Your goals define the growth of your business. Without setting ambitious, actionable goals, your business stays stuck in limbo—coasting along, but never improving. Goals often act like a roadmap through time.
A dashboard is sales tech that provides a visual representation of your most recent performance metrics. It gives you a concise view of results-based data like sales-to-date, sales-by-region, lead conversion rate, sales growth, etc.
Tracking sales metrics in real-time means reps and managers can view their performance as it’s happening. With this information displayed in a pleasing, simple-to-process visual layout, they can stay on track and reach their quotas more easily.
The two primary benefits of the rep performance dashboard, however, are improved rep coaching and enhanced customer experience.
When managers can clearly compare rep performances based on hard numbers, they’re able to pinpoint areas where multiple reps are struggling. One of the challenges when developing successful sales coaching techniques is figuring out what agents actually need coaching on. The sales rep performance dashboard succinctly highlights areas of success and struggle, allowing managers to create targeted pieces of training with real impact.
Meanwhile, as reps improve, so does the customer experience. Not only do prospects and customers benefit from better-trained reps, but they also benefit from reps who are aware of their entire pipeline. By tracking metrics like “open deals,” the rep performance dashboard lets reps know when they’ve left prospects hanging for too long. This awareness means reps are more likely to reconnect with prospects in a timely manner, thus increasing nurture and conversion success rates.
This is a Sales dashboard using PowerBi. Basically, it has three views of data.
With the use of amazing KPIs, it shows Total Revenue, Profit, and Quantity. On the other side, In Sales and Profit by Year, we can see how the Sales growth increased from 2011 to 2014 and this is shown by using PowerBi's Visualisation Tool of Line and Stacked column chart. Sales by Segment shows which segment has done the maximum sales, Segments are Consumer, Corporate, and Home Office. Here Corporate has done the Maximum sales after Consumer. If we talk about Profit and Sales by category, So Technology has the Maximum Sales from the year 2011 to 2014 then Office Supplies, and then Furniture. Quarterly checked the Sales per Year, Quarter 4 months has done the maximum Sales here.
In Region and State Level Analyzation, It analyzed the Sales by Region and State, which State has reached maximum Sales per Year and earned maximum Profit, and which region has maximum Sales of Sub-categories at low and high levels. With the use of the table, we can easily see City-wise the Quantity and Profit. On the next go, we can see the Sales by State, England has the maximum Sales of all Categories. Now look at the Sub-Category on Category, which includes Accessories, Appliances, Art, Binders, bookcases, Chairs, Copiers, Envelopes, Phones, Storage, Machines, etc. This is shown by using Line and Clustered Column Charts. We have used Slicers here for Analysing the Sales by a particular Region, State, and Year.
This slide shows the Complete data of Sales related to Category and Sub-Category. Analyzing the Sales by Category and Sub-Category is quite an easy way to understand the Profits, Outcomes, Problems, etc When we try to get the data or analyze the data from Scratch, it becomes sharper and more valuable for future marketing, Goals, Profits, and Demands.