n. (in-tal-yo); a technique that etches a lasting impression

Sales Dashboards

  • By John Bernardi
  • 12 Nov, 2019

Management and Motivational tools

Sales Reps, Sales Teams, Sales Managers and Leaders Focus on Keys to Success

Dashboards, displayed on desktops, tablets, smart phones and wall mounted monitors, are management and motivational tools. Leading KPI metrics drive short term adjustments during a planning cycle. Lagging KPI metrics provide information to be leveraged when updating sales processes or creating the next sales plan or campaign.

 

Leading Indicator Sales Dashboards

Sales Process

Time Spent

  • Researching
  • Networking
  • Account development
  • Refreshing neglected accounts
  • Complementary selling
  • Opportunity management

Opportunity Development

  • Number of referrals received by sales reps
  • Number of approaches made
  • Number of sales interviews conducted
  • Number of site visits/demos completed
  • Number of proposals delivered

Sales Funnel Health by sales rep, sales team and product line

  • Number and value in each stage
  • Top opportunities in each stage
  • Stuck opportunities in each stage
  • Recycled SQLs and opportunities

Leaderboard

  • Deals by sales rep and product line – rolling 3 months
  • Quota Attainment – rolling 3 months
  • Win/Loss/Abandon by sales rep and reason
  • Forecast accuracy – QTD and YTD

 

Lagging Indicator Sales Dashboards

Closed-won

  • By lead source
  • By type – repeat business, new business, add-ons, services
  • By product
  • Average deal size
  • Average sales cycle

Vs. Competitors

  • Closed-won
  • Closed-lost
By John Bernardi 18 Oct, 2022
First, understand your business DNA. Then execute excellently.
By John Bernardi 03 May, 2022
Account Based Marketing integrates all customer-facing aspects of a company for the purpose of producing optimal results from a portfolio of customers.
By John Bernardi 22 Jan, 2021
A scientific analogy provides a unique concept for guiding your business to its next level.
By John Bernardi 10 Dec, 2020
Target Marketing Fundamentals
By John Bernardi 29 Sep, 2020
Self-promotional statements that are separate from actual customer experiences will disable a branding strategy.
By John Bernardi 25 Aug, 2020
If your decisions are based on your personal perceptions rather than the reality of your target audience, you won’t achieve your goals .
By John Bernardi 02 Aug, 2020
Marketing triggers help businesses respond in a timely and consistent fashion to situations that impact their business.
By John Bernardi 28 Apr, 2020
Make important changes during challenging economies
By John Bernardi 29 Mar, 2020
Value Buyers will associate your higher than median price with the measurable value that you offer.
By John Bernardi 20 Feb, 2020
Golden Spike hunting is an excellent and creative business development strategy for propelling your business to the next level. It can be flexibly tailored to market penetration, market development, and product development.
More Posts
Share by: