What’s this dashboard for?
Wordstream we have multiple dashboards covering several areas of the business, including Customer Acquisition, Marketing, and Customer Success. It’s in the Sales department that we rely on TV dashboards the most heavily though.
Salesforce is our main integration, and we display sales performance for the month, quarter, and year on five screens located throughout the sales floor. The dashboard gives a summary of each team’s overall performance metrics, and a snapshot of several sales contests we run internally to keep everyone motivated.
It’s great to have a single source of truth for performance that everyone can easily see.
Nothing on the dashboard is new information, as everything on there is already tracked in Salesforce reports but the dashboard makes the data more visually appealing and way more accessible. Instead of everyone on the team digging into reports themselves, trying to figure out where they stand, or asking our sales operations team to find out for them, our dashboard shows everything we need in one place.
Everything on this sales dashboard example comes from Salesforce.
At the center are the core performance metrics that our sales team’s success is measured by. These are call and email activity, the number of meetings run, and finally MRR (Monthly Recurring Revenue).
Below the core metrics is a feed of customer comments and ratings. We regularly send out surveys to our customers, and we share their feedback on our screens to help us stay customer-focused at all times.
Finally, we have two important leaderboards. One is for any sales contest that we run in any particular month. The second is for our annual President’s Club trip that lasts through the whole year. Because each of these contests might have unique rules or qualification criteria, it’s critical to make sure that standings are properly communicated and universally accessible.
Our new office had screens on the walls when we moved in, and we saw this as a great opportunity to display useful metrics to our teams. We also wanted to make customer feedback more visible throughout the company.
The dashboard came together piece by piece. We started off with our obvious sales performance metrics, and added customer comments soon afterwards. Some months later we added an early version of the annual contest leaderboard you’ll see on the left of the dashboard. Finally, we added the monthly contest leaderboards to the right, and we regularly swap these depending on what contest is running. If there’s no contest running, we just remove the old one and expand the remaining metrics to fill the space.
- Makes sales contest leaderboards more visible and engaging
- Makes live sales performance metrics accessible to everyone
- Highlights customer feedback