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Any company is interested in buying the product it produces and using the service it provides. The profit of the company directly depends on the sales level and is the ultimate marker of the sales department success. The issue of increasing sales level worries everyone and always. So, it is important to analyze all the factors that affect level of sales: quality of contacts, response time to a call, effectiveness of each sales channel, level of competition, changes in buying behavior, repeat sales rate, etc. An effective and detailed analysis of all factors can be carried out with using the Qlik tool – sales dashboard.

Sales Dashboard is a BI tool that allows sales teams to explore key performance indicators and share up-to-date information with colleagues and stakeholders. Such a dashboard can be integrated with CRM, marketing and financial systems. This allows to get real information, analyze it and make more accurate forecasts based on this, make more deals and increase profits.

Sales dashboard examples:

• Executive: allows to easily track team progress in achieving set goals, manage, identify problems, make forecasts based on accurate data, share results with all stakeholders (income, new perspectives, trends, productivity levels, etc.);
• KPI analysis: monitoring of revenue, expenses, debt percentage, etc. by years, segments, regions, sales representatives and product groups;
• Sales and margin management: analysis of sales and profitability data for individual salespeople, that allows to evaluate performance of each representative;
• Performance management: visualization of detailed information about performance level both at the macro level and at the individual level; detailing sales funnel data by region, industry, job responsibilities, and sales representatives;
• Sales monitoring: analysis and comparison of sales data for the previous, current and future periods. Detailing information to develop a strategy to increase percentage of closing rate;
• Analysis of prospects and opportunities;
• Accounts management: view and drill into account data pre-sorteds by industry, region, and time period;
• Sales team performance: analysis of up-to-date information on the effectiveness of the entire team and each individual employee based on key performance indicators

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