{"id":6068,"date":"2021-07-13T12:01:10","date_gmt":"2021-07-13T06:31:10","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=6068"},"modified":"2024-12-13T14:28:28","modified_gmt":"2024-12-13T08:58:28","slug":"6-must-have-sales-management-dashboard","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/","title":{"rendered":"6 Must-Have Sales Management Dashboards"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#1_Overview_Dashboard\" >1. Overview Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#2_Sales_Activity_Dashboard\" >2. Sales Activity Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#3_Performance_Dashboard\" >3. Performance Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#4_Reporting_Activity_Dashboard\" >4. Reporting Activity Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#5_Services_Dashboard\" >5. Services Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#6_Custom_Dashboard\" >6. Custom Dashboard<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/#Hence_the_next_step_is_to\" >Hence, the next step is to<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align:justify;\">\n<p>&#8220;We don&#8217;t make decisions in a vacuum &#8211; instead, we base them on our perception of a cohort.&#8221; This quote by marketing guru Seth Gordin sums up the importance of data in making sound decisions.<\/p>\n<p>The numbers tell us where we are leading and what the chances of growth are. What results can we expect? <\/p>\n<p>But in this pandemic, where the data keeps shifting, how can you visualize sales data and keep performing better?<\/p>\n<p>The answer is a sales dashboard!<\/p>\n<p>Sales dashboard with <a href=\"https:\/\/www.appjetty.com\/blog\/map-clustering-enhancements-for-better-visualization-of-your-dynamics-365-crm-data\/\">Dynamics 365 mapping<\/a> gives you a visual representation of data. You can filter it by different periods while pulling in real-time data. It helps track various metrics such as conversion, sales funnel, revenue, etc. For instance, a sales leader can use KPIs to track performance and goal attainment, make decisions, adjust compensation\/incentives, and identify issues.<\/p>\n<p>But that doesn&#8217;t mean that a sales manager would need the same metrics. Their key goals might be different, and so might be of the on-field team. Hence, the Microsoft Dynamics Maps plugin provides six different dashboards to help exceed sales activities.<\/p>\n<p>They are as follows:<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Overview_Dashboard\"><\/span>1. Overview Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>What&#8217;s the purpose of this dashboard?<\/b> To get a business overview<\/p>\n<p><b>Who is it for?<\/b> Sales executives<\/p>\n<p><b>When to use it?<\/b> Everyday<\/p>\n<p><b>How does it work? <\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/ActivityPlanner.jpg\" alt=\"Overview Dashboard\"><\/p>\n<p>Think of the Overview dashboard as Siri giving you immediate updates about your tasks and plans for the day. You can view and plan your activities via an activity planner and even schedule routes based on the appointments. Sales leaders can view the opportunities for the month. Every salesperson can get an overview of their performance. The top 10 leads they can contact in a month or so.  <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Schedule.jpg\" alt=\"Overview Dashboard-2\"><\/p>\n<p>Sales managers can identify the overall working &#8211; everyone&#8217;s activities, appointments based on scheduled routes, lead opportunities, etc.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Overview-Dashboard-3.png\" alt=\"Overview Dashboard-3\"><\/p>\n<p>Microsoft Dynamics CRM Mapping&#8217;s overview dashboard provides a quick look at the overall metrics, helping sales managers and reps plan their day accordingly. It works like a routine planner, where you view your day&#8217;s tasks and then plan it &#8211; like 1 hour with this client, 2 hours for administrative work, etc. Next, you check your appointments and then sort them on a priority basis.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Sales_Activity_Dashboard\"><\/span>2. Sales Activity Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>What&#8217;s the purpose of this dashboard?<\/b> To evaluate the sales reps activities and ongoing tasks<\/p>\n<p><b>Who is it for?<\/b> Sales leader and sales manager<\/p>\n<p><b>When to use it?<\/b> Daily or weekly<\/p>\n<p><b>How does it work?<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Sales-Activity-Dashboard.png\" alt=\"Sales Activity Dashboard\"><\/p>\n<p>Microsoft Dynamics 365 Map helps sales managers visualize their reps&#8217; activities daily with the help of an activity dashboard. With in-person meetings turning into Zoom and Google Meet, it&#8217;s essential to keep track of everyone&#8217;s activities. As a manager, you can&#8217;t keep calling everyone and asking about their tasks. So, this dashboard helps you identify how your sales team is utilizing resources and how they can use it in a better way. It provides you with raw data about your team&#8217;s activities. For example, total leads, sources, open leads of the month, the status of the leads, etc. You can even check invoices for the month. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Sales-Activity-Dashboard-2.png\" alt=\"Sales Activity Dashboard-2\"><br \/>\n<img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Sales-Activity-Dashboard-3.png\" alt=\"Sales Activity Dashboard-3\"><\/p>\n<p>This dashboard facilitates communication. If your sales rep is on-field or working remotely, it will give you an idea of how they are doing and whether the tasks are completed on time or not. Also, broader information on the number of leads you won in a month.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Performance_Dashboard\"><\/span>3. Performance Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>What&#8217;s the purpose of this dashboard?<\/b> To identify whether the goals are attainable and if the team is working productively or not<\/p>\n<p><b>Who is it for?<\/b> Sales manager<\/p>\n<p><b>When to use it?<\/b> Weekly or biweekly<\/p>\n<p><b>How does it work?<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Performance-Dashboard.png\" alt=\"Performance Dashboard\"><\/p>\n<p>The sales performance dashboard features KPIs such as won\/lost opportunities and new monthly leads. It helps evaluate the outcome of current opportunities and adjust the future ones. For example, if you find that you lost an opportunity due to a cost factor, you may look and revise the cost. Or a marketing strategy is not working in one area. You may look at the causes, how your competitors are working and act accordingly.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Performance-Dashboard-2.png\" alt=\"Performance Dashboard-2\"><\/p>\n<p>This dashboard by Microsoft Dynamics CRM Mapping helps everyone in the sales team identify the bottlenecks and monitor the performance to improve. For instance, you might notice that a sales rep could only convert 2 leads into customers but has generated 10+ leads in a week. This can help you offer the sales rep the tasks they are well acquainted with. It will help you provide everyone with suitable tasks based on their performance and maximize the profits. <\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Reporting_Activity_Dashboard\"><\/span>4. Reporting Activity Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>What&#8217;s the purpose of this dashboard?<\/b> To get the summary of activities and leads<\/p>\n<p><b>Who is it for?<\/b> Sales leader and sales manager <\/p>\n<p><b>When to use it?<\/b> Daily or weekly <\/p>\n<p><b>How does it work?<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Reporting-Activity-Dashboard.png\" alt=\"Reporting Activity Dashboard\"><\/p>\n<p>Think of it as the other side of the sales activity dashboard. As sales activity provides all the information related to sales, such as leads, conversions, and invoices, this dashboard overviews the activities, routes, and internal processes. For instance, a development team will give an overview of the development process. They will explain the features from a development point of view. A marketing team will present it from the users&#8217; perspective. It means both will have a clear idea of their roles and processes. Similarly, the reporting dashboard works as a complement to sales activity, providing a summary of activities, routes, work hours tracking, etc. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Reporting-Activity-Dashboard-2.png\" alt=\"Reporting Activity Dashboard-2\"><\/p>\n<p>It provides real-time information and helps sales managers to stay focused on the current and upcoming activities.<\/p>\n<p><\/p>\n<div class=\"buttons-row\">\n<p><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/dynamics365-reporting-and-analytical-dashboard\">Explore Reporting Dashboard<\/a><\/p>\n<\/div>\n<p><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Services_Dashboard\"><\/span>5. Services Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>What&#8217;s the purpose of this dashboard?<\/b> To manage customers&#8217; expectations and resolve problems<\/p>\n<p><b>Who is it for?<\/b> Customer service managers and executives<\/p>\n<p><b>When to use it?<\/b> Everyday<\/p>\n<p><b>How does it work?<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Services-Dashboard.png\" alt=\"Services Dashboard\"><\/p>\n<p>The service dashboard helps you monitor your business&#8217; service level, customer satisfaction, and overall department performance. It ensures that customers&#8217; issues and complaints are dealt with promptly by measuring KPIs such as ticket volume, cases resolved, average reply and resolution time, etc. Using this, you can identify the problems in the process and resolve them.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Services-Dashboard-2.png\" alt=\"Services Dashboard-2\"><\/p>\n<p>Service dashboard allows you to track all the customers&#8217; requests from one place &#8211; this helps make the ticket organization and prioritization easy. You can even automate the tickets using the portal to minimize the efforts your team needs to put in.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Custom_Dashboard\"><\/span>6. Custom Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>What&#8217;s the purpose of this dashboard?<\/b> To view the records just the way you want<\/p>\n<p><b>Who is it for?<\/b> Every team member<\/p>\n<p><b>How does it work?<\/b><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Custom-Dashboard.png\" alt=\"Custom Dashboard\"><\/p>\n<p>We know that one size doesn&#8217;t fit all. So, the Microsoft Dynamics Maps plugin allows you to create a custom dashboard. You can select the entities and configure the dashboard accordingly. For instance, if you want to view your sales reps&#8217; log-in and log-out time on the dashboard, you can add it. If you want a separate deals dashboard, where you can view all the deals at every stage and compare it with your goals, go ahead, add the entities, select the relevant name, and customize it. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Custom-Dashboard-2.png\" alt=\"Custom Dashboard-2\"><\/p>\n<p>This dashboard gives you the freedom to add and delete entities as per your requirements. It helps you view the information quickly and efficiently.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Hence_the_next_step_is_to\"><\/span>Hence, the next step is to<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Bring in a mapping tool that offers six different dashboards to get a 360 degree perspective on the business operations, performance, and weak points. Dynamics 365 Map helps sales teams make sound decisions with dashboards and other features like heat maps, territory management, route optimization, auto-scheduling, live tracking, etc.<\/p>\n<p>You can share the optimized routes with your on-field, track what they are doing in real-time without calling or texting them, and do a lot more. <\/p>\n<p><\/p>\n<div class=\"buttons-row\">\n<p><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">I Want a Product Tour<\/a><\/p>\n<\/div>\n<p>&nbsp;<br \/>\n<em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;We don&#8217;t make decisions in a vacuum &#8211; instead, we base them on our perception of a cohort.&#8221; This quote by marketing guru Seth Gordin sums up the importance of data in making sound decisions. The numbers tell us where we are leading and what the chances of growth are. What results can we expect?&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/6-must-have-sales-management-dashboard\/\">Continue reading <span class=\"screen-reader-text\">6 Must-Have Sales Management Dashboards<\/span><\/a><\/p>\n","protected":false},"author":26,"featured_media":6069,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[58],"tags":[],"class_list":["post-6068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-crm","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 Must-Have Sales Management Dashboards - 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