We are happy to announce our new solution for sales reporting! Our ready-made sales dashboards are quick and easy to set-up, and they provide an instant view to key sales metrics and an always up-to-date sales forecast. And they are accessible on all devices for all relevant teams.

COMMON WISHES FOR SALES REPORTING

We have met with hundreds of companies across the Nordics, and explored their sales reporting needs. Our biggest focus has been on understanding the needs of CEOs and Sales Directors, and their day-to-day practices on tracking sales performance and keeping their teams and the rest of the organization up-to-date on the company progress.

Time and time again, we have run into discussions on the following topics:

  • A constant overview to KPIs. “Traffic lights to the wall!” is a common wish among many CEOs. Key sales metrics are available in a CRM-system or can be generated with BI-tools but few leaders have an easy access to real-time sales data.
  • One company truth. When sales reports are collated manually in various teams and units, top management often ends up comparing “apples and oranges” as reports have slight variations or differing criteria for data.
  • Up-to-date sales forecast. Sales forecasts are often based on personal opinions and putting together a forecast for a particular meeting often requires lot of work and discussions. Forecasts are often vague, get out-dated quickly and keeping track of results compared to goals and the forecast is far from simple.
  • Sharing key sales data with those not using CRM. CRM systems are typically used by the sales team, and providing the rest of the organization with a quick look on the way things stand often requires manual work. Management group, the board of directors, marketing, projects and production are among the teams requiring regular updates on sales status. Some CEOs even want to share key sales data with the entire staff.

All of these combined have resulted in many companies using time and resources to create manual reports for various needs and user groups, and struggle to keep those reports up-to-date. 

We decided we could do a lot to help out on this matter. Our development team put on their thinking caps and came up with ready-made dashboards of the most popular sales performance metrics.

REPORTING TEMPLATES FOR DIFFERENT TEAMS

To start off with, we took a look at the most popular sales metrics our customers have wanted to track and chose those we believe to be most relevant for many. As a second step, we organized the metrics and built four dashboards templates based on those key performance indicators.

We bundled the most popular KPIs for three different user groups in the organization that typically require different types of data: 1) Management group, 2) Sales Director and the team and 3) wider stakeholder groups within the company.

The Management group dashboard includes the top-level metrics to measure key sales KPIs and overall sales performance such as won cases this month compared to goals, overview of the sales funnel, the sales forecast and offers expected to close next. The same dashboard works most likely just as well for board of directors.

 

For the sales team, we developed two dashboards each with its own focus to suit companies with different types of leadership culture. One is focused on sales pipeline metrics such as current win rate, weighted pipeline value, list of latest opportunities and list of opportunities expected to close. The other dashboard focuses on the performance of individual team members and looks at key sales metrics on a personal level (e.g. won cases per person, offer base per person and events this month).

 

For the wider stakeholder groups we chose the key sales metrics that provide an overview of how the company is doing – without going into detail. The wider team is most often kept up to date by showcasing the sales dashboards on large info-screens at the office or by giving everyone access to the dashboard directly on their chosen device be it mobile, tablet or a laptop.

Our new sales dashboards can be integrated with the most popular CRM-systems:

  • Salesforce
  • HubSpot
  • Pipedrive
  • Oracle Engagement Cloud
  • Lime CRM
  • Visma Severa
  • Planmill

 

The dashboards also work with Microsoft Dynamics 365, Excel Online, Google Sheets or csv-files or we can even use sales data that sits in various data bases such as Microsoft Azure SQL, Microsoft SQL Server, My SQL or PostgreSQL.

IN TIME FOR YOUR NEXT MEETING

The set-up of our sales reporting solution is quick and easy. Once the dashboards are up and running, you can customize them to your needs: rearrange the KPIs on the dashboards, change the size and location of the metrics and create additional dashboards. Furthermore, you can liven up the dashboards by changing the color-theme and by adding background images or videos.

Dear Lucy dashboards are cloud-based, and they work on any device be it mobile, tablet, laptop or large info-screens on the wall.

You can share the dashboards by inviting team members to use Dear Lucy, or by sharing the dashboards on info-displays or tv-screens at the office. You can provide a real-time access to those attending weekly sales meetings, management group meetings or board meetings and use Dear Lucy dashboards during meetings.

Depending on where your sales data sits, you can get the new reports up and running in time for your next meeting. Learn more about our new sales reporting solution and start your free-trial today.