Revenue Governance Dashboard
Real-time visibility into pipeline health, activity execution, and revenue risk.
Most teams don’t have a pipeline problem—they have a visibility problem. Activity happens across WhatsApp, email, calls, and the CRM, but the business can’t answer simple questions fast: Who’s following up? What’s stalled? Which leads are safe to touch? Where are we leaking revenue?
Orion’s Governance & Visibility Dashboard makes execution measurable by unifying lead status, activity history, cadence compliance, and outcomes in one place.
What it shows
1. Pipeline health score
Real-time weighted health based on stage progression, activity recency, and follow-up consistency.
2. Stalled deal alerts
Opportunities with no rep activity in 7+ days, flagged for intervention.
3. Lead ownership gaps
Inbound leads that fell through routing cracks or were never assigned.
4. Cadence compliance
% of deals where follow-up happened on schedule vs. days late.
5. Rep activity variance
Compare touches/lead across reps to identify coaching opportunities.
6. Forecast accuracy drift
Predicted close dates vs. actual movement—early warning of slippage.
Why it matters
- Stop silent pipeline decay (missed follow-ups and unowned leads)
- Improve rep accountability without micromanagement
- Catch process failures early (routing, cadence, compliance)
- Make RevOps decisions using real execution data, not opinions
What you can configure
- Views by team/territory/segment and phase (Sprint vs Nurture)
- SLA targets and overdue thresholds
- Filters for opt-out status and safe-to-touch rules
- “Exceptions only” dashboards for weekly governance reviews
- Outcome tags (reply, meeting booked, proposal requested, not interested)
Metrics to track
- % leads “safe to touch” vs blocked (opt-out, duplicates, guardrails)
- SLA compliance (touches executed on time)
- Overdue activity count and aging
- Reply rate and meeting rate by segment/channel
- Non-response streaks and guardrail triggers
- Conversion by phase (Sprint → Nurture → reactivation outcomes)
FAQ
What makes this different from CRM reporting?
CRM reports show pipeline states. Orion’s dashboard shows execution: activities, cadence compliance, safety guardrails, and exceptions across channels.
Can it show who is overdue or not following up?
Yes—overdue Activities and exception conditions are visible so you can intervene early.
Does it support opt-out and compliance visibility?
Yes—leads with “Do-Not-Contact” or equivalent statuses are blocked from outreach and visible in governance views.
Is this real-time?
It updates based on the underlying Activity system and automation runs—so the team sees current execution status, not last week’s spreadsheet.