{"id":13736,"date":"2021-07-21T13:23:26","date_gmt":"2021-07-21T13:23:26","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=13736"},"modified":"2023-01-20T10:56:59","modified_gmt":"2023-01-20T10:56:59","slug":"sales-dashboard-improve-revenue","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/","title":{"rendered":"Sales Dashboard: How Does It Improve Revenue?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">We live in a data-driven world. To understand how your sales department is performing, it\u2019s crucial to keep track of their activities.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, how do you do that? The answer is <strong>Sales Dashboard<\/strong>.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">52% of the organizations surveyed agreed that data and analytics can help them <strong>increase sales opportunities<\/strong> in the coming years.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales reps are unfocused because they fail to prioritize their leads. They are unable to identify which account has the most potential to generate the highest revenue.\u00a0<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<p><span style=\"font-weight: 400;\">Despite the best efforts of your sales leaders, it can be hard to keep everyone in sync with a huge volume of leads in your pipeline.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s understand how using a sales dashboard can help you <strong>boost revenue<\/strong>.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#What_Is_a_Sales_Dashboard\" >What Is a Sales Dashboard?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Types_of_Sales_Dashboards\" >Types of Sales Dashboards<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Leadership_Dashboard\" >Sales Leadership Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Representative_Dashboard\" >Sales Representative Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Manager_Dashboard\" >Sales Manager Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Deal_Performance_Dashboard\" >Deal Performance Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#ProductArea_Performance_Dashboard\" >Product\/Area Performance Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#WinLoss_Dashboard\" >Win\/Loss Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Activities_Dashboard\" >Sales Activities Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Time-tracking_Sales_Dashboard\" >Time-tracking Sales Dashboard\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Funnel_Dashboard\" >Sales Funnel Dashboard<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Benefits_of_Using_a_Sales_Dashboard\" >Benefits of Using a Sales Dashboard<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#At-a-Glance_View_of_Performance\" >At-a-Glance View of Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Motivate_Your_Sales_Teams\" >Motivate Your Sales Teams<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_and_Marketing_Alignment\" >Sales and Marketing Alignment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Integrates_Data_from_All_Channels\" >Integrates Data from All Channels\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Optimize_Sales_Activities\" >Optimize Sales Activities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Demands_Forecasting\" >Sales Demands Forecasting<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Sales_Dashboard_Every_Sales_Manager_Needs_to_Drive_Revenue\" >Sales Dashboard Every Sales Manager Needs to Drive Revenue<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboard-improve-revenue\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"What_Is_a_Sales_Dashboard\"><\/span><span style=\"font-weight: 400;\">What Is a Sales Dashboard?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A <strong>sales dashboard<\/strong> is a visual representation of your sales data in the form of graphs, tables, charts, or heatmaps.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best sales dashboards are dynamic in nature, meaning they show information in real-time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This information can be filtered based on projects, time periods, KPIs (key performance indicators), and owners.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Common sales metrics<\/strong> that you can track include deals count, number of calls made, total appointments made, and more.\u00a0<\/span><\/p>\n<blockquote><p><a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\"><strong>EngageBay sales management software<\/strong><\/span><\/a><strong> offers an interactive interface that can be customized as per your viewing needs.\u00a0<\/strong><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"aligncenter wp-image-13600 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-dashboard.png\" alt=\"sales-dashboard\" width=\"1094\" height=\"532\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-dashboard.png 1094w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-dashboard-300x146.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-dashboard-1024x498.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-dashboard-768x373.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/07\/sales-dashboard-595xh.png 595w\" sizes=\"(max-width: 1094px) 100vw, 1094px\" \/><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Types_of_Sales_Dashboards\"><\/span><span style=\"font-weight: 400;\">Types of Sales Dashboards<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A <strong>sales manager<\/strong> needs to have complete visibility into their department activities in real-time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having an <strong>interactive dashboard<\/strong> gives you deep insights into your pipeline and helps you accurately<a href=\"https:\/\/www.engagebay.com\/blog\/sales-forecasting-strategies\/\"> forecast your sales performance<\/a>.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let&#8217;s look at some of the different types of sales dashboards that you can build to improve the overall productivity of your sales teams.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_Leadership_Dashboard\"><\/span><span style=\"font-weight: 400;\">Sales Leadership Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>Sales leaderboards<\/strong> display a score of every sales rep that helps encourage healthy competition amongst your team members. It can be an excellent way to motivate your sales reps.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_Representative_Dashboard\"><\/span><span style=\"font-weight: 400;\">Sales Representative Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As the name suggests, individual sales reps can keep track of their performance. You can easily display sales metrics like <a href=\"https:\/\/www.engagebay.com\/crm\/appointment-scheduling-software\">appointments schedules<\/a>, deals open, prospects in the pipeline, calls scheduled, and much more.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_Manager_Dashboard\"><\/span><span style=\"font-weight: 400;\">Sales Manager Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Here, a sales manager can measure the performance of their sales team using various metrics. It gives them a macro view of their <strong>sales reps\u2019 performance<\/strong> as opposed to the sales reps dashboard where only individual performance can be viewed.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Deal_Performance_Dashboard\"><\/span><span style=\"font-weight: 400;\">Deal Performance Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is particularly crucial as it helps you understand how revenue is on the line. <\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Deals dashboard<\/strong> gives you an overview of how much time it is taking to close deals successfully. It shows you the amount of <strong>forecasted revenue<\/strong> by deal stage.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can easily monitor the progress of each deal in comparison to average deal performance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using<a href=\"https:\/\/www.engagebay.com\/\"><strong> EngageBay<\/strong><\/a>, you can filter and get your desired reports delivered to your email weekly or monthly.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-10859 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-Productivity.png\" alt=\"sales pipeline\" width=\"1104\" height=\"532\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-Productivity.png 1104w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-Productivity-300x145.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-Productivity-1024x493.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-Productivity-768x370.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/12\/Sales-Productivity-595xh.png 595w\" sizes=\"(max-width: 1104px) 100vw, 1104px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"ProductArea_Performance_Dashboard\"><\/span><span style=\"font-weight: 400;\">Product\/Area Performance Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In case you sell multiple products, you can create different deals pipelines for each of them. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Further, you can see which product is performing the best. This data can be useful in strategizing your future campaigns and gives you insights into your customer preferences.\u00a0<\/span><\/p>\n<blockquote><p><strong><em>EngageBay <a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\">sales CRM<\/a> allows you to create different sales tracks for different products.\u00a0<\/em><\/strong><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"WinLoss_Dashboard\"><\/span><span style=\"font-weight: 400;\">Win\/Loss Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The <strong>win or loss dashboard<\/strong> gives you direct detail about the number of deals won and lost. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This can really help you identify any loopholes in your pipeline and how you can improve further.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_Activities_Dashboard\"><\/span><span style=\"font-weight: 400;\">Sales Activities Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The <strong>sales activities dashboard<\/strong> gives you an insight into the interactions with every record. There are multiple steps involved in engaging with a prospect and converting them into a customer. These include emails, phone calls, notes, texts, meetings, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you want to know what your sales teams are up to and what methods they are using to communicate with prospects, you can visualize it on your sales activities dashboard.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Time-tracking_Sales_Dashboard\"><\/span><span style=\"font-weight: 400;\">Time-tracking Sales Dashboard\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>Time tracking sales dashboard<\/strong> helps you understand how they are spending time and you can further improve their performance. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can be quite useful when you are managing a lot of sales reps.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_Funnel_Dashboard\"><\/span><span style=\"font-weight: 400;\">Sales Funnel Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This gives you an overview of in which stage your contacts are and how they are moving through <a href=\"https:\/\/www.engagebay.com\/blog\/customer-lifecycle-management-clm\/\"><strong>lifecycle stages<\/strong><\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> In other words, it helps you understand how deals are progressing.\u00a0<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Benefits_of_Using_a_Sales_Dashboard\"><\/span><span style=\"font-weight: 400;\">Benefits of Using a Sales Dashboard<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The sales department performs in a fast-paced, target-oriented environment. It\u2019s crucial for them to keep track of how they are performing and whether they will hit the monthly target.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales dashboard provides complete visibility into your team\u2019s performance so that you can keep them on track on closing monthly revenue targets.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s look at some of the benefits of using a dynamic <strong>sales KPI dashboard<\/strong>.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"At-a-Glance_View_of_Performance\"><\/span><span style=\"font-weight: 400;\">At-a-Glance View of Performance<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A sales dashboard with an at-a-glance view of sales department performance makes it easy for sales leaders as well as stakeholders to make informed decisions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A VP of sales can look at individual, team, and marketing performance and see how these KPIs are impacting their sales department.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you are able to track it, it opens room for improvement. A <strong>data-driven dashboard<\/strong> can help you identify the weak area and help you further enhance the overall performance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, when your team fails to reach their monthly target, you can look at your KPIs related to your reps\u2019 performance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales metrics dashboard shows you if the number of calls made was less or they waited too long to follow up, making prospects lose interest.\u00a0<\/span><\/p>\n<blockquote><p><em><strong>EngageBay Sales dashboard lets you customize the metrics you want to see on your dashboard.<\/strong><\/em><\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-10873 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/10\/sales-forcasting.png\" alt=\"sales forecasting\" width=\"1366\" height=\"768\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/10\/sales-forcasting.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/10\/sales-forcasting-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/10\/sales-forcasting-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/10\/sales-forcasting-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/10\/sales-forcasting-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay&#8217;s report library contains standard reports that you can view on your dashboards. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">These reports cover many different topics such as tasks by users and deviation, deals analysis, and various call metrics.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Motivate_Your_Sales_Teams\"><\/span><span style=\"font-weight: 400;\">Motivate Your Sales Teams<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Individual sales reps dashboard enables you to have a KPI view of each individual separately.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, you can keep track of how an individual sales rep has performed \u2014 track the number of sales calls, deals closed, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Moreover, individual reps can view how their fellow reps are performing \u2014 motivating them to reach their goals in case they are lacking behind.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can promote healthy competition if used wisely. As a sales manager, you can offer incentives for exceeding expectations or give rewards for performance excellence.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having a clear view of the sales dashboard will ensure they know where they stand and where the team is based on goals set.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> It helps boost <strong>revenue growth<\/strong> while increasing productivity at work.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_and_Marketing_Alignment\"><\/span><span style=\"font-weight: 400;\">Sales and Marketing Alignment<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Most organizations fail because marketing and sales teams work as two separate units without aligning their goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While both may have different activities, the end goal remains the same.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having clear and relevant data is crucial to successful <strong>marketing and sales alignment<\/strong>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To have the two departments work in sync, your business needs to have answers to specific questions like:<\/span><\/p>\n<ul>\n<li><i><span style=\"font-weight: 400;\">Are your organic leads increasing every month?\u00a0<\/span><\/i><\/li>\n<li><i><span style=\"font-weight: 400;\">Which marketing campaign is generating the most sales?\u00a0<\/span><\/i><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Integrates_Data_from_All_Channels\"><\/span><span style=\"font-weight: 400;\">Integrates Data from All Channels\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It\u2019s important to <strong>have an omnichannel presence<\/strong> to reach out to a wide range of audiences. But at the same time, it can get confusing fast for your sales team to follow all the channels at once.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best solution is to integrate all communication platforms with your sales dashboard.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead of manually generating reports from different channels such as social media, Shopify, and others, you can now view them all in one single place.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales dashboard like EngageBay can pull all data and display it in an organized and <strong>visually appealing chart<\/strong>.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Optimize_Sales_Activities\"><\/span><span style=\"font-weight: 400;\">Optimize Sales Activities<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Surprisingly, nearly <\/span><a href=\"https:\/\/www.forbes.com\/sites\/kenkrogue\/2018\/01\/10\/why-sales-reps-spend-less-than-36-of-time-selling-and-less-than-18-in-crm\/?sh=2d991e7fb998\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">two-thirds (64.8%) of sales reps\u2019 time<\/span><\/a><span style=\"font-weight: 400;\">, on average, is spent in non-revenue-generating activities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales can be a complicated process and it can be easy for sales agents to get distracted from <strong>revenue-generating activities<\/strong> and spend more time on administrative tasks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Companies can encourage their sales department to make good use of <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM<\/a> and <strong>automate their standard workflow<\/strong>. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, sales reps spend too much time creating reports every month. This can be easily replaced with an automated reporting tool, making all data available on the <strong>sales KPI dashboard<\/strong>.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales dashboard helps <strong>save hours<\/strong> every day and enables the entire organization to make quick, data-based decisions in real-time.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sales_Demands_Forecasting\"><\/span><span style=\"font-weight: 400;\">Sales Demands Forecasting<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Having all your data recorded in one single dashboard enables you to make important decisions with ease, including inventory planning, running flash sales, and more. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">You have better insight into the buying cycle of each client with historical data \u2014 their demand can be understood and predicted accurately.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Demand forecasting is a great way to estimate the total sales and revenue growth for a future period of time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Making use of <strong>sales forecasting<\/strong> with the help of data, you can further improve your demand each year, set measurable goals, and optimize your sales department.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3450 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/10\/EB-Homepage.png\" alt=\"\" width=\"629\" height=\"488\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/10\/EB-Homepage.png 629w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/10\/EB-Homepage-300x233.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/10\/EB-Homepage-595xh.png 595w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Sales_Dashboard_Every_Sales_Manager_Needs_to_Drive_Revenue\"><\/span><span style=\"font-weight: 400;\">Sales Dashboard Every Sales Manager Needs to Drive Revenue<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For a business to thrive, it needs to earn revenue.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the different types of sales dashboards, sales reps tend to generally focus on their own performance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, a <strong>sales leader<\/strong> has more responsibility on their plate. While driving their team\u2019s performance, they need to make sure that it is aligned with organizational goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a whole, sales managers need to take care of high-level analyses that drive business decisions and <strong>optimize sales activities<\/strong> that drive corporate results. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thus, they need access to a dynamic sales dashboard that helps them identify trends in favor of the company and mitigate potential losses due to unforeseen circumstances.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It makes their tasks easy to align organizational goals with individual goals, keeping the entire department happy and satisfied.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"font-weight: 400;\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\"><strong>Sales leaders<\/strong> and other stakeholders in the company want insights that can help them identify opportunities to increment their revenue. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales dashboard empowers you to dig deep into your organizational activities and improve it further to accelerate sales.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A <strong>good sales dashboard<\/strong> should be customizable for each organization\u2019s marketing goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you incorporate a sales KPI dashboard into your organization, your sales team will have the capability to view a myriad of data \u2014 in one place.\u00a0<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>We live in a data-driven world. 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