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.

1. The Importance of Dashboards
in a
Sales Force Automation System

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

5. SFA Dashboards

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

11. Suggested Readings
Business Intelligence Tools
Sales Force Automation System

12. Schedule a Free Demo for
ZooM
SPEC INDIA's Flagship
Sales Force Automation Solution