In essence, a sales dashboard visualizes your sales data. They accurately and objectively report on the daily performance of your sales staff. The data presented by a sales dashboard powered by free on-premise CRM software can repeatedly be filtered by choosing different time frames. Additionally, there are a lot of sales dashboards that can extract real-time data.
Despite the unwavering adaptability of sales dashboards, there isn’t a standard, one-size-fits-all dashboard that all sales organizations can use.
Here is a list of 4 features that many salespeople remember to assist them in reaching their sales goals.
Activity dashboard for sales
In today’s world, no free CRM system on the market today can properly fill your funnel each month. Therefore, you are responsible for ensuring that the following are perfectly balanced.
Deals are concluded
discovery of fresh sales possibilities
Each of these is necessary to reach your sales goal in the upcoming months or quarters. You may monitor your efficient use of time with the use of this dashboard, which is supported by free CRM software, by presenting the precise activities you do each week.
Using the sales activity dashboard, you may monitor a select few activities that you perform more frequently than others. For instance, you can decide to prioritize the tasks to balance out your workload if you have a lot of contract closure meetings but few early meetings with prospects. You can replenish your pipeline in this manner. Otherwise, you run the risk of not reaching your goal for the ensuing few months.
It is a well-known fact that achieving or exceeding your sales objective on a regular monthly basis is a difficult undertaking. You must have a clear focus on the following to stick to your monthly budget:
the number of completed sales
The quantity of active and available sales opportunities.
To ensure that you have enough qualified leads for the upcoming month to put up your best efforts, you need to have projections shown simultaneously with the use of free on-premise CRM software. The following sales figures are made visible through a forecast dashboard.
how many sales were made last month
The total number of sales made this month
The number of open sales opportunities that are currently available to work on
The number of open sales opportunities that are anticipated to close in the upcoming month
The overall cost of new leads for the following month
You can determine if you’ll be able to stick to your monthly budget by understanding the total number of open sales. Consequently, this dashboard is a great indicator to assist you in choosing whether to focus on closing deals or finding new prospects.
Dashboard For The Pipeline In Numbers
Using the pipeline-in-numbers dashboard, you may determine the rate at which your sales pipeline is progressing with free CRM software. Knowing the entire dollar amount of the sales that are currently in your pipeline allows you to determine this. You can tell if this number is significant enough to affect your sales budget for the current month with just a quick peek at the number.
Additionally, the dashboard provides details about:
The quantity of freshly developed sales chances in the current month
The total value of the sales opportunities obtained in this manner
When you monitor these figures regularly, you can confirm that you have collected enough leads to fill your pipeline for the current month and several succeeding months.
Dashboard For Upcoming Sales
It goes without saying that the higher the sales can go, the sooner you’ll hit your goals. Therefore, to differentiate between larger and smaller deals and naturally give the former precedence, you can use a free CRM-backed forthcoming sales dashboard to focus more on large deals.
The dashboard lets you know the worth of each of your pipeline’s top five sales possibilities. The listing is based on the precise dollar amount of the sales. It provides advice on the timing of the final decision-making process for the corresponding customers.
You precisely learn which deals to prioritize in this method. You can immediately go to your priority sale and determine the actual planned follow-up activities from the list of opportunities thought to generate the most sales for you. Additionally, you can check to see if a sales proposal was sent to the priority clients or not.
Budget Of The Buyer
The budget is crucial in determining whether to create a personalized CRM. You must calculate potential long-term costs in addition to the initial outlay. Additionally, it’s crucial to thoroughly examine the advantages you receive compared to the costs.
Make sure you ask the custom CRM for the company to provide what is included in the pricing plan you have selected. Does your initial payment cover all the costs associated with upgrades, training, and ongoing services?
Are there additional fees for integration, customization, and the addition of servers, desktops, and laptops, among other hardware components? Does the software have the capacity to efficiently and affordably consolidate your current infrastructure?
Make sure you receive thorough answers to all of these questions to avoid being forced to use a bespoke on-premise CRM that is somewhat subpar and ineffective for a firm that still requires you to make big investments.