The Value of Utilizing Sales Dashboards
January 14, 2020
Sales managers: It is vital to understand how a sales dashboard can affect the performance of your team in a meaningful way.
Sales dashboards visualize important performance data, making it easier for managers to do their job of holding reps accountable and to a performance standard. Additionally, the analytics provided make it easier for managers to report to C-Suite superiors and keep them in-the-know on accurate pipeline and revenue growth.
The accuracy of a sales dashboard like Gryphon’s is key to successful management; if you can’t measure the performance of your team, how can you improve upon it?
Without 100% accurate activity data capture, it is impossible to fully understand where your team is succeeding and who is successful – and alternatively, where coaching initiatives are needed for struggling reps.
3 Benefits of Using Sales Dashboards for Coaching
- Sales Dashboards are the future of coaching.
A sales dashboard is a manager’s best friend when it comes to managing day-to-day performance. A user-friendly display reduces the time a manager needs to spend gathering and reviewing activity data, allowing them more time to act on these insights via coaching and training initiatives. When reps have access to more focused coaching and are held accountable by their activity data, performance is likely to increase organization-wide.
“[It] is very user friendly and helps a lot with productivity and efficiency. I can’t work without it any longer, it shaves hours of work off my week.” – Financial Consultant via G2Crowd
- Sales Dashboards are easy to access and understand.
With all the features within the sales dashboard, the myriad of call data collected is filtered and organized, making it simple for management to find and dissect the exact data they are looking for. Whether it is call attempts made, what time of day is most successful for reps to make calls, or which reps have the longest conversations, management can understand any detail of their team’s activity with just the click of a button.
“The heat map was useful… I could plan my day around the times when it was more probable to get someone on the line. It definitely was a time saver because I used to track my calls using a pen and paper. I love that it was tracked for me and could give me real time data.” -Enterprise Insurance User via G2Crowd
- Sales Dashboards are dynamic.
Because no manual data entry is required, and activity is automatically updated in real-time, sales dashboards provide the most relevant information for data-driven management decisions. For reps, access to the dashboard lets them know where they stand against quota and their peers, and fuels healthy competition between teammates. The motivation inspired by sales dashboards often will improve individual and team performance, as well as management initiatives.
Coaching – and therefore performance – can only be improved by the insights to support it.
“I like that I can pull up the dashboard and get a snapshot of my branch’s call volume and results very quickly, it is a very simple screen to read and understand, without a lot of clicking around.” – Branch Manager, Financial Services via G2Crowd
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