This title slide introduces Knighthead Annuity Executive Dashboards, styled like Salesforce Lightning to drive key decisions. It highlights insights into Lead Intake, Compliance, Activity, Conversion, and Pipeline.

Salesforce Lightning-style dashboards driving key decisions

Lead Intake, Compliance, Activity, Conversion & Pipeline Insights

Source: Executive PowerPoint for leadership decisions on leads, compliance, activity, conversions, and pipeline

This section header slide is titled "Executive Context" and marked as section 01. It features a subtitle emphasizing how the tool empowers leadership to monitor performance, identify risks, and drive revenue growth in real-time.

Executive Context

01

Executive Context

Empowering leadership to monitor performance, spot risks, and drive revenue growth in real-time

Source: Dashboards empower leadership to monitor sales performance in real-time, spot risks/trends, and direct actions for revenue growth. No dashboard—sets the stage.

The Lead Intake & Trends Dashboard highlights a 12% year-over-year growth in weekly leads. It also shows web sources accounting for 45% of leads, with 22% aging over 30 days and needing urgent follow-up.

Lead Intake & Trends Dashboard

• ↑12%: Weekly Leads Trend

YoY growth in new leads

• 45%: Web Source Mix

Largest lead source share

• 22%: Aging >30 Days

Leads needing urgent follow-up Source: Salesforce Lightning Dashboard

The Lead Compliance & Follow-Up Dashboard highlights an average time to first activity of 2.3 days, slightly above the <2-day target, with 15% of leads showing no activity over 7 days (up from 12% last week) and 8% overdue follow-ups needing immediate attention. SLA compliance stands at 92%, below the 95%+ target.

Lead Compliance & Follow-Up Dashboard

• 2.3d: Avg Time to 1st Activity

Target: <2 days

• 15%: No Activity >7 Days

Rising from 12% last week

• 8%: Overdue Follow-ups

Immediate attention needed

• 92%: SLA Compliance

Target: 95%+ Source: Salesforce Lightning

The Activity Discipline Dashboard visualizes rep activity levels against an 85% target, breaks down activity mix (with calls at 50%), and tracks 78% completion while flagging 12% inactive reps. It alerts on discipline gaps and recommends coaching for underperformers below thresholds.

Activity Discipline Dashboard

Source: Salesforce Lightning UI

The Lead → Sales Conversion Dashboard table tracks the sales funnel from Leads Created (100% conversion, 3 days avg) through Qualified (65%), Opportunity (28%), to Closed Won (12%), with increasing drop-off rates (up to 88%) and average times (up to 45 days). It highlights key metrics like conversion percentages, drop-offs, and stage durations to visualize pipeline efficiency.

Lead → Sales Conversion Dashboard

Source: Salesforce Lightning Dashboard

The Sales Pipeline & Risk Dashboard outlines key metrics across pipeline stages (Total: $2.1M, with 45% in Negotiation, 30% in Proposal, 10% Closed, coverage 3.2x), stage aging (avg 45 days, 18% >60d, 5% >90d), and stalled opportunities (9 opps, avg 32 days stalled, 70% late-stage). It highlights risks like 18% aging risk, late-stage delays, and high stalls, recommending reviews, monitoring, and prioritization of stalled deals.

Sales Pipeline & Risk Dashboard

Source: Salesforce Lightning Dashboard

The Executive Roll-Up Dashboard highlights key stats: 1,247 total leads with strong intake volume, 4,562 total activities indicating high engagement, 342 opportunities in the funnel (12%) with a healthy conversion rate, and a 91% compliance rate meeting SLA targets. Overall, these metrics reflect robust performance across lead generation, activity levels, sales funnel health, and operational compliance.

Executive Roll-Up Dashboard

• 1,247 ↑: Total Leads

Strong intake volume

• 4,562: Total Activities

High engagement level

• 342 (12%) 🟢: Opps & Funnel

Healthy conversion rate

• 91%: Compliance Rate

SLA targets met Source: Salesforce Lightning Dashboard