All sales dashboard templates come pre-built with some of the most commonly tracked metrics from the most popular tools. You can customize your templates at any time.
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Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Here are just a few examples of the departments and industries that use our pre-built templates on a daily basis to improve performance.
A sales dashboard deals specifically with sales-specific metrics and data points. It provides important information at a glance and keeps you aware of any necessary metrics and performance standards, ultimately enabling you to make better data-driven decisions.
The entire sales team can benefit from using sales performance dashboards, starting from sales management to operations and individual account executives (sales representatives).
Since sales dashboards give you a real-time view of your sales process and operations’ health, they can help you make smarter and more informed revenue predictions, see which sales reps are closing deals successfully and identify areas for sales process optimization.
A sales representative dashboard can enable sales teams to visualize numerous sales KPIs, including average hold time, revenue-per-rep, call abandonment rates, dials-per-rep by hour, and similar.
All in all, with the right sales rep dashboard, you can easily track the health of your sales, get a holistic view of all activities and tasks carried out by each sales representative to ensure your team members are hitting their goals, and see whether you need to speed up (or slow down) your sales process. It’s an effective way to keep your sales performance — and your sales goals — organized and continuously updated.
Which metrics will be included in your sales dashboard depends on your industry, type of sales, company size, and other factors. Also, based on current motives, company offerings, and personal and departmental sales goals, some KPIs may need to be changed from week to week. This particularly applies to sales representative dashboards where you want to track the performance of individual sales reps. All in all, your sales dashboard will be unique to your company and your customers’ needs.
To identify what information should be included in your sales performance dashboard, try answering the following questions:
No matter what your answers to these questions are, keep in mind that sales performance dashboards are most effective when they give you an overview while ensuring you know the details, too.
Some of the most important big-picture metrics include:
With that in mind, the perfect sales dashboard should include a combination of the following sales metrics and KPIs that allow you to dig deeper into your sales performance:
Whether you are looking for client reporting dashboards, agency dashboards, marketing dashboards, or sales dashboards, Databox can help you build them.
Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.
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