I promised you a Sales Management related dashboard earlier this week, and here it is!
As it’s sales related, in producing this I’ve strived to introduce a new level of clarity and adopted what should be a best practice going forward of dedicating the most screen real estate to the metrics that matter most to the intended viewer. In the case of the sales manager, it’s all about the dollars, so figures like the value of sales for the chosen period and the no. of units sold are given prime position.
On loading, this dashboard runs any combination from a total of 18 XSQL queries and repopulates the gadgets with the results for the chosen date and period in under 5 seconds.
It also attempts to give an insight into how sales and marketing may be peforming as a whole with an insight into the trend for sales enquiries for the last 30 days. Armed with this as a sales manager, I can get a feel for whether or not any current marketing campaigns are working (i.e are we seeing a spike in enquiries taken as a result of marketing spend this week/month? ) and address the situation as the need arises.