Why a sales dashboard is necessary for your sales team
Well, it’s really simple when you think about it, it’s visual, easy to read and helps the sales team make informed decisions. While there are a ton of options on the market to build and manage your sales dashboard, not all of them are created equally. You need a customizable solution able to record and store all the data curated.
Your team needs a robust, detailed sales dashboard to measure performance and create a central hub for stakeholders and team members to view the sales pipeline.
The need for a dashboard
Picture this, you’re trying to plan an event, but not actually planning it. It’s just going to come together somehow. Or trying to manage a team with zero information to guide you, you’re just supposed to manage them somehow. Sure there are things that you may know, but you’ll never know exactly what is going on.
For greater transparency and more open communication, a sales dashboard is a great tool. It gives everyone the information needed at a glance, making it easy to pick up a task or address any issues.
From an individual point of view, it can help your sales force plan their day and set out daily tasks. It can act as a checklist as well as a journal of everything they are currently working on and the progress of each item. Management can then simply take a look at their dashboard to see who is doing what.
This being said, looking back at our example of planning an event with no plan, can you see how running a sales team without a sales dashboard can be problematic and unnecessarily difficult.
What goes into a sales dashboard?
To start with, you need to know that the whole idea behind a sales dashboard is to have all things sales related in one easy to access location. And while many options will look the same, they’re actually quite different and tailored per use.
Boards and elements that can exist in a sales dashboard include:
- CRM board to track customer relationships
- A lead board to store all lead-related data
- A sales pipeline board to show the progress of sales deals
- Widgets to further customize each board
By using Monday.com, you can access different dashboards and their corresponding boards and customise them based on your requirements.
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Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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