Build better sales dashboards in HubSpot. Learn what metrics matter, how to structure team and rep views, and how to go live with powerful dashboards in minutes.
The Complete Guide to HubSpot Reporting
Pipedrive Dashboards: Better Sales Insights Without Spreadsheets
The Complete Guide to Pipedrive Reporting
Sales Performance Management in Salesforce: Everything You Need to Know
Sales Performance Management typically requires advanced dashboards that go beyond the native reporting capabilities of Salesforce. In this blog post, we discuss the limitations of Salesforce’s native reports and walk through the report types you’ll need to effectively lead your B2B sales organization.
Advanced Salesforce Dashboards: How to Create Custom Reports in Minutes
Dear Lucy vs. Power BI: A Clear Comparison for Sales Performance Management
When it comes to optimizing sales performance and leveraging data to drive revenue, businesses often turn to tools like Dear Lucy and Power BI. While both platforms are data-driven, they serve different purposes and are designed for different user needs. Dear Lucy is a Sales Performance Management (SPM) solution built specifically for sales teams, whereas Power BI is a general Business Intelligence (BI) tool. This blog post offers a clear and concise comparison to help you understand which tool is right for your sales team.
Avoid the BI Scoping Trap: Drive Sales Success with SPM
Reverse-Engineer Your Sales Success: The Dashboard That Guides Your Steps Year-Round
Achieving sales success isn’t just about setting ambitious targets—it’s about having a clear, data-driven roadmap to reach those goals. Every sales rep has their unique approach, from different lead sources to varying deal sizes, but regardless of strategy, the key to success lies in knowing exactly what actions will get them there. That’s where Dear Lucy’s smart sales dashboard comes in: it reverse-engineers sales success, giving sales teams a personalized, step-by-step plan that guides their efforts throughout the year.
Unlocking Sales Success with Sales Performance Management (SPM) Software
Achieving top-notch sales performance goes beyond simply setting targets and tracking revenue. It’s about managing the entire sales process in a structured, scalable, and efficient way. This is where Sales Performance Management (SPM) software comes in, providing a streamlined, data-driven approach to optimizing your sales efforts.