Question
A sales team can fix a broken sales process using a sales dashboard by first identifying the issues in the current process. This could be done by analyzing the sales data and metrics available on the dashboard. Once the issues are identified, the team can then make necessary adjustments to their sales strategies and tactics. The dashboard can also be used to track the progress and effectiveness of these changes over time.
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First, the user will go to the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display and the input fields. The pipeline display indicates what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
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