A well-designed sales dashboard addresses one of the most common complaints of sales professionals that say they could accomplish more if there were only more time in a day. Top notch sales people develop and close deals by spending time with people. Every hour they lose to researching, organizing and analyzing sales and customer data is one less hour that your “people experts” have to develop relationships with prospects and customers. A sales dashboard that shows current and accurate sales metrics and KPIs to your sales people at a glance allows them to spend their time acting on data rather than managing it. When the hottest leads, most important changes, and upcoming meetings or calls are always right in front of your sales people you not only make the best use of their time, you begin to use time against your competition. Unless your competitors make a similar real-time dashboard investment they will not be able to recognize and respond to opportunities as quickly as your sales team can. Time will work against them. Sales dashboards are a competitive advantage.
The effectiveness of every web dashboard software application is constrained by the limits of the human that uses it. To exaggerate the point, no organization would spend millions to deploy an ERP system and then present that data in a language its users could not read, or hide the performance metrics in an office far away from the people that need it. But in effect, this is exactly what happens if a user needs to launch a separate dashboard application, or log in to a special dashboard web page or portal to see his or her key performance metrics (KPIs). For the maximum return on a web dashboard investment, your enterprise dashboard must be front and center for the people that need it. Busy people don't go looking for additional information when they're already swamped with their day to day tasks. As a result, your web and mobile dashboard must be accesible on any device, at all times.
Once an enterprise recognizes the importance of removing technical barriers that
prevent its sales team from taking action, the importance of placing the sales
dashboard on any and all devices becomes clear. Human nature dictates that anything
that is hard to find, difficult, or confusing, is less likely to be used regularly
or well than something that isn't. Anyone who has ever put off physical
activity or doing their taxes knows that this is true. Why should we expect people
to behave differently when it comes to finding and organizing customer resource
information? Klipfolio knows that the best place for vital sales dashboard information
is on any device your team uses. By keeping key
performance metrics (KPIs) on top with a web and mobile accessible dashboard you put human nature to work for your organization .
Klipfolio Dashboard is already in use throughout the Fortune 500 to cut sales response times and display progress against sales forecasts in real time. Learn more about how your Sales team can take advantage of a Klipfolio Enterprise dashboard.