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Sales Dashboard: Your Prescription for Success

Overview

A pharmaceutical startup based in the US needed a better way to track their sales and track their KPIs such as – regional sales and pipeline progress. Relying on spreadsheets made it difficult for them to make decisions and it was time consuming.
Dashboards Experts India stepped in and created a sales dashboard that focused on their sales and provided information on their KPIs. Gaining a better insight into their sales helped them with better resource allocation and revenue growth.

Industry

Pharmaceuticals

Services

Sales Dashboard

Our Process

After a thorough discussion with our client, we created a sales dashboard that could turn data from their CRM system into charts and graphs. This helped them to know where the improvement areas were and how they could position themselves better, in the form of Sales performance and trend.

1
Pipeline Management

Added the CRM data to track leads and revenue progress across the sales funnel.

2
Regional Tracking

Added a region-specific sale that allowed managers to identify high performing areas and those needing extra attention.

3
Revenue Forecasting

Incorporated predictive analysis to forecast Sales performance and trends, based on the historical sales data.

4
Quota Tracking

Enabled quota tracking to ensure that all sales goals were being met.

The Problem

Tracking sales performance across regions and product categories was a major challenge our client faced. By relying on spreadsheets, they weren’t able to track progress of their pipelines, missed sales opportunities, and couldn’t forecast revenue accurately.

Our Role

  • Sales Forecasting
  • Regional Insights
  • Quota Tracking
  • Revenue Forecasting

Project Challenges

1. Data Cleanliness

Since we had to pull out data from various sources, organizing them in the sales dashboard took longer than we anticipated.

2. Complex Sales Structure

Mapping the client’s multi tired hierarchy, required an advanced level of customization.

Results

The sales dashboard helped the client meet their goals within 5 months. With real-time tracking and faster decision making, they could improve their team dynamics and consistently meet their sales goals.

Increased Sales Efficiency

Smarter tracking and forecasts allowed the team to close deals more easily, raising efficiency by 20%.

Revenue Growth

The company’s quarterly earnings went up by 15% because they changed how they used their finances and handled their work.

Faster Decision Making

Getting access to data in real time allowed managers to make decisions quickly, thereby reducing response time significantly.