The Importance of Dashboards in a Sales Force Automation System

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The Importance of Dashboardsin a Sales Force
Automation System
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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

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The Intelligent use of Data Sources

• 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

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Business Intelligence Tools

• Business Intelligence tools provide meaningful
  information for Dashboard displays of Sales Force
  Automation Systems
• To Project Forecast Business
• Generate Leads
• Integrate with
• Customer Relation Management
• Social Media
• Cloud

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SFA Dashboards
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A Good Dashboard Design Team

• 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

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SFA Dashboards Pursuits

•  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

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SFA Dashboards Pursuits

• An all in one tool for
• Trend Analysis
• Decision Making
• Strategizing
• Corrective Actions

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Top Tips to Create A Useful SFA Dashboard

• Do not overwhelm the audience
• Plan Prioritize the Dashboard
• Proper Use of Graphics
• Prudent Chart Design

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The Success of a SFA Dashboard

• Simplicity
• Clarity
• Efficiency
• Communication to the user

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Suggested Readings

• Business Intelligence Tools
• Sales Force Automation System

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