By putting information together to tell the right story through eye-catching visualisations can be time-consuming if you don’t have an automated dashboard tool. The faster you can turn your data into insights, the better.
That leads to your salespeople working extra hours to create daily, weekly, or monthly Excel reports that are overcrowded with information, are hard to read, and get lost in people’s email. That’s senseless, especially when there’s a faster and more efficient way to access and digest your CRM info.
Sales KPI dashboards are a way to create automated visualisations of your most important sales data and get automated notifications with actionable alerts or snapshots of your business performance. Here’s what to measure and how to do it.
Sales KPI dashboards are interactive data visualisations that allow you to have at-a-glance access to real-time CRM data. Dashboards use graphics and visual assets to tell the story of your business, and in this case, of your sales performance.
KPIs are meant to be tracked in order to achieve sales goals in a time period. There are several different metrics that you could be tracking as a sales leader. We’ve compiled a list of the ten we see Trevor.io users keep track of the most:
Tracking these two together allows you to keep track of your sales against the target and see the growth over a time period. You can add this metric to your sales dashboard by using a BI dashboard feature like dynamic text boxes, or creating automated sales reports with graphics that measure sales vs target.
These metrics also answer the following questions:
- Is your current revenue higher or lower than your forecast?
- Is the trend going up or down?
- How many new customers do you need to meet the target?
- Is your growth steady? Do you need to double down on a specific period?
