Macbook displaying dashboard

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A sales dashboard is an indispensible tool to monitor your sales team’s performance. It’s a visual representation of your company’s sales data - think of it as a form of Google Analytics. Tracking metrics, leads, and growth is a critical element leading to both employee and company growth. In this blog post, we’re going to take a look at how to set up a new sales dashboard from scratch.

1. Identify Who The Dashboard Is For

When beginning to construct a dashboard, the most important thing to consider is who it’s for. Will it be used by your sales team to track their progress, or by managerial staff to gauge overall performance across the board?

A practical choice would be to create one type of dashboard for each staff division - however, this is completely up to you. If you prefer to create an all-encompassing dashboard that everyone can refer to, that’s completely fine. Remember - a dashboard is simply a visual aid created to help, not impede. If you can summarize all the data you need into one dashboard, more power to you.

2. Determine Your Measurement Units

Firstly, decide what your sales dashboard should measure. Your dashboard should be tailored to your firm’s goals in mind. For example: cold calls, in-person meetings, or even demos/trials sent. Eventually, these measurement units will add up, producing a detailed report which can be further analyzed for future optimization.

3. Building Your Sales Dashboard

After setting out your analytics, it’s time to focus on constructing the dashboard itself. You can usually do this through a sales dashboard provider. Klipfolio, HubSpot, DataHero, and Visible are popular choices. If you already use CRM, it should come with reporting features that let you make dashboards for your team.

Take the time to carefully plan the layout of your sales dashboard. Placing heavier emphasis on different elements, i.e. graphs or numerical statistics can work for different measurement units depending on your firm. Ensure that all your data on your dashboard is displayed quickly and efficiently, and can be garnered at a moment’s glance. This goes for all available mediums - desktops, mobiles, and tablets.

How often your audience will check this dashboard is another factor to consider when collating your data. If the dashboard will be utilized on a daily basis, the data displayed would need to be of a smaller scope, as well as being updated constantly.

4. Import Data Into The Dashboard

If your dashboard is integrated with your CRM, you’ll be able to easily sync your data. The HubSpot CRM, for example, lets users put together sales reports based on data from their customer database. You can create reports and dashboards this way to identify top performing sales reps, create sales forecasts, track sales performances, and more.

In other cases, this might be more of a manual process. If your company uses spreadsheets to manage customers and prospects, you will likely need to build these reports from scratch. Thankfully, there are plenty of Microsoft Excel sales dashboard templates that you can easily download off the internet.

5. Building Reports

There are a myriad of ways you can display your data when generating reports. It’s absolutely essential that you pick the right chart or graph that best matches the data you want to display.

Below are some examples you may want to consider when creating graphs for different data types.

  • Comparing Values

When comparing sales from two or more different categories, bar charts, column charts, line graphs, or scatter plots are a good choice in separating them from each other.

  • Individual Breakdowns

A commonly used metric is a detailed breakdown of an individual sales rep. You should include as much detail as possible in these summaries to accurately represent their performance. Excellent methods to present these include bar, pie, waterfall, or stacked column charts.

  • Trends

For trends including month over month revenue growth, a dual-axis line chart, column chart, or just a simple line chart might be your best bet.

At the end of the day, these are merely pairing suggestions. Remember that the best graphs and charts are easy to read at a glance. Ideally, you want your audience to acquire all the information they need without having to delve into more detail.

6. Make The Dashboard Accessible For All

While you may need several dashboards for different divisions of employees, ensure that they’re accessible by everyone. Transparency is key here; your employees will feel increasingly connected with your company when they realize everyone’s playing their part.

Hopefully these tips have given you some ideas and inspiration in creating your very own sales dashboard. We’ve got plenty more free topics for you to browse through, so feel free to check out our blog here!

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