Need a Sales Team Dashboard?

Monitoring your sales team is a major part of success.  Sales managers and executives need a simplified media to review key performance indicators KPIs to understand how their sales team is performing.

Such a simplified media is a dashboard style report which includes both charts and data tables which report KPIs pertinent to the business.   In a for profit business, typically revenue generation is at the top of the KPI list, followed by product performance, rep performance, and then rep productivity metrics.

Example Sales Team Management Dashboard

Spiral Analytics’ Example Sales Team Management Dashboard – Available for $5 through Fiverr

Since simple is good, Spiral Analytics, the name of my analytics solution company, is offering a gig through Fiverr.  The $5 Gig provides a basic template and setup for a sales team dashboard which follow the metrics above.  Additional charts and the ability to maintain the dashboard for you are available at additional charge.  For more information, send us an email below.

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A Sample Corporate Sales Dashboard

Monitoring your Sales team performance is very important for the growth of your company whether it is an infant startup or a tenured enterprise.  If your company is using a CRM solution, such as Salesforce.com or SugarCRM, you already have a wealth of data to leverage.  The trick is to get the right level of actionable data in front of the stakeholders who need it to make a decision.

A Sample Sales Team Dashboard

The dashboard’s purpose below is to communicate the health of a sales team for a company based in Canada.  The stakeholder required a view of sales by region and product category.  In addition, they wanted visibility into product returns and profitability. We used Tableau Public to create the dashboard below with a Canada Superstore data set available for free.  So let’s dive into the dashboard and some of the insights it gives us.

Sales Team Performance

sample sales dashboard using TableauThe first three charts on the dashboard illustrate which regions and product categories are driving the most gross revenue.   The first heat map shows Product Category against Region with the darker green color indicating more revenue.  The conclusion is the West drives the most revenue of the regions, with Nunavut bringing up the rear.  However, technology sales are highest in the West, whereas other regions have a more equal distribution.

The second heat map shows Customer Segment against Product Category.  Corporate customers tend to drive the most revenue, with technology and furniture being the highest revenue generator.  The lowest generator is Consumer Office Supplies.

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