Sales Rep Dashboards
Dashboards specifically for sales representatives are often overlooked
in favor of higher level sales management dashboards, yet dashboards
at this level are more effective and influencing future performance
than sales management dashboards which typically contain more historical
A Sales Rep dashboard aims to tell the story as it relates purely
to each person - how they are tracking to quota, what type of activity
is getting the best results and how they are performing against
their team mates, and against previous reporting periods.
A sales rep is constantly evaluating their sales pipeline - and
how likely it is to perform over the coming weeks. The horizon is
long but the focus is shorter term. An effective sales person is
constantly asking themselves 'what can i do right now to improve
my sales potential'?. Rather than spend countless hours looking
through reports, or multiple CRM screens, a Sales Rep Dashboard
provides them the insight they need in one quick glance.
The CRM can only provide accurate data if activity is entered in
a timely manner. Most Sales people detest the time needed to keep
their CRM up to date, but once they start working with sales analytics
tools - this attitude starts to change quite rapidly.
Resources for Sales Rep Analytics and Dashboards
Dashboards to Drive BI Adoption
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