A sales dashboard provides a visual representation of sales data that can help in making informed decisions. It allows you to track performance metrics, identify trends, and monitor sales targets. It can also help in prioritizing leads based on their status and stage, as well as in managing the sales pipeline effectively.
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Need to fix a broken sales team? Manage lead funnels and visualize sales pipelines with a kanban board visualization and sales dashboard to track top...
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Now that you've established all your customizations, it's time to input your leads. Go to the sales funnel, where all lead and prospective customer information can be added. Make sure to include all relevant data, including the status of the lead, the stage of the lead, and their priority level as these inputs will be critical to the pipeline and dashboard.