Five Steps to Build a Sales Dashboard
A sales dashboard is a visual representation of your real-time sales data. The purpose of a sales dashboard is to provide an easily understandable overview of your key performance indicators, allowing reps and managers to check in on progress toward sales goals and targets.
Quick Sprout contributor Lars Lofgren has published an article highlighting five useful steps to help you build a sales dashboard.
He says, “Sales dashboards might seem a bit intimidating, especially if you’re a beginner or you’ve never been through this process before. Fortunately, the entire process of building a sales dashboard can be summarized in five simple steps:
- Choose Your Sales Dashboard Software
- Determine How the Dashboard Will Be Used
- Create a New Dashboard
- Customize Your Dashboard’s Visual Settings
- Analyze the Reports
The Good
Creating a sales dashboard is easy. You don’t need to have any technical knowledge, coding skills, and you won’t have to crunch any numbers on your own.
Modern business software, sales tools, and CRM software typically come with pre-built dashboards you can customize to fit your needs. It’s just a matter of connecting your data and choosing the filters you want”.
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