Just what is a sales dashboard, and why do you need it?As Peter Druker – the father of modern business management – so famously proposed, ‘If you can’t measure it, you can’t improve it’. And, that’s exactly what the Teamgate sales dashboard is designed to do – help you to measure and improve your sales like a pro. The all-in-one Teamgate dashboard solution was created specifically for Sales Leaders, Sales VPs, and Heads of Sales – who need on-demand access to the health of their sales pipeline. Teamgate CRM sales dashboard displays every one of the measurements needed to analyse, understand, and improve the entire sales process. Teamgate gives you the dual option of both ‘Real-Time’ and ‘Historical Data’ dashboards. Real-time dashboards give you an up-to-date view of the peaks and troughs of your current live sales pipeline. This gives you the power to react to any urgent situation which may require tweaking or complete overhaul. Historical data dashboards are precisely what they claim to be, offering you overviews of all past activities over selected time periods. With the historical data dashboard you have to select the metrics you wish to view, and to use the results to both compare and predict future sales trends. You Get Solutions No confusion, no jargon, and no unnecessary information, Teamgate Sales Dashboard gives a clear and graphic representation of the sales pipeline, at any given point in the process. The sales dashboard – as a vital component of your CRM – gathers all the most relevant information gathered by your sales team, and presents the results in an easily digestible manner.
If you can measure it, you can improve it – so let’s find out how.
You need answers, and you need them now!You’re a busy sales leader and your CEO has just demanded a detailed sales report. And what’s more, she needs it now! Gathering all the information needed to make a presentable, accurate, up-to-date, and actionable sales report is no easy task, and takes a lot of time – especially if you don’t have access to a modern CRM like Teamgate. Sales reports need to contain all the latest information, and all that information needs to map and measure a very specific course of action for your sales process. To get this information, you need access to:
- Goals – actual sales versus projected sales over the past twelve months
- Sales teams performance and activities – who’s doing what and when
- Forecasting – what’s happening in your pipeline for the next 90 days
- Win-loss ratios – number of deals needed to win just one
- Win/Loss reasons – where things are going right, and wrong
- A live activity feed – what’s happening now