Sales account manager dashboard example
Who is this dashboard for?
A sales account manger.
Why is a sales account manager dashboard useful?
Account management is a carefully planned and executed balancing act between customer retention and revenue growth from existing customers. Maintaining this balance requires close monitoring.
A dashboard with all the key metrics, will give any sales account manager an overview of their retention, revenue growth and customer happiness efforts and help shape future strategies to achieve monthly and quarterly goals.
If you are looking for a dashboard to monitor team KPIs instead, this template could be a good fit.
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Sales team overview dashboard example
Displayed on a screen in your workspace, an overview dashboard like this can give visibility of key sales metrics to members of other teams.