashboards.

Accessing the Dashboard

  1. Click Dashboard in the main navigation menu

  2. The Revenue & Leads view displays by default

  3. Use the toggle at the top to switch between Revenue & Leads and Engagement dashboards

Key Performance Indicators (KPIs)

The dashboard displays six primary metrics at the top of the page:

Open Pipeline

Total value of all in-progress deals. This represents your potential revenue from deals that haven't closed yet.

Revenue

Actual closed business from won deals during the selected time period. This reflects realised revenue from your partnerships.

Leads

Total number of leads generated during the selected period. Referral partners can toggle between:

  • Received - Leads received from partners

  • Sent - Leads sent to partners

Lead Conversion

The percentage of leads that converted to won deals.

Formula: (Deals Won / Total Leads) x 100

Deals Won

The count of deals that closed as won during the selected time period.

Win Rate

The percentage of total deals that were won.

Formula: (Deals Won / Total Deals) x 100

Visualisations

Revenue & Lead Charts

The dashboard includes bar and line charts showing trends over time:

  • Revenue over time - Visualise revenue trends across your selected date range

  • Leads over time - Track lead volume patterns

Time Bucketing:

  • Shorter date ranges display data in monthly buckets

  • Longer date ranges automatically switch to quarterly buckets for readability

Conversion Funnel

The conversion funnel displays lead progression through your pipeline stages:

  • See how many leads enter each stage

  • Identify where leads drop off

  • Understand your pipeline health at a glance

Partner Leaderboard

Compare partner performance with the sortable leaderboard:

  • View partners ranked by key metrics

  • Sort by revenue, leads, conversion rate, or deals won

  • Quickly identify top performers and partners needing attention

Commission Analytics

The Dashboard includes dedicated commission tracking to help you monitor partner-driven revenue performance.

Commission Metrics

The commission analytics section provides insights into:

  • Total Commission Value - Aggregate commission amounts across all deals

  • Commission by Period - Track commission trends over time

  • Commission by Partner - See which partners are generating the most commission

Viewing Commission Data

Commission analytics are integrated into the main Dashboard page alongside your existing revenue and lead metrics. Use the date range filters to analyse commission data for specific time periods.

Tip: Combine commission analytics with the Partner Leaderboard to identify your top-performing partners based on both deal volume and commission value.

Goal Management

Set and track targets for your partnership programme.

Setting Goals

Admins can configure goals for:

  • Revenue - Target revenue amount

  • Leads - Target lead count

  • Conversion Rate - Target conversion percentage

  • Deals Won - Target number of won deals

Goal Periods

Goals can be set for different time periods:

  • Monthly

  • Quarterly

  • Annual

Tracking Progress

Progress bars display completion percentages for each goal, helping you understand how close you are to hitting your targets.

Filtering Options

Customise your dashboard view with various filters:

Partner Type

Filter data by partner type:

  • Referral partners

  • Reseller partners

Lead Direction

For referral partners, toggle between:

  • Received - View metrics for leads received from partners

  • Sent - View metrics for leads sent to partners

Date Filters

Quick Filters:

  • Last 30 days

  • Month-to-date

  • Quarter-to-date

  • Year-to-date

  • Last month

  • Last quarter

  • Last year

Custom Date Range:
Select specific start and end dates for detailed period analysis.

Partner Filters

Filter by specific partners to analyse individual partner performance or compare subsets of your partner network.

Best Practices

Regular Review Cadence

  • Review the dashboard weekly to stay on top of trends

  • Use monthly reviews for goal progress assessment

  • Conduct quarterly deep-dives for strategic planning

Compare Time Periods

  • Compare current performance to previous periods

  • Identify seasonal patterns in your partnership data

  • Track improvement over time

Segment Analysis

  • Analyse performance by partner type

  • Identify which partner segments drive the most value

  • Tailor your partnership strategy based on data

Troubleshooting

Missing Data

If you notice missing data on the dashboard:

  • Verify deals have the correct close dates

  • Ensure leads are properly attributed to partners

  • Check that your date filter includes the expected time period

Goals Not Visible

If goals aren't displaying:

  • Confirm you have admin permissions to view goals

  • Check that goals have been set for the current period

  • Verify the goal type matches your current filter settings

Unexpected Conversion Rates

If conversion rates seem off:

  • Review lead and deal attribution

  • Check for duplicate leads that may skew calculations

  • Verify deal stages are properly configured

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