Walter Wriston, chairman of Citicorp in the 70s and 80s said: “The person who figures out how to harness the collective genius of his or her organization is going to blow the competition away.” Our point here is simple: It is not so much about working to put data in, as it is about working the data.
What are you learning from your data to drive your business forward?
Leaders have been looking to move their businesses forward using data since the beginning of, well, business. CRM is one facet of this, helping you to manage the 360 degrees of the sales cycle.
In this and upcoming blogs, we’ll review:
- Dynamic dashboards – Out-of-the-box Selltis functionality that is unique in the CRM industry
- Trend versus exception reporting – reports and charts
- Goals – input goals and forecast goals, for any category of data, in dynamic trend or exception reports and charts.
What are dynamic dashboards?
Use dynamic dashboards to look at related data from the perspective of one or more particular values. For example, picture a dashboard with a list of product groups on the left. On the same dashboard, there are three other data points illustrated in charts, such as overall opportunities, forecasts, and opportunities that have been won or lost (shown in the Selltis screenshot below). When the user selects a product group on the left, the charts on the dashboard refresh and reflect data for that product group only.
Viewing data from the perspective of a product group, manufacturer, division, territory or other categories is standard functionality in Selltis, and any optimization of this standard setup is accomplished with just a few clicks.
Consider these categories for analysis in dynamic dashboards:
‘Where We’ve Been’ or Input Trends by:
- Product analysis and profiling
- Analysis by vendor/principal
- Analysis by territory/region
- Analysis by division/product group
- Quote analysis
- Lead qualification
- Billing by customer and location
Or consider:
‘What Lies Ahead’ or Forecasting by:
- Salesperson
- Vendor/principal
- Product/product group/division
- Territory/region
or, a combination of these categories.
If you initiate a campaign asking a group of salespeople to focus on one product, wouldn’t it be exciting to click just once on a dashboard to see where you’ve been with that product and where you’re going?
Give us a call if you have any questions on how to use dynamic dashboards in your business: 985-727-3455