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Get an at-a-glance understanding of the performance of your sales organization and compare it to trends from previous weeks, months, quarters, or years.
Better understand the overall performance of your sales org, including execution of sales activities, and activities performed by different team members.
Easily track calls made, emails sent, tasks to be done, and upcoming meetings and deadlines of your entire sales team at a glance.
Get a full breakdown of your pipeline with insight into the “why” behind deals closed won and deals closed lost, how much revenue is in your pipeline, and your current win rate.
Drill down into each team members’ individual performance by tracking their sales activities, deals in their pipeline, individual win rate, and total revenue won by rep.
Our team will build relevant dashboards and help analyze your overall Pipeline CRM performance so that you can understand your deals started and won, activities completed such as calls, meetings, and lunches, and your conversion rate. Compare important metrics to previous periods and learn how your Pipeline CRM activities are impacting revenue.
Our team will build relevant dashboards and help analyze your team’s overall performance so that you can compare important metrics to previous periods and learn how their activities are contributing to the overall success of the sales org.
Our team will build relevant dashboards and help analyze and track your sales activities. View key outputs over time and compare to previous periods. See sales actions your team is completing and how they directly impact your pipeline.
Our team will build relevant dashboards and help analyze your pipeline performance so that you can get insight into how much revenue is in your pipeline, new deals that are added, and deals that are closed. View key metrics over time like win rate, and compare to previous periods. Get visibility into the “why” behind deals closed won and deals closed lost.
Our team will build relevant drilldown dashboards to dig into the overall performance of a specific rep so that you can measure their progress and effectiveness. View key performance metrics and outputs over time and compare to previous periods. Assess their contribution to your sales goals.
Getting started can be as simple as sending an email or chat message.
Getting started is easy. Just create your free Databox account and connect your Pipedrive CRM account. This way, we’ll be able to build your dashboards directly in your account.
Complete this questionnaire so that our team can learn about your sales team, process, and your Pipedrive CRM set up and better understand which dashboards would be most helpful for your business.
Once you’ve completed the questionnaire, our team will get started in building your dashboard(s) inside your existing Databox account. We’ll include the most effective visualizations for tracking your specific performance data, organize your dashboard in the cleanest way possible so that you can easily uncover insights, and provide personalized recommendations on how you can continue to expand your data analysis so you can discover insights across your area of focus.
From here, we’ll help you uncover your greater reporting needs and how Databox can help. See how to tie multiple reports together to paint a full picture, set goals you can visualize across your dashboards, and automate important performance trends with notifications. Once you receive your dashboard, schedule a call with one of our experts to learn what went into creating your dashboard and how to use it most efficiently moving forward.
Depending on your needs, we’ll create up to 8 dashboards through this service.
We follow the Predictable Performance Methodology, so when creating dashboards we aim to provide overviews, side-by-side views, and drilldown views. Overviews should be referenced multiple times a week to perform a health check. Side-by-side views help you learn what’s doing well and what to look into further. Drilldowns let you dig into one specific element (page, post, etc.) to view it’s singular performance. Together, they equip you with the tools you need to analyze your performance data.
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