About InetSoft
Since 1996 InetSoft has been delivering easy, agile, and robust business intelligence software that makes it possible for organizations and solution providers of all sizes to deploy or embed full-featured business intelligence solutions. Application highlights include visually-compelling and interactive dashboards that ensure greater end-user adoption plus pixel-perfect report generation, scheduling, and bursting.
InetSoft's patent pending Data Block™ technology enables productive reuse of queries and a unique capability for end-user defined data mashup. This capability combined with efficient information access enabled by InetSoft's visual analysis technologies allows maximum self-service that benefits the average business user, the IT administrator, and the developer. InetSoft solutions have been deployed at over 5,000 organizations worldwide, including 25% of Fortune 500 companies, spanning all types of industries.
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Read why choosing InetSoft's cloud-flexible BI provides advantages over other BI options. |
Making Good Sales Information Dashboards
A sales dashboard is an effective tool for tracking the performance of a company's sales team, providing insights into how the business is doing and helping to identify areas for improvement. A good sales dashboard should be easy to understand, informative, and relevant to the needs of the user.
When designing a sales dashboard, it is essential to start by understanding the needs of the users. What information do they need to see and how do they want to see it? This will help determine the type of dashboard that is best suited to the user's needs and the data that should be displayed.
Once the information needs have been identified, the next step is to determine the most effective way to present the data. A dashboard should be visually appealing, with clear and easy-to-read charts, graphs, and other types of data visualization. To ensure that the dashboard is user-friendly, it is important to keep the number of visualizations to a minimum and to focus on the most important information.
Another important aspect of designing a good sales dashboard is to ensure that the data is up-to-date and accurate. This requires a reliable and efficient data source, as well as a robust system for updating the dashboard in real-time. It is also important to ensure that the data is secure, with appropriate measures in place to protect against unauthorized access and data breaches.
In addition to presenting data in an easily digestible format, a good sales dashboard should also be customizable. This allows users to personalize the dashboard to meet their specific needs and to highlight the information that is most relevant to their role within the company. For example, a sales manager may need to see overall sales performance, while an individual salesperson may need to see their individual performance and progress towards their goals.
A well-designed sales dashboard can help sales managers and executives make informed decisions, identify areas for improvement, and drive business growth. In order to be effective, a sales dashboard should include the following key elements:
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Key Performance Indicators (KPIs): The first and most important element of a sales dashboard is KPIs, which are metrics that measure the performance of the sales team. This may include metrics such as the number of deals closed, the total value of sales, the conversion rate, and the average deal size. These metrics help to provide a clear picture of the overall performance of the sales team and help to identify areas for improvement.
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Sales Trends: Sales trends are another important component of a sales dashboard. This may include trends in sales volume, revenue, or other KPIs over time. This information helps to provide a historical context for the current sales performance and helps to identify patterns and trends that may impact future sales.
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Sales Funnel: A sales funnel provides a visual representation of the sales process and helps to track the progress of deals through each stage of the funnel. This can include information such as the number of deals in each stage, the average time spent in each stage, and the conversion rate from one stage to the next.
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Sales Performance by Team Member: This section of the dashboard provides a detailed view of the performance of each salesperson, including information such as the number of deals closed, the value of sales, and other relevant KPIs. This information can help sales managers to identify individual strengths and weaknesses and to provide targeted coaching and support to improve performance.
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Geographical Breakdown: This section of the dashboard provides a view of sales performance by region or location. This information can help to identify which regions are performing well and which may need additional support or resources to improve performance.
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Customer Segmentation: Customer segmentation allows companies to understand the needs and preferences of their customers and to target their sales efforts accordingly. This section of the dashboard may include information such as the number of customers in each segment, the value of sales by segment, and the conversion rate by segment.
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Pipeline Management: Pipeline management is an important component of a sales dashboard, as it helps to track the progress of deals through the sales process. This may include information such as the number of deals in each stage of the pipeline, the value of deals in each stage, and the average time spent in each stage.
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“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond.
- George R, Information Technology Specialist at Sonepar USA
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