The Importance of Dashboards

in a

Sales Force Automation System

The Tasks of a SFA Dashboard

To display useful data on a single screen shot

Allow to decipher and make useful forecasts

based on

History

Guesstimates

Trends

Give a clear quick picture of the on goings

Allow to track sales force efficiency

Help to plan corrective actions

Sales Force Automation Systems have varied

data sources which are used to tap the data to be

deciphered

Websites

Online Inquiries

Trend Meters

Market Watches

The Intelligent use of Data Sources

Sales

Business Intelligence tools provide meaningful

information for Dashboard displays of Sales Force

Automation Systems

To Project & Forecast Business

Generate Leads

Integrate with

o Customer Relation Management

o Social Media

o Cloud

Business Intelligence Tools

SFA Dashboards

A SFA Dashboard needs to be designed, planned

and shaped very logically with the help of various

people

Upper Level Management

Field Force Staff

Marketing Personnel

UI/UX Designers

A Good Dashboard Design Team

Present Visual Data Sales Orders Trends

Measure Performances Sales Person wise Area wise Region wise

Act as a Powerful Reporting Tool Pictorial Reports Visual Comparisons Insight into the system in a nutshell Drill Downs

SFA Dashboards Pursuits

SFA Dashboards Pursuits

An all in one tool for

Trend Analysis

Decision Making

Strategizing

Corrective Actions

Do not overwhelm the audience

Plan & Prioritize the Dashboard

Proper Use of Graphics

Prudent Chart Design

Top Tips to Create A Useful SFA

Dashboard

The Success of a SFA Dashboard

Simplicity

Clarity

Efficiency

Communication to the user

Suggested Readings

Business Intelligence Tools

Sales Force Automation System

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SPEC INDIA's Flagship

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