The Dashboard Spy

July 17, 2006

Sales and Marketing Enterprise Dashboard – tracking pipeline KPIs

Filed under: Dashboard Screenshots — dashboardspy @ 9:30 am

Here is a sales enterprise dashboard packed with plenty of sales and marketing KPIs to study. The info on the underlying product is located at http://www.azerity.com/products_azerity_dashboard.htm. The focus of this example is on the world of sales. There are lots of sales, marketing and sales pipeline metrics presented. Different dashboard views can be selected via a dropdown control.

The first screenshot shows an overall sales dashboard view. Graphs are presented in portlets with dropdown filtering underneath each one. A simple graphic is shown for each KPI with the underlying data accessible via a link. The top row features Top Customers, Sales Revenue and Top Markets Sales Trend. The second row looks at pricing pressures and win/loss ratios. The bottom of the page features the sales pipeline.

Sales metrics dashboard

Here is the Sales Pipeline Projection KPI dashboard. The KPIs are presented by close date, by organization and by market segment.

Sales Pipeline Project Enterprise Dashboard

This is chart detailing the trend in the margin percentage that the company is making. A good way to focus sales attention in the areas that really pay off.

Margin Metrics Dashboard

Finally, you know I like to see how the dashboard views can be configured  by the users. Here is how the charts can be customized.

Customizing enterprise dashboards

Homework: Trying to understand what is behind sales pipeline management? You must take a look at Sales Forecasting Management: Understanding the Techniques, Systems and Management of the Sales Forecasting Process.

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy’s favorite books on business dashboards.

If you are on an enterprise dashboard project, do yourself a favor and take a look at Enterprise Dashboards: Design and Best Practices for IT, the only book on actually implementing enterprise dashboards.

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