如何以5个简单的步骤构建Google Shays销售仪表板

Keeping track of your sales team’s numbers and metrics can be tedious and time-consuming. If you’re a small team with limited resources or just looking for more flexibility in your data management, Google Sheets can be a great place to host your sales data. Spreadsheets are customizable, scalable, and easily accessible.

However, if you want to put your data to use, spreadsheets can be cluttered and hard to read. On the other hand, aGoogle Sheets dashboardwill help make your data easier to read and more actionable for your organization. Creating dashboards from your Google Sheets data is simple with Databox.

How to Build a Sales Dashboard on Google Sheets

Build an effective sales dashboard in 5 easy steps:

1. Determine the goal of your dashboard
2. Determine the metrics you need to include
3. 设置Google表格
4. Sync Google Sheet with Databox
5. 在Databox中构建仪表板beplay体育appios

Step 1: Determine the goal of the dashboard

Before you begin to compile your data, consider what the goal of your dashboard is. Who is the dashboard intended for? What are the metrics and KPIs they care about or need to know? A cluttered dashboard can be confusing and difficult to read, so a solid understanding of your audience will help keep your dashboard focused.

When defining your audience, consider:

• 他们的目标是什么？
• 销售如何影响他们的工作？
• 他们需要高级信息吗？还是更细粒的东西？

Step 2: Determine the metrics you need to include

考虑到观众的目标，请选择要包含的指标。专注于最重要的指标将确保您的仪表板有效且易于阅读。

如果您需要包括许多指标或目标，请创建一个循环仪表板。循环仪表板使您可以将相关的仪表板分组在一起，以便您可以通过数据呈现一个全面的故事 - 无杂乱的屏幕。

Here are some of the mostpopular metrics for tracking sales performance:

• Total sales revenue
• Quarterly sales growth
• Average deal size
• 铅与关闭比率
• 预订会议

步骤3：设置Google表格

一旦你知道你想要的指标跟踪、up your Google Sheet in a way that makes sense for your objectives. Below is an example:

4. Sync Google Sheet with Databox

一旦准备好电子表格，将其连接到Databox就很容易。beplay体育appios首先，去Data Managerin your Databox account. Click the新连接按钮在页面的右上角，然后选择Google表。

Select the spreadsheet with the sales data you are looking to visualize. Once selected, you can begin creating the metrics you want to track on your dashboard.

5.建造销售仪表板

创建自定义指标

Creating the custom metrics you need is easy with theGoogle表格向导工具。首先，请转到数据库帐户的仪表板部分。beplay体育appios从这里单击右上角的“新数据库”，然后选择“使用向导”。

从这里，选择Google表作为您的数据源。然后，您将选择要用于仪表板的特定电子表格。数据将在您的屏幕上填充：

Verify the data is correct, and then click “Continue”.

是时候创建您的第一个指标了！选择您要测量的值。这是您要跟踪的指标的主要数值：

For this example, we’re tracking deal size by industry segment. Once you have selected your primary metric, click “Continue”.

从这里您可以选择通过添加一个Dimension—这可能是类似地区，行业或上面示例中的部分。尺寸将使您能够按照所需的方式对指标进行分类。

Once you’ve selected your dimension, click “Continue”. You will then be prompted to select the appropriate date range:

Click “Continue”. You will be able to name your metric and finish any data selections you may have on the next screen:

Once you’re finished, click “Continue”.

On this last screen, you can select the way you’d like to visualize your data, and add it to a new or existing databoard.

构建仪表板

创建了要跟踪的所有指标后，将它们添加到仪表板中。数据电信beplay体育appios仪表板设计师可以轻松地按照所需的方式可视化指标。选择一个度量标准，然后从各种可视化选项中进行选择，以找到最适合您的数据的方法。仪表板设计师允许您创建整个团队可以理解的有意义的仪表板。

Features likegoalswill help you and your team keep track of your progress towards important targets. Dashboards are easy to share with team members through快照or customreports—now available to build directly in Databox!

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