3 Rules for Sales Dashboard Design

Businesses use sales dashboards to make their work easier. Management needs to be aware of what their sales team is doing, and sales reps have to be up to speed with the needs of their leads. Dashboards help the entire team see where they are headed, and what needs to be done. Dashboards also help measure productivity against goals you have set. But a poorly designed dashboard can cause more harm than good and create confusion for the whole team. Here are 3 rules to designing a good sales dashboard.

KNOW YOUR METRICS

3 Rules for Sales Dashboard DesignBefore putting your dashboard together, figure out what you want it to say. What should your dashboard convey to the person who logs in, whether that person is from management, marketing or sales? What are the broad areas you want to highlight, and what metrics do you want to measure? Once you have this down, you must be sure to include information that:

  • Is relevant and timely
  • Helps the reader draw conclusions
  • Reinforces your metrics

USE COMPELLING VISUALS

It can be easy to get carried away with flashy design and technical templates. But if the data gets lost in the buzz of graphics and design, so does the purpose of your dashboard. Your dashboard is here to inform. Use visuals that aid that process, not hamper it. Make use of graphs and charts to highlight spikes or lulls in activity and to showcase numbers. Keep your designs and layout simple, logical and consistent.

SITUATION AWARENESS

Your dashboard needs to tell you what is happening, now. The data should be presented in a manner that gives you insight into what is happening right now and how it may affect the outcome ahead. If a sales rep is near closing a deal, your dashboard should be able to highlight that. Similarly, if there are deviations from a trend, your dashboard should be able to spot it so that remedial action can be taken to get things back on track.  Salesvue’s dashboard gives you everything you need, in one place. The home screen gives you easy access to overdue, upcoming and current activities, from appointment resolutions and follow-ups to campaign activities. You can stay up to date and sort tasks on the basis of priority. You can also access the total activities report for a snapshot on where your reps stand with their leads, and dig deeper into activity reports by filtering those reports by campaign, date and sales rep.