A dashboard is a collection of reports created for a common objective. It helps you monitor all your key KPIs in one place. With the power of visualization, the dashboard simplifies data into manageable chunks of information. One of the critical functions where a dashboard can be of immense value is Sales. A strategic sales dashboard with accurate data can help the sales team to plug the leaks and exceed their revenue targets.
A Dashboard creator has to be strategic and plan the metrics so that every piece of information is not on a single dashboard, to prevent information overload. But any dashboard will be as good as the organization’s data strategy. Inaccurate data strategy and the absence of a data archival strategy can quickly lead to millions of records. Without proper tools, it gets difficult to differentiate between good data and bad data. This might lead to inaccurate reports or, worse, reading through inaccurate reports without even knowing it. In case you are not sure about your data, get in touch with us and let us help you with your data strategy.
Once you get your data right, an ideal sales dashboard is just a few questions away:
Once you have all the answers, you can utilize the following options to design the dashboard
Dashboard tips & tricks
At ValueLabs, we have built dashboards on Salesforce that every sales leader needs. To get your free dashboard today, Get in touch with us.
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