Choosing the right metrics

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Set clear goals
Start with a clear understanding of what the dashboard is intended to do. This clarity will guide its design and ensure that it effectively serves its purpose.

When setting goals for your sales dashboard, consider specific objectives such as:

Increased call quality transparency to identify bottlenecks.
Tracking issues in order to fix them and increase sales.
Reduce customer acquisition costs through efficient lead processing.
Carefully select metrics that align with your sales goals. Focus on KPIs that provide meaningful insight into sales performance and opportunities.

Select metrics that directly impact your sales strategy, such as:

Lead Conversion Rate : Measures the effectiveness of your sales funnel.
Checklist Compliance Ratio : Shows the quality of work of each manager in each call.
A summary table of each call processing shows what mistakes were made when processing each lead by each manager in order to conduct training.
The listening/talking ratio allows you to spain mobile database develop the emotional intelligence of each sales manager.
Average Deal Size : Helps you understand how much value each sale brings to your business.
Customer Churn Rate : Shows how effective your customer retention is, this is especially useful if your sales company has a customer service department.