Sales Activities Dashboard

What is a sales activities dashboard?

Every day, the sales team has numerous amount of tasks, from making cold calls, to closing deals and so much more. There’s a lot to be done, and often one of the toughest tasks can be figuring out what to prioritize.

This is where the sales activities dashboard comes in handy. A sales activities dashboard measures the day-to-day activities of the sales team, often including metrics such as the number of calls made, emails sent and more. Its main purpose is to boost productivity in your office and enable sales reps to prioritize their workload.

Just click below to see a real-time sales activities dashboard in action. ⬇️

How sales activities dashboards improve team productivity

Let’s dive deeper into the benefits of using a sales activities dashboard.

A real-time snapshot into day-to-day sales performance

A sales activity dashboard gives real-time insights into your team’s sales performance metrics, allowing you to keep track of your sales team’s performance as it happens. This is essential in any fast-paced sales environment.

Encourages healthy competition within the team

Reps being able to see their performance on the big screen will only spur them on even further. What’s more, if you really want to spice things up then incorporate gamification features such as instant notifications to drive team performance further.

Better prioritize sales activities

With the entire team armed with a crystal-clear view of daily activities, you can maximize your revenue generation by dedicating your resources to the tasks that matter most.

What KPIs to include on a sales activities dashboard?

Keep this one simple. Of course, the goal of every sales team is to increase revenue. However in the case of this dashboard, we are more interested in seeing the activities of the sales team. That is why we have included the following KPIs:

• Number of sales outreach activities

This KPI measures the number of sales outreach activities made by a sales team within a specific time period. Here, we divide by inbound calls, outbound calls and outreach emails.

• Number of meetings booked and held

Similar to the KPI above, this tracks how many meetings your sales reps have booked as well as the number held.

Depending on what area of your pipeline you want to focus on, some other KPI that you might want to measure include Conversion Rate, New Business Deals, and Sales Cycle Length.