A Sales Force Automation System dashboard aims to put across useful data on a single screen shot for use by the management to decipher history, guesstimate trends and make useful forecasts. A real time SFA dashboard gives a clear quick picture of the status of orders and the efficiency of the sales force itself. Corrective actions can be planned when needed based on the dashboard analysis proving to be a savior in most of the cases by enabling corrective actions.
2. The Tasks of a SFA Dashboard
To display useful data on a single screen shot
Allow to decipher and make useful forecasts
based on
History
Guesstimates
Trends
Give a clear quick picture of the on goings
Allow to track sales force efficiency
Help to plan corrective actions
3. Sales Force Automation Systems have varied
data sources which are used to tap the data to be
deciphered
Websites
Online Inquiries
Trend Meters
Market Watches
The Intelligent use of Data Sources
Sales
4. Business Intelligence tools provide meaningful
information for Dashboard displays of Sales Force
Automation Systems
To Project & Forecast Business
Generate Leads
Integrate with
o Customer Relation Management
o Social Media
o Cloud
Business Intelligence Tools
6. A SFA Dashboard needs to be designed, planned
and shaped very logically with the help of various
people
Upper Level Management
Field Force Staff
Marketing Personnel
UI/UX Designers
A Good Dashboard Design Team
7. Present Visual Data
Sales
Orders
Trends
Measure Performances
Sales Person wise
Area wise
Region wise
Act as a Powerful Reporting Tool
Pictorial Reports
Visual Comparisons
Insight into the system in a nutshell
Drill Downs
SFA Dashboards Pursuits
8. SFA Dashboards Pursuits
An all in one tool for
Trend Analysis
Decision Making
Strategizing
Corrective Actions
9. Do not overwhelm the audience
Plan & Prioritize the Dashboard
Proper Use of Graphics
Prudent Chart Design
Top Tips to Create A Useful SFA
Dashboard
10. The Success of a SFA Dashboard
Simplicity
Clarity
Efficiency
Communication to the user
