topic Re: ISO: BEST SALES Manager Dashboards! in Dashboards & Reporting

ISO: BEST SALES Manager Dashboards!

CBowden — Thu, 23 May 2024 19:35:10 GMT

Our Sales manager manages multiple reps of which my team develops campaigns for. Does anyone have an great Sales Rep progress dashboard they are willing to share?

Re: ISO: BEST SALES Manager Dashboards!

BérangèreL — Fri, 24 May 2024 09:42:25 GMT

Hi @CBowden,

Thank you for reaching out to the Community!

I'd like to share these resources that might be of interest:

- 10 Sales Dashboard Examples That'll Help You Set Up Your Own
- Create sales reports with report collections

Also, these similar threads might help you:

- The solution from @karstenkoehler on this post "Best Practices for Creating a Sales Rep Dashboard"
- The solution from @deepikaverma on this post "Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie"
- The solutions from @danmoyle and @jolle on this post "Looking for examples of solid Sales Rep Dashboard to replicate"

I'd be happy to put you in touch with some of our Top Experts: Hi @johnelmer, @HubSpot_Corey and @GCasali do you have additional tips or insights to share with @CBowden, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a fantastic day and weekend!

Best,
Bérangère

Re: ISO: BEST SALES Manager Dashboards!

HubSpot_Corey — Mon, 27 May 2024 08:33:57 GMT

Hi @CBowden and thanks for the tag @BérangèreL

Designing a Sales Manager Dashboard that truly drives performance and engagement within your team is crucial, and seeking out designs is a great starting point. However, I often find that generalised dashboards tend to be used enthusiastically for only a few weeks before the adaptation rate declines. To prevent this, it's critical to base your metrics on data-driven insights unique to your team and company. Additionally, communicating with your team to ensure you're providing insights that they both need and want is essential as often, we get overwhelmed by all the things we can show, instead of focusing on the things we should show. For this reason, I suggest considering the following questions before getting started:

Define the Goals of the Dashboard:

What are your primary objectives with this dashboard? Whether it's driving sales activities, monitoring sales hygiene, closing more deals, or improving prospecting efforts, clear goals will guide your design.
Consider involving your sales leaders in this step to ensure the goals align with broader business objectives.

Identify Key Metrics:

Based on the goals, determine which metrics are critical and contribute to the outcome of the goal.
This can be done by utilising data from past performance (such as closed-won/lost deals) or brainstorming with your team to identify which metrics have historically impacted the outcome of the set goal.

Set Expectations:

Once your leaders have these metrics, what do you expect them to do with it? What action should be taken when metrics are out. By pre-determining the actions, you can help prevent your reports from becoming pieces of artwork on a wall that serve little purpose.

If you're interested in a more tailored discussion on your dashboard objectives, feel free to message me. I’d be happy to offer specific report suggestions and examples to better meet your needs.

Re: ISO: BEST SALES Manager Dashboards!

danmoyle — Tue, 28 May 2024 12:36:31 GMT

Thanks for the tag @BérangèreL. That's a great list of resources for @CBowden.

I agree with @HubSpot_Corey on this. In short, it depends. What's important to your sles manager? Leading indicators like calls made and meetings set? Demos run? Or lagging indicators like Deals created and revenue forecasted?

Fortunately, HubSpot gives us a ton of templates to pull from (like the Sales Reps report collection or the dashboard for Sales Managers) and then build on. If it were me, I'd start with a basic template and build from there.