Excel Dashboard Templates

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Tuesday, June 5, 2007

Executive Dashboard for Sales Representative Metrics

Today's executive dashboard screenshots serve sales representatives and sales executives by providing role-based display of metrics and KPIs critical for monitoring the company's marketing and sales activities. The enterprise dashboards are composed of portlets or widgets that contain content in the categories of financials, marketing activities, sales force automation (SFA) and standard portal functionality (calendar, links, history, etc.)

This first business intelligence dashboard shows the content that a sales representative receives upon loggin in to the application. The view is quite SFA-centric, with the list of accounts, contact information, top customers chart, calendar and contact information right at the top of the fold. The lead stage contact information is shown along with each lead's status information.




This next executive dashboard is for the business user role of sales manager. Note that in addition to the metrics and kpis available to the sales representative, the sales manager also sees sales cycle metrics and marketing campaign status.



Remember to click on the screenshots above to examine these executive dashboards in detail.

Tags: Executive Dashboards, Sales Dashboard, Marketing Dashboard

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