Build a Perfect Sales Dashboard using these 5 Steps - unomok

1. Build a Perfect Sales Dashboard using these 5 Steps In a competitive world, you are bound to face setbacks but what’s important, especially for people in the sales industry – is how you move forward. Think of the last time you made a hasty decision that brought with it disappointing results? Was data used to make that decision or did you rely on intuition? Data is crucial to your sales team for a number of reasons. It gives accurate and actionable insights to help your team make informed decisions. Sales data will help you evaluate the performance of your sales agents and enable you to understand customer’s buying behaviour. According to a survey conducted by Deloitte, 49% of people said that analytics helped them make better decisions.

2. So how can you view sales data, monitor the performance of your reps, and take important decisions? Simple – by creating a top-notch sales dashboard. What is a sales dashboard? Sales teams depend heavily on data to improve sales processes and make accurate sales forecasts. The huge volume of data collated can get overwhelming. That’s where sales dashboards step in. A sales dashboard allows you to see different kinds of data at one glance, in an easy-to-read format.

3. It is a visual representation of your sales data showing all the critical information such as the total number of leads, average deal size, conversion rate & revenue. All the information is updated in real-time, as soon as a deal is closed. A good sales dashboard should be able to give you a clear picture of where your team is at currently. This will help you figure out what the next steps should be. Sales dashboards are always customized. You have to choose the metrics that you want to display on your sales dashboard. These metrics will guide your team to build its sales strategy. With the help of a sales dashboard, you and your team will be able to monitor all the contributing KPIs that make up your sales funnel and take important strategic decisions. Sales dashboards show you the areas that need improvement and will help you build a stronger sales team with information that will motivate and inspire your team to perform better. How to create the perfect sales dashboard?

4. Each business sets its sales dashboard differently depending on its business goals. The CRM that you implement also has a key part to play in configuring sales dashboards as each one has its customization options. Irrespective of the type of CRM you choose, there are a few basic steps your team can follow to create your sales dashboard. Double up your sales team’s performance with sales dashboards Sales dashboards back your team up with all the right information required to improve their performance and motivate sales. Use them to your advantage to gain a better understanding of every aspect of your sales environment from how many sales a rep closes to which are the leads that generate the highest sales. With this bird’s eye view of your sales process, you can identify bottlenecks and overcome problems before they start to affect your sales efforts. If you are yet to use a sales dashboard, it’s not too late to start. And if you are looking for ways to build your sales strategy and motivate your sales team — say no more, sign up on Unomok today!

5. General Inquires - support@unomok.com Sales - 91 - 880707 - 3737 Support - 1 - 812 - 00281354 Address: 1014 Center Rd Suite 408-B Wilmington DE 19805 USA /219 Jayanagar Bangalore India Website: https://unomok.com/quotacal/