I need a very specific set of data pulled in reports from Salesforce to identify key matrix's for our dashboards i.e. win/hit loss ratios, top deals, sales pipeline top sales, etc.
1. The Lead Funnel Dashboard
This is how sales and marketing can work together. By creating a single dashboard for sales and marketing, both departments can make data-driven decisions.
For instance, should you choose to track conversion rate by team, you’ll be able to identify the strengths and weaknesses in the sales process. Is marketing driving leads, but they aren’t converting? Is your content the issue, or are your sales reps not holding up their marketing-sales lead response SLA?
2. The Forecast Dashboard
Often thought of as a “managing up” tool for public companies, a Forecast Accuracy dashboard can also be used for coaching, rewarding, and uncovering flaws in your sales process at any company. Are you on track for the quarter, or does marketing need to generate more leads? At what stage are you losing prospects? Which reps aren’t closing?
3. The Sales Leaderboard Dashboard
Sales leaderboardRecognition is motivating and the leaderboard is a method of gamifying sales performance. It can drive a healthy competitive spirit, open up opportunities for mentorship, and keep reps accountable for their sales activities.
4. The Competition and Win/Loss Dashboard
The previous dashboards focus on hitting quotas; however, dashboards tracking competition and win/loss will indicate what you need to do to win deals. Win lossThis requires some qualitative data from sales reps; for instance, why did they lose a deal, and did they lose to a competitive product?
With visibility into these deals, sales can funnel feedback to the product and marketing teams.
Key Focus: understanding threats, monitoring for best-fit
Key Reports: win/loss rates, product gaps, competitor presence, deals with no coding
Distribution: all reps, product, marketing, sales manager
5. The KPIs and Sales Activities Dashboard Activities kpis
Use this dashboard to drive discipline in your sales force.
Find out where deals stand, which sales reps are actively working leads, who hasn’t logged into their CRM lately, and various other accountability metrics that can be used to change sales rep behavior.
6. The Executive Daily View Dashboard
As a salesperson, your time is valuable. With an executive dashboard, you can spend less time aggregating data to show your execs that you have control over the business at any given time. No longer are you explaining your results and creating decks. Now you can spend time in the field or coaching reps. Demonstrate ROI, and leverage this dashboard to ask for budget increases.