sales reporting

Create a sales rep dashboard

Creating a Sales Rep Dashboard

MIKE LAWSON | Nov 28, 2018

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.

Sales Velocity Equation

7 Thoughts About Sales Velocity

GREGORY KESHIAN | Feb 28, 2018

Many people say that the Sales Velocity Equation is the single best metric to use to determine the effectiveness of sales efforts.  Let’s explore it.

What is sales velocity?  

It’s not that complicated.  You take (opps created x ASP x win rate) and divide by sales cycle.  It measures how much sales volume you’d expect to produce in a given period of time.