Sales & Marketing Dashboard

Sales & marketing analytics refers to approaches and methods of data analysis to monitor, optimize and control sales and marketing activities. For this purpose, large volumes of data are evaluated, for example from CRM and ERP systems, marketing automation tools, web analyses, customer feedback and social media channels.

The results provide important impetus for making better decisions for product development, customer acquisition, customer retention and marketing campaigns. The goal of Sales and Marketing Analytics is to measure, understand and improve the success of sales and marketing activities in order to maximize business success.

Must-haves for Sales Dashboards

A good sales dashboard should provide an intuitive and clear presentation of the most important sales data, enabling the user to quickly identify developments and trends. Important metrics are e.g. revenue, sales, order backlog, customer contacts or sales forecasts. These should be well visualized and flexibly filterable for use in a self-service approach. Automated updating and the option of mobile access mean that current forecasts can be called up at any time. Important decisions can thus be made in a well-founded manner and sales performance can be managed efficiently.

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