![]() ![]() ![]() However, if you're not using a CRM, there are standalone reporting tools that allow you to either sync or import your data to create dashboards and reports. If you're already using a CRM, it likely comes with reporting features that allow you to create dashboards for your team. For example, if you have an outside sales team who'll be on-the-go, consider making a mobile-friendly version of the dashboard so it can be viewed from a mobile phone, tablet, or computer. Think about where the dashboard will be viewed as well. What information they'll want to see: Which metrics, visualizations, and calculations will they look at?.How they'll use it: Are they checking the dashboard daily, weekly, monthly, etc.?.Who will be using the dashboard: Sales reps, managers, VPs, or executives.Is the dashboard going to help individual sales reps track their progress towards their monthly quota? Or will it be used by sales managers to see the top-performing reps for the quarter? There's no one-size-fits-all sales dashboard, so you need to know how the dashboard will be used and who will use it. If you don't know where to begin, check out this guide to sales metrics to determine which pieces of information are most important to your sales organization. Sales Process, Tool, and Training Adoption Metrics.The sales metrics that you choose from, often fall into one or more of these categories: Do you have multiple sales teams within your sales organization?.What are your key performance indicators (KPIs)?. ![]() Are there metrics that are considered more important than others?.Which metrics are regularly reviewed in company, sales team, and one-on-one meetings?.But first, start out by identifying the sales metrics you'd like to track. Are there specific goals or targets you're trying to reach? A dashboard can help you visualize your progress towards those goals. The most challenging part of building a dashboard is knowing how to begin. Determine which sales metrics you'll track. Identify how the dashboard will be used.ฤก.Determine which sales metrics you'll track. ![]()
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