To begin building out impactful sales dashboards that your sales organization will use: focus on your audience and think about the KPIs that are relevant to this audience. Analysts can produce more accurate sales forecasts, leaders can plan territories more strategically, and sellers can have an exact picture of where they stand against their goals. Using reports connected to live data sources with clean and validated sales data means you're better prepared and never caught off-guard-helping everyone in the organization be more agile, pivot quickly to hit quota or work opportunities more effectively. Using single sources of truth across departments means that critical decisions are made with data and not just gut feeling. Sellers, sales managers, and senior leaders would speak the same language and work toward common sales KPIs. Having centralized sales dashboards means that everyone will be using the same data to make decisions-with these reports serving as single sources of truth. The case for sales analytics teams to create centralized, self-service dashboards is compelling. Data exported from a CRM tool often has a limited scope of information and immediately becomes static and outdated, left in an unviewed spreadsheet.
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Sales analytics teams have the challenging task of cleaning up CRM data and analyzing it exporting data from a CRM source system is highly manual and time-consuming, with ad hoc analysis of an account being nearly impossible. Sales dashboards allow sellers to focus their time on selling and less time on administrative tasks or searching for data they need. However, account details often get buried on multiple screens, and having an accurate, overall understanding of an account is difficult. Sellers spend the majority of their time in a CRM tool because it contains information they need to close their deals.
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