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LogoutAny sales leader will tell you that data and insights are essential if you want your representatives to crush their goals and increase productivity. Creating a sales dashboard is one of the finest methods to collect these insights in one location. A sales dashboard combines critical information and KPIs from several sources (including your CRM) into a single visual hub. In a bird’s eye view, these sales dashboards normally feature six to ten critical bits of data
Important metrics to be tracked
- Is there a steady increase in the number of agreements in the pipeline?
- Does the percentage of wins stay the same throughout time?
- What is the average amount of income generated by each new deal?
- How long does it take on average for a deal to conclude from start to finish?
- Total quantity of sales revenue: How much revenue is earned in a certain time frame?
- Forecasting sales: What is the predicted rate of sales growth at this rate?
- Time to respond to leads: Are leads being responded to in a timely manner?
- Telephone and email follow-up rate: Are our sales staff tenacious in following up with customers?
The KPIs you depict will be determined by what your company values the most. Here are five methods to utilise dashboards to optimise sales operations to help you through the process of developing a sales dashboard that is specific to your company.