n. (in-tal-yo); a technique that etches a lasting impression

Sales Dashboards

  • By John Bernardi
  • 12 Nov, 2019

Management and Motivational tools

Sales Reps, Sales Teams, Sales Managers and Leaders Focus on Keys to Success

Dashboards, displayed on desktops, tablets, smart phones and wall mounted monitors, are management and motivational tools. Leading KPI metrics drive short term adjustments during a planning cycle. Lagging KPI metrics provide information to be leveraged when updating sales processes or creating the next sales plan or campaign.

 

Leading Indicator Sales Dashboards

Sales Process

Time Spent

  • Researching
  • Networking
  • Account development
  • Refreshing neglected accounts
  • Complementary selling
  • Opportunity management

Opportunity Development

  • Number of referrals received by sales reps
  • Number of approaches made
  • Number of sales interviews conducted
  • Number of site visits/demos completed
  • Number of proposals delivered

Sales Funnel Health by sales rep, sales team and product line

  • Number and value in each stage
  • Top opportunities in each stage
  • Stuck opportunities in each stage
  • Recycled SQLs and opportunities

Leaderboard

  • Deals by sales rep and product line – rolling 3 months
  • Quota Attainment – rolling 3 months
  • Win/Loss/Abandon by sales rep and reason
  • Forecast accuracy – QTD and YTD

 

Lagging Indicator Sales Dashboards

Closed-won

  • By lead source
  • By type – repeat business, new business, add-ons, services
  • By product
  • Average deal size
  • Average sales cycle

Vs. Competitors

  • Closed-won
  • Closed-lost
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