Sales Rep Scorecards
Spreadsheets are alive and well in B2B sales. There are lots of reasons to love them. But there are plenty of reasons to hate them too. In this post, I'll explore why spreadsheets are still so important and why you'll be so much happier and successful when you automate them.
Dashboards are table-stakes for sales managers. Sales managers need to know if they’re on track to hit their goals, and if not, which areas need the most attention.
One of the big issues with setting up a sales dashboard is that there are so many potential metrics out there, how do you possibly narrow it down to one screen?
My advice anytime I am setting up a dashboard for a client is to start by keeping it simple. Make sure that if you add a table or chart that it’s relevant toward the business goals you want to drive your sales team to.
Tracking sales data is essential to keeping your team working at maximum efficiency. Looking at all the sales and marketing data you have, over long periods of time can give a company valuable insight into trends and pitfalls. But what if you want to look at data on a team-by-team or a rep-by-rep basis? A sales scorecard can condense information into an easily read format. This helps management identify individual issues that may affect a team's long-term performance.