When setting goals for your sales dashboard, consider specific objectives such as

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SalesAI Dashboard
Recommendations for designing and implementing sales monitoring dashboards
Effective sales dashboards are visually clear and concise , include key metrics, are based on quality data , and allow for intuitive navigation and feedback mechanisms. Below are key guidelines for creating sales dashboards that deliver value without requiring a steep learning curve or frequent maintenance.

Set clear goals
Start with a clear understanding of what the dashboard is intended to do. This clarity will guide its design and ensure that it effectively serves its purpose.


Increased call quality transparency to identify bottlenecks.
Tracking issues in order to fix them and increase sales.
Reduce customer acquisition costs through efficient lead processing.
Choosing the right metrics
Carefully select metrics that align with your sales iran mobile database goals. Focus on KPIs that provide meaningful insight into sales performance and opportunities.

Select metrics that directly impact your sales strategy, such as:

Lead Conversion Rate : Measures the effectiveness of your sales funnel.
Checklist Compliance Ratio : Shows the quality of work of each manager in each call.
A summary table of each call processing - shows what mistakes were made when processing each lead by each manager in order to conduct training.
The listening/talking ratio allows you to develop the emotional intelligence of each sales manager.
Average Deal Size : Helps you understand how much value each sale brings to your business.
Customer Churn Rate : Shows how effective your customer retention is, this is especially useful if your sales company has a customer service department.