With Orange Mantra, you’ll have the interactive and real-time sales performance dashboard to learn how your sales team and clients are doing across various metrics and sales KPIs and boost your sales opportunities and performanceGet Started
A sales performance dashboard is a tool that enables your sales executives, sales managers as well as clients to effectively monitor data sources from a centralized place while helping teams to achieve sales goals through a detailed analysis of sales performance, KPIs, sales funnels, and cycle lengths.
Sales reporting is one of the crucial tasks of any organization or sales team. It also helps build trust and healthy relationships with your clients by keeping them informed about the progress of your work and critical revenue targets. A sales performance dashboard also helps to measure key metrics, identify KPIs, bring your data together, and use it effectively to guide your team to a higher level of performance.
Most specifically, using a sales performance dashboard will help you enjoy 10 benefits as follows:
Building a sales performance dashboard requires vision and need. Here are a few considerations that you need to take seriously before you start building a sales performance dashboard for your team.
What’s the main objective of your dashboard
Who will view the dashboard and how often it will be looked at
What it looks like
How much data should you include
The time period
What types of chart(s) you want to include
The main objective of the sales performance dashboard is to bring data from multiple sources together and provide a visual representation of that data to the sales team. If you’re planning to create a sales performance dashboard, here is a to-do list to create a highly-effective sales dashboard for your organization.
Sales KPIs are the holy grails of performance measures. They are mysterious, difficult to identify, and yet these are the true gems that will help you achieve your sales quota.
This KPI indicates the number of unique users who interacted with your website in a given time period.
The sales conversion rate helps you determine how effectively your sales team is able to manage to convert leads into sales or new customers.
This KPI indicates how many new customers your website has gained in a specific period of time.
The win rate helps you determine the total percentage of total number of sales opportunities that converted into a sale.
By leveraging the right set of sales data metrics, you and your clients can gain detailed insights and apply it into your sales activities to improve your sales operations. It can also help you optimize your sales pipeline activities effectively.
This sales metric will help you identify how many of your website visitors completed a defined action on your website such as making a purchase or downloading a PDF.
This helps you calculate the percentage of people who visited your website by seeing your Google Ad and completed a desired action like placing an order.
Using this metric, you will be able to calculate the percentage of visitors who completed a desired action across your sales goals. (Number of conversions divided by the number of visitors multiplied by 100)
This will help you track the number of sessions that existed on your website over a given time period.
Besides only sales integration, you’ll definitely want to integrate all of the marketing platforms that you’re using. This seamless integration of platforms will help you see how your marketing efforts are affecting your sales team and how sales metrics are affecting the performance of your sales funnel.
At Orange Mantra, we create effective sales performance dashboards that enable our clients to track sales data points throughout the sales cycle. We provide sales performance dashboards preloaded with the best KPIs, high-end features, incredible reporting capability, and automated data pulling. You can even select from various types of charts to provide your sales team with a graphical representation of data.
Make our sales performance dashboard you own by simply white-labeling the product to provide a great brand experience. Customize it completely by adding your branding elements to make it perfect for your brand.
You can easily replace the current URL with your brand URL.
Choose from various easy-to-customize options such as colors, fonts so your sales dashboard matches your brand’s signature color.
Save money with our white label bundle that comes with a custom URL and a custom design.
We offer a wide array of dashboards for businesses ranging from start-ups to well-established companies. Make your digital marketing reporting a zero-hassle job with our dashboard solutions.
We create an interactive executive dashboard to give the senior management an at-a-glance visibility into the business performance across all departments and projects.
Bring all your digital marketing data and insights together at one centralized dashboard and monitor the digital marketing performance
Monitor your social media marketing efforts across all of the social media platforms such as Facebook, Instagram, LinkedIn, and Twitter from a single dashboard.