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THE ULTIMATE GUIDE TO
Presented by: Dashboard Experts India
SALES PERFORMANCE
DASHBOARDS
ABOUT US
Building sales performance dashboards for your
workforce helps employees stay on track and
keep on top of their individual and team tasks,
goals and targets.
WHAT IS A SALES PERFORMANCE
DASHBOARD?
Saving time
Focusing employee effort where it is most required;
Reducing the risk of human error in data input and reporting; and
Achieving transparency among individuals, teams and management
levels.
THE BENEFITS OF TRACKING SALES
PERFORMANCE
However your organization utilizes
dashboaWhile we’re learning more about
NFTs in eCommerce and the Shopify
ecosystem, we’re sure the future is exciting!
Identify how the
dashboard will be
used
Sales rep dashboard,
sales executive
dashboard, revenue
dashboard, etc. will
depend on how the
system will be used
Select your
dashboard
provider
Some CRMs have
inbuilt reporting
features that allow
you to create
dashboards
Start
building
reports
Reports should be
straightforward to
understand and
easy to action.
Decide which
metrics to
track
our sales KPI guide
can provide you with
some handy hints
and tips!
Integrate
dashboards into
your processes
Create a plan for
reviewing data and
developing
strategies for using
your dashboards
Connect with us.
7303843178

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Dashboard Experts India.pdf

  • 1. THE ULTIMATE GUIDE TO Presented by: Dashboard Experts India SALES PERFORMANCE DASHBOARDS
  • 2. ABOUT US Building sales performance dashboards for your workforce helps employees stay on track and keep on top of their individual and team tasks, goals and targets. WHAT IS A SALES PERFORMANCE DASHBOARD? Saving time Focusing employee effort where it is most required; Reducing the risk of human error in data input and reporting; and Achieving transparency among individuals, teams and management levels.
  • 3. THE BENEFITS OF TRACKING SALES PERFORMANCE However your organization utilizes dashboaWhile we’re learning more about NFTs in eCommerce and the Shopify ecosystem, we’re sure the future is exciting!
  • 4. Identify how the dashboard will be used Sales rep dashboard, sales executive dashboard, revenue dashboard, etc. will depend on how the system will be used Select your dashboard provider Some CRMs have inbuilt reporting features that allow you to create dashboards Start building reports Reports should be straightforward to understand and easy to action. Decide which metrics to track our sales KPI guide can provide you with some handy hints and tips! Integrate dashboards into your processes Create a plan for reviewing data and developing strategies for using your dashboards