What a sales department dashboard should look like

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Once the objectives have been defined, we can measure them. However, the commercial dashboard must meet a series of characteristics that guarantee a correct analysis on an ongoing basis and that the information is useful and reliable .

What are these characteristics? The sales management dashboard must be comprehensive and have a complete view of the company's sales, customer and sales team management . It must have great analytical capacity and continuous monitoring, and not just an attractive display, although it is very important to show the results in a simple and intuitive way.

It must also have continuous and automatic updates to always offer the latest data and information; be flexible and scalable to adapt it to the needs of each department and each company; be reliable and rigorous, since we need to draw conclusions that allow us to make better decisions and, finally, it must be perfectly integrated with your daily management tools .

Integration is a must, as the best way to extract data ghana whatsapp resource from your ERP , CRM or other business management system is to connect both tools and ensure that the data flow is constant and uninterrupted. Dynamic business dashboards can be created from data imports from Excel, but they will not be automatic and therefore the analysis will not be continuous.

Regarding the dashboard's functionalities, it must allow analysis by time dimensions and specific dates, by dimensions, geographic ... as well as allow segmentation and filters by accounting groups, businesses, categories, products, etc. In addition, it is very important that it has a history of the KPIs to be measured with the maximum level of detail.



If you want to know how this tool will help you monitor your company's indicators to make coherent decisions or you want to see a DEMO, contact us by writing to [email protected] or calling 967 50 50 24. We look forward to seeing you!