40多个免费销售仪表板示例和模板

为各个目的探索销售仪表板

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More Dashboard Examples and Templates

Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Here are just a few examples of the departments and industries that use our pre-built templates on a daily basis to improve performance.

什么是销售仪表板？

销售报告仪表板中应该包括什么？

您的销售仪表板将包括哪些指标取决于您的行业，销售类型，公司规模和其他因素。同样，根据当前的动机，公司产品以及个人和部门的销售目标，可能需要每周更改一些KPI。总而言之，您的销售仪表板将是您公司和客户需求的独特之处。

To identify what information should be included in your dashboard, try answering the following questions:

• Which metrics and data points show up the most in your reports?
• Are there any metrics in sales team meetings or one-on-one salesperson reviews that are regularly reviewed or seen as more important than others?
• What are your key performance indicators (KPIs)?
• 您有多个销售团队吗？

无论您对这些问题的答案如何，请记住，仪表板在确保您也知道细节的同时给您概述时最有效。

Some of the most important big-picture metrics include:

• Individual salesperson performance
• 管道性能
• 预测
• Your competitors
• 产品性能

考虑到这一点，完美的销售仪表板应包括以下12个销售KPI的组合，使您可以深入研究销售业绩：

• 通过来源引导– gain insight into where your customers are coming from and how to classify leads.
• 开放活动（呼叫，演示，访问）– Necessary to stay proactive in your sales efforts, but you shouldn’t have too many.
• Open cases– Opened when a customer initiates contact. Time-sensitive.
• 开放机会– Use this metric to track your leads and delegate when you have too many.
• 过去的机会– Your goal is to keep this to a minimum.
• Closed opportunities- 看看您的销售产生了多少收入。
• 销售周期- 销售人员或您的团队赢得交易的平均持续时间。
• Pipeline- 看看每个开放机会在哪个阶段，以及他们与最终确定的距离。
• 按关闭日期销售– It helps forecast, find trends, and gauge how long customers take to convert.
• New business and upsell ratio- 帮助您保持平衡新业务与售货员的步伐。
• 双赢率- 您赢得的机会的百分比或报价的百分比。
• 产品gaps– See how your offerings are actually performing in sales versus how they were predicted to sell.