Sales KPI Dashboard Services in USA

Track Your Leads Performance With Our World Class Sales KPI Dashboard In Just 2 Weeks

What Is A Sales KPI Dashboard?

A Sales KPI Dashboard shows your most important sales data in one place. It helps you keep track of your sales team's performance and make informed decisions. Monthly sales, sales growth, customer relations, and other KPIs are commonly seen on these dashboards. You can quickly assess how well their teams are performing, which strategies are working, and where’s the need for improvement.
A Sales KPI Dashboard doesn’t just keep your data in an organized way, it also makes it easier to understand. This helps you make smart, informed decisions that lead to effective sales strategies. A Sales KPI Dashboard is what you need if you’re looking to increase your sales revenue, improve your team performance, or just keep a closer eye on your business.

Sales KPI Dashboard

Do You Need A Sales KPI Dashboard?

You need an automated Sales KPI Dashboard if:

Your data is scattered across different platforms

Your teams are spending too much time gathering client interactions from emails, texts, calls, or chats. That valuable time can be spent on closing deals. We help you streamline all your important data into this one cohesive dashboard.

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You struggle to access and analyze information

Without a clear view of your data, you’re always struggling to gather important business information. Dashboards make it simple to interpret your data. You can get a clear view of all your sales insights at one glance. Our team of experts customizes these dashboards so you can access your data easily.

You’re not tracking historical sales data

Making informed decisions without knowing historical data is hard. With a sales dashboard, you get a comprehensive view of your previous sales data. We make sure your dashboard includes all necessary historical sales data necessary to make informed decisions.

You’re constantly failing to meet goals

Missing sales targets is a common issue that most businesses face. A Sales KPI Dashboard highlights the problem areas and gives you the insights you need to get back on track. Our tailored dashboards help you identify and address these issues without any fuss.

You lack the visibility to spot small issues before they escalate

Small issues can escalate to bigger problems if they are not addressed right away. Sales KPI Dashboards offer the visibility you need to resolve issues like these early on. Our mission is to get your dashboards optimized for early issue detection.

You don’t know how to compensate your team for their performance

If you’re unsure how to compensate your sales team, a KPI dashboard can help. It clearly shows individual and team performance so you can set up fair bonuses and incentives. Our Sales KPI Dashboard services accurately reflect performance metrics for fair compensation.

Key Sales Metrics To Monitor

Stay on top of your sales game by including these KPIs in your Sales KPI dashboard. We incorporate these metrics in your dashboard – So you can see what’s working and what needs a bit of tweaking.

Here are some key sales metrics that typically every Sales KPI Dashboard has.

Monthly Sales Growth

Sales Opportunities

Average Purchase Value

Product Performance

Average Sales Cycle Length

Customer Lifetime Value

Number of Monthly Onboarding and Demo Calls

Average Profit Margin

Sales Target

Monthly Calls per Rep

Sales by Contact Method

Lead to Sale %

Average Conversion Time

Customer Acquisition Cost

Monthly Sales Bookings

Quote to Close Ratio

Every day, businesses struggle to stay on top of their sales data and performance...

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We're here to help you get the insights you need with our Sales KPI Dashboard so you can hit your targets and drive growth.

Here's How We Can Help You

STEP 1
Initial Consultation

Our consultant will get on a call with you to understand your needs and pain points and analyze your current system. This helps us get to know each other and understand your specific requirements.

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STEP 2
Needs Analysis and Planning

Our team develops a strategic plan for the Sales KPI Dashboard and provides you with a tailored fee proposal. This proposal outlines the scope, timeline, and cost of the project.

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STEP 3
Workflow Design

Based on our analysis of your current system, our experts will build a workflow design for you that visualizes how the new system will look like after the implementation.

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STEP 4
Implementation and Development

Our experts will then implement the customized solution. Systemapic guarantees precise integration with your existing systems.

STEP 5
Testing and Quality Assurance

After the implementation and development phase, our experts move to testing and quality assurance. Our solutions go through meticulous testing that identifies and fixes any issues that might surface.

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STEP 6
Training and Support

We offer comprehensive training to make sure your team is well-versed in the new change. Whenever you need help or want to make improvements, our support team is ready to jump in to assist you.

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STEP 7
Monitoring and Optimization

After implementation, we monitor your system’s performance and make necessary adjustments. Such optimization ensures that your Sales KPI Dashboard remains effective and up-to-date.

Tools We Use
Sales KPI Dashboard

Tools We Use

We’ve partnered up with over 500 startups and large enterprises across various industries in USA. It’s safe to say – we’ve seen it all, from every challenge that can hold you back, to every bottleneck that has you wrecking your brain. Our mission is to help you overcome all your operational issues to get the results, you know you deserve. 

We’re a system consulting agency that’s been in the market for over 8 years. Our team of experts specializes in workflow automation, AI & automation, Mobile & Web app development, and Business Intelligence. We’ve successfully implemented CRMs, Project Management systems, and ERPs, and transformed businesses digitally.

We walk you through every step of the process. We believe in a hands-on, collaborative approach, so our team works closely with you to understand your business, your goals, and the challenges you face. With Systemapic, you’re not just getting a system consultant – you’re getting a partner who’s dedicated to helping you succeed. 

Client Success Stories

I didn’t have a well-integrated system but Systemapic had a clear and actionable plan for me. My business operations are so much smoother with Go High Level integrated with my website, calendar, and Slack. Couldn’t have asked for a better partner.

Atif M. Founder, Mega Vision Certifications

It was a real pleasure to work with Systemapic. We wanted to optimize Zendesk Reach and Sell for CRM. They were able to understand our requirements and provide us with a very clear plan to achieve our goals when it came to Zendesk optimization. Highly recommend it!

Rebecca H. School Dean, My School Connect

A fantastic experience! My photography agency NEEDED a good workflow management system and their consultants were quick to understand. They suggested Airtable, which was perfectly within my budget. Thanks to Systemapic, My business has a 40% reduction in project delivery times and a 50% decrease in missed client communications. Highly recommend their services!

Frank M. Owner, Envisia

We wanted to migrate our data from Zoho and Xero into Dynamics 365 and integrate Business Central with Field Service. Systemapic’s strategy ensured minimal disruption to our operations. Thanks to their experts, we have achieved a 35% improvement in operational workflows and maintained 99.9% data accuracy post-migration. Good Job Systemapic.

Lee A. Managing Director, GreenLight UK

Systemapic’s expertise transformed our project management processes. Our operations are doing so much better after they integrated Monday.com, Hubstaff, and Google Sheets with Make.com. We now have real-time tracking of our projects and onsite technicians.

Gavin C Founder, Perth Deck Maintenance

Reaching out to Systemapic proved to be the best decision for our Podcast business. We wanted to integrate Monday.com with our essential tools like Kajabi, TimeDoctor, and QuickBooks. Their consultants were helpful throughout the project. They were thorough with their testing and left no room for complaints. A job well done!

Mahdis Principal, Podcastcola

I run an E-Commerce business in Kuwait and wanted a sales and marketing blueprint process that covered all my processes – from initial lead source to deal won, and then the post-sales process which included service and dispatch. I asked Systemapic if it would be best to have a solution that had high visibility. Systemapic effectively understood my needs and designed Kanban board workflow via Miro boards.

Noura A. CEO, Vend.

Running a marketing firm in the USA, I needed help with a faulty Google Sheet workflow and a GHL workflow that was very disorganized. I found Systemapic and they transformed all my workflows way better than my expectations. The team is mega good with what they do. 10/10 would recommend and work with them again!

Samuel R. Founder, JS Marketing Firm.
FAQ's
How can a Sales KPI Tracking Dashboard benefit my sales team?

A Sales KPI Tracking Dashboard shows a clear view of your sales team’s performance. They can identify their strengths and limitations, making it easier to focus on areas that need to improve. When you have all your critical data in one place, your team can stay on track with their goals, make informed decisions, and increase their overall productivity.

 

What are the key features to look for in a Sales KPI Tracking Dashboard?

When Selecting a Sales KPI Dashboard always look for:

  • The ability to tailor the dashboard to your specific KPIs and business needs.
  • Integration with your existing CRM and other systems.
  • Automated and customizable reporting features.
  • Cloud-based access from any device.
  • Instant updates to reflect the most current sales information.

Which sales KPIs are typically included in these dashboards?

Sales KPI Dashboards typically include these KPIs but they can vary according to specific business needs.

  • Sales Opportunities
  • Monthly Sales Growth
  • Average Purchase Value
  • Product Performance
  • Average Sales Cycle Length
  • Customer Lifetime Value
How do Sales KPI Tracking Dashboards integrate with CRM systems?

Integrating your Sales KPI Tracking Dashboards with your CRM System lets you have real-time data synchronization. Our team helps you configure these integrations to make sure your sales data is up-to-date and easily accessible within the dashboard.

Can the dashboards be customized to fit specific business needs?

Yes, Of course! Our customization services ensure your dashboard has all the KPIs relevant to your business needs.

How often is the data in Sales KPI Tracking Dashboards updated?

Depending on your system setup, your data is automatically updated in real-time or at regular intervals. This ensures you always have the latest information at all times.

What tools and platforms are commonly used to create Sales KPI Tracking Dashboards?

Common tools we use to create Sales KPI Tracking Dashboards include:

  • Zoho Analytics
  • Google Data Studio
  • Power BI
  • Tableau
  • Geckoboard
  • Domo
How secure is the data displayed on Sales KPI Tracking Dashboards?

Data security is our top priority. We adhere to industry best practices, making sure your data stays protected and confidential from potential cyber-attacks.

Can Sales KPI Tracking Dashboards be accessed on mobile devices?

Yes, They can! They are designed to be accessible on mobile phones, providing flexibility and convenience. Your team can interact and access key sales metrics on the go, keeping everyone connected and informed.

A Sales KPI Dashboard provides comparative insights into your historical sales data and your current one. Doing so gives you patterns that can be used to forecast future sales trends.

What are the costs associated with implementing a Sales KPI Tracking Dashboard?

The cost depends on the level of customization, the platform used, and the complexity of your requirements. We provide a detailed cost estimate based on your specific needs and budgets after the discovery call.

 

How long does it take to set up a Sales KPI Tracking Dashboard?

It takes at least 2 weeks to set up a customized Sales KPI Dashboard. Rest assured, our team of experts works efficiently to ensure a smooth and timely setup process.

How can Sales KPI Tracking Dashboards improve sales team performance?

Clear actionable insights into key performance metrics help improve your sales team’s performance. Such visibility lets you identify strengths and limitations which then helps you make better decisions and strategy adjustments.

What are the common challenges faced when using Sales KPI Tracking Dashboards and how can they be addressed?

Common challenges include data integration issues, complexity in customization, and ensuring data accuracy. These challenges can be addressed by working with experienced professionals who understand the intricacies of KPI dashboards.