Want to start building sales dashboards but don’t know where to start?
We’ve broken down a relatively comprehensive set of sales metrics and indicators into 7 separate sales dashboards . Each dashboard comes with sample reports and details on their importance.
For those using Salesflare or looking to use it, we’ll detail which reports are built-in and which can be custom designed .
Here are the 7 sales el salvador phone number data dashboards we’ll explore:
- Lead generation
- Sales forecast
- Turnover
- Sales Closing Performance
- Sales cycle
- Sales activity
- Recurring revenues
You can click on one of them or start from the beginning .
Welcome to the wonderful world of sales reporting
What is the scope of each sales dashboard?
With our “impressive” Power experiences in choosing niches, first success and difficult backlinks Point skills, we tried to visualize this for you.
In short:
- Lead generation fuels our sales pipeline.
- Sales activity drives your prospects to use it.
- At the end of the line, you close them.
- Measure your sales cycle length to know your velocity.
- Forecast your revenue from the pipeline to forecast your revenue.
- Then measure your turnover (which can be recurring turnover).
Makes sense? Let’s start digging for ideas!
1. Lead Generation Dashboard
Let’s start at the beginning of g seo work your sales pipeline. You know , that thing:
If you want to generate revenue consistently, you need to fill them consistently. Our first sales dashboard will help you measure your performance in this area…and determine how you’re doing it.
By the way, we are now here:
# New opportunities (integrated)
The easiest way to know how many leads you’ve generated is to count the number of new opportunities in your pipeline.
You can find this report in Salesflare on the built-in “Revenue” dashboard.
# New accounts (customized)
If you don’t immediately create an opportunity for every new lead (which we recommend you do), the number of new accounts created is another metric you can use.
This report is very simple to create in Salesflare: just report on the “accounts” entity, apply the dashboard time filter to “creation date”, and use a “dashboard” as the chart type.