Sales dashboard
What was the question?
The commercial director of IMK Opleidingen had few to little overview over the success of the sales activities. Many quotations are sent out, but little was known about how effective the sales activities actually are. It only became clear when conversions actually took place. DATA KINGDOM was asked to make a proposal for a dashboard that would provide more insight into the sales organization.
Fictitious data is displayed in the demo dashboard.
Where are we looking at?
Data from:
- STB Training
Such as:
- Quotations per representative
- Total conversionpercentage
- Average offered amount
- Amount of repeated orders from existing clients
- Quotations for new versus existing clients
- Chance of success per representative
What is the added value of a dashboard?
Thanks to the dashboard, IMK Training has insight into the success of the sales activities. Based on substantiated data, it is now possible for IMK Training to see what the expected turnover will be. Representatives can also be coached better in their sales activities and with just one mouseclick, it can be shown which trainings are more interesting that they are chosen more often. IMK Training now makes strongly substantiated choices based on data and facts. For a complete view of the sales demo dashboard, you can view it further in this link.
How do we work?
To ensure that your finance dashboard perfectly aligns with your organization’s needs, we follow a meticulous process:
Data strategy session: In this session, we primarily gather information. What is the company’s strategy? Is there a data strategy in place? What are the key KPIs and their definitions? What sources are available? Together, we discuss the design preferences for the dashboard.
Inspiration Session: Using the input from the Data Strategy Session, we develop an inspiration dashboard with dummy data. In this session, we present the dashboard and refine the requirements and definitions established during the Data Strategy Session.
Implementation: After that, we unlock sources (source systems, databases, Excel, APIs), model, visualize, set up governance, and provide training. Most importantly, we ensure that data-driven work is embraced within the organization. Below, you can see how we work in detail for each phase.
