Factors to consider when creating a sales dashboard

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When creating sales team dashboards, it’s essential to structure them based on the specific needs of your team. A generic dashboard won’t always provide you with the actionable insights you’re looking for, and spending time setting it up correctly can make a big difference.

These are some of the key factors to consider when creating a sales dashboard.

Who will use the panel?
The first question you need to ask yourself before creating a sales performance dashboard is, who will be using it? This factor will decide which key performance metrics the dashboard should focus on.

What are your team's goals?
Before you dive into metrics and data points, you need to define the right intent for your sales reps. Is it focused on increasing revenue, shortening the sales cycle, or increasing lead conversion rates?

Your Goals will directly influence the tracking metrics in your dashboard.

Is it easy to use?
A sales performance dashboard should make your life easier, not harder. Make sure the interface is vp r&d email lists user-friendly and the data is presented clearly.

The dashboard loses value if your sales team struggles to interpret the information. The dashboard should be intuitive and accessible to everyone, from team members to senior management.

Does it provide access to real-time data?
Sales teams need to be quick in making decisions. The information source for this dashboard needs to be up-to-date at all times. Therefore, it is best to look for a dashboard solution that offers real-time updates.

This allows you to react quickly to changes in the sales landscape, whether by jumping on a hot lead or adjusting forecasts based on the latest numbers.

What slope functions does it offer?
Not every team needs the same set of sales metrics. A customizable dashboard ensures you're tracking what's important to you.

Flexibility in your dashboard design is key, whether you need to add specific metrics, objectives and key results, filter data by region, or create different views for different team members.