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Sales dashboard example

Sales Dashboards are a great way of highlighting important data to your team. By customising your dashboards, you can focus on the numbers that matter to your organisation while simultaneously creating real time daily sales reports that are constantly updating to reflect the new sales or leads that have been made by members of your sales team.

Sales Dashboards come in many different shapes so it’s important to set out what it is you wish to achieve and display.

Here are a few examples and ideas to help you build your own:

  • Salesforce Dashboard – Displays specific team member or group performance from your CRM platform, showing leads outstanding, leads converted, cost per acquisition, profit per sale and the like.

  • Sale Opportunities – Details the lead metrics from your affiliates or sales team members or partners.

  • Sales Product Performance – Shows, for example, the best performing individual products or categories along with an overall CPA figure for your marketing efforts, enabling key members of your team to monitor performance at a glance.

The sample sales dashboard displayed above is a clickable demo and a great example of how less can be more when it comes to dashboard design.

Designing a sales dashboard

The sales team that put this dashboard together clearly understand that showing a focused set of carefully chosen KPIs can be more effective than showing a myriad of options for slicing and dicing data, or triggering gimmicky alerts or awards.

In the top left of the dashboard is a simple clock, set to local time. Although this is prime dashboard real estate that should really include a key piece of performance data, the clock is useful for both the sales team and passers-by in the office, and a quick glance to check the time often draws people in to absorb other numbers on the dashboard.

Beneath the clock is a Number widget pulling data from Salesforce, showing that there are currently 6 leads being worked by the US team. The team can see they are close to their goal of 7 leads for the period, and when they eventually hit their target they’ll see the progress meter at the bottom of the widget turn green.

To the right is the information most sales reps are interested in - how their individual performance stacks up against that of their colleagues. This simple ‘Leaderboard’ widget has been configured to rank sales reps by the sales revenue they’ve brought in over a particular period, with recent changes in ranking being reflected by green and red arrows. For a lot of reps this is the first thing they check every morning, and the healthy competition it promotes has been responsible for pushing some reps to turn in some exceptional performances this quarter.

To the right of this, and given equal importance is a figure for 7-day revenue across the whole company worldwide. Seeing this fluctuate from week-to-week gives the team an easy way to see some context as to how the company as a whole is performing over that period. Making this so prominent on the dashboard makes it crystal-clear what is important to the company right now, and everyone has full visibility on how things are going, even when things aren’t going so well. With company-wide performance being shown in real-time it’s also much easier for everyone to get a feel for how their contribution is shifting the needle for this metric - highly motivating.

To the right are two number widgets that break the weekly revenue figure out into two - one figure showing the contribution of the US sales team (whose dashboard we’re looking at) and one showing the contribution of the UK team, its closest rival in terms of performance. As with the sales rep leaderboard, this added context brings out healthy competition between the two teams, and as the UK team have a similar dashboard on the walls of their office, the healthy rivalry is mutual.

Finally, a simple Text widget at the bottom provides a description of the dashboard for anyone else in the office who happens to see the dashboard when it’s live on the wall, or included one the main office dashboard loop that also includes summary dashboards from Marketing, Support and IT.

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