by Marco Semplici - June 13, 2023
Sales dashboard , especially for b2b business, is a critical tool for any business that wants to stay competitive and successful in today’s fast-paced world. It provides a real-time visual representation of important sales metrics , allowing businesses to make informed decisions that drive growth and profitability.
In this article, we will explore some sales dashboard examples and templates that companies can use to monitor their performance and stay ahead of the competition, also thanks to data analysis.
Dashboard Templates: What Are They?
Trying to manage all sales activities while increasing revenue and profits, forecasting and comparing data quickly and accurately is of utmost importance for sales representatives, managers and sales reps.
To get a complete 360° overview of sales information, visualize progress and share information with customers or stakeholders, it is good to analyze the various sales dashboards.
Revenue and Profit Dashboard
This sales dashboard provides an overview of the revenue and profit generated by the business. It includes a revenue breakdown by product or service , region , and customer type , whether it is a b2c business or a b2b business. The profit section shows the profit margin, gross profit, and net profit.
What is it for? This dashboard helps businesses identify the most profitable products or services, regions, and customer types, allowing them to focus their sales efforts accordingly.
What is it for? This dashboard helps businesses identify the most profitable products or services, regions, and customer types, allowing them to focus their sales efforts accordingly.
Sales Performance Dashboard
This dashboard provides a comprehensive view of the company's sales performance . It includes metrics such as total sales , sales by product or service , sales by region , and sales by salesperson . The dashboard also includes the number of leads, opportunities, and deals won or lost, allowing companies to track their sales funnel and identify areas for improvement.
Sales Activity Dashboard
If productivity is an issue for your team, a sales activity dashboard can help. These charts can show the daily sales activity such as calls made, emails sent, deals closed, demos presented, and the number of follow-ups sent.
Sales Conversion Dashboard
With this dashboard, the graphic shows the various conversion rates of each stage of the sales pipeline . It can also show your lead-to-conversion ratio, converted leads, lead-to-opportunity ratio, or opportunity-to-win ratio. This data visualization helps team members understand exactly which stage of the process might need some fine-tuning.
Customer Acquisition Dashboard
This dashboard focuses on the customer acquisition process and includes metrics such as the number of leads generated , conversion rate , and cost per lead . It also includes information about the source of the leads, such as social media, email marketing, or referrals, allowing businesses to identify the most effective channels for acquiring new customers.
Pipeline Dashboard
This dashboard provides a visual representation of your sales pipeline , including the number of deals at each stage of the pipeline, the average deal size , and the average time to close .
The pipeline dashboard helps companies identify bottlenecks in the sales process, enabling them to take corrective actions and improve their sales performance.
Sales Forecast Dashboard
This dashboard provides an accurate forecast of future sales france whatsapp number data 5 million based on historical sales data, market trends, and other factors. It includes metrics such as projected revenue, projected profit, and projected sales by product or service. The sales forecast dashboard helps businesses make informed decisions about their sales strategies and allocate resources effectively.
Marketing Performance Dashboard
This dashboard focuses on the performance of marketing campaigns and includes metrics such as website visitors , conversion rate , and cost per acquisition . It also includes information about the most effective marketing channels, such as social media, email marketing, or paid advertising. The marketing performance dashboard helps businesses optimize their marketing campaigns and generate more leads and sales.
Designing a Sales Dashboard Better
When designing a sales dashboard, it is important to consider the specific needs and goals of your business . Choosing the most relevant metrics for sales performance and organizing them in a way that makes sense for the various teams is very important in a b2b business strategy. A well-designed sales dashboard can provide valuable information that drives the growth and profitability of a company.
