Sales Dashboards are Crucial for Sales Teams in These 5 Ways

sales dashboardAs a sales manager, you want your sales people to be focused on the right things. You know that their success depends upon close collaboration with marketing, but it’s hard to see what’s happening all day long. That’s why business intelligence dashboards exist—to bring all relevant information together—so you can make informed decisions and prioritize what needs to get done.


5 Ways Sales Dashboards Can Help Your Sales Team Sell More

Sales dashboards provide the right information at the right time to sales teams so they can make better decisions about their activities, prioritizing their time and closing deals.


#1: Identify Trends and Develop Action Plans

The best sales teams are proactive. They recognize which strategies aren’t working and adjust them to make better progress. A good sales dashboard provides the insight necessary to recognize which actions need to be changed or eliminated, such as:

– Leads who don’t respond after multiple attempts

– Customers who cancel the contract right before renewal

– Sales people who don’t meet their quotas

– Sales processes that don’t align with the buyer’s journey

By learning from and adjusting to trends, sales teams can learn how to close more deals.


#2: Motivate with Competition and Collaboration

The most effective sales organizations use competition and collaboration as a way to motivate employees. A good sales dashboard enables managers to set up contests, make comparisons, and track productivity. For instance, managers can

– Recognize top performers by sharing their stats at the company meeting.

– Recognize high achievers in the sales department with an award for reaching certain milestones.

– Invite employees to compare company metrics such as revenue growth per employee.

– Share a leaderboard of employee sales stats with the entire company.

– Highlight employees who have had a high number of customer interactions.

By motivating with competition and collaboration, managers can help their teams capitalize on new opportunities for improved sales.


#3: Improve Sales Performance by Analyzing Activity Data

Sales people spend most of their time interacting with customers. Tracking and analyzing this data helps managers understand how sales people are performing in real time, giving them the opportunity to help before deals fall apart. A good sales dashboard provides:

– An at-a-glance overview of business activity: who’s talking to whom about what and when.

– Alerts that notify managers when a sales person has been inactive for too long.

– Real-time access to call data and notes from interactions, allowing them to coach reps in the moment.

– A record of each interaction a salesperson has with a customer, showing details such as how many emails they’ve exchanged or calls they’ve had.

By understanding how reps are interacting with their customers, managers can provide guidance to help them perform better.


#4: Meet Sales Goals by Tracking Activity and Pipeline Management

For sales teams, it’s all about managing the pipeline—tracking new deals as they open up, monitoring which deals are falling apart, and ensuring that opportunities are moving forward without any hiccups. A dashboard makes the process of managing a pipeline smoother by providing:

– A bird’s eye view of all open deals, including which stage they’re in, whether an email has been sent with any requests for information or quotes, and what the next step is.

– An overview of each salesperson’s pipeline, showing new opportunities and closed deals.

– In-depth information about each opportunity, including details such as the company name and contact person, budget size, and other important metrics.

By tracking activity and pipeline management in real time, managers can provide guidance to help their reps move opportunities forward.


#5: Create a Personalized Customer Experience

Personalization is key to making a lasting impression on customers and building a relationship with them. A good dashboard provides the data necessary to make a personalized experience for each customer:

– Access to a complete list of every customer, their buying habits, and what they’ve recently bought from the company.

– Tracking that shows how many times an individual sales person has interacted with a particular customer.

– Access to historical notes so salespeople can remember details about their interactions with each person.

By creating a helpful and personalized experience, sales teams will make lasting connections with customers.


Other Ways Managers Can Benefit From Sales Dashboards

– Monitoring employee sentiment to detect opportunities for cross-selling and upselling.

– Gathering customer feedback, either through interviews or surveys, so they can gain insight into what is frustrating their customers.

With a holistic perspective on company activity, managers have the opportunity to understand where there are opportunities to improve.

To summarize, sales dashboards give managers a unique window into the actions of their sales people and customers, providing a bird’s-eye view on important metrics.


Sunvera Software develops next-level software applications from start-to-finish. We are a premier software and mobile app development agency specializing in healthcare mobile app development, custom mobile app development company, telehealth software, sales dashboards, custom mobile app development services, retail software development, supply-chain software, ecommerce, shopify, web design, iBeacon apps, security solutions and unified access software.

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