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How to Create a Sales Dashboard Using ConceptDraw PRO

HelpDesk

How to Create a Sales Dashboard Using ConceptDraw PRO

Visual dashboard is a valuable tool for any sales team. Sales dashboard allows you to view and monitor sales indicators that are important for manager and sales staff . It helps to use the timely and reliable information to improve the quality of sales performance and increase sales revenues. ConceptDraw Sales Dashboard solution is a tool for both: sales manager and sales team. It provides the visualization of key performance indicators that are critical to the entire sales organization. The custom sales dashboard displays the real-time information on sales performance KPIs with the help of intuitive and easy-to-understand diagrams and charts. Read more

status dashboard, status indicators Status Dashboard

Status dashboard solution extends ConceptDraw PRO software with templates, samples and vector stencils libraries with graphic indicators for drawing the visual dashboards showing status data. Read more
status dashboard, status indicators

KPI Dashboard

ConceptDraw PRO diagramming and vector drawing software supplied with Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park provides the full set of useful tools which make it the best for producing the live KPI Dashboard of any complexity. Read more
HelpDesk

How to Connect Tabular Data (CSV) to a Graphic Indicator on Your Live Dashboard

The Time Series Dashboard Solution can be used to create the interactive Time Series Charts as Column Charts, Line Charts, or Bar Charts for your interactive dashboard. Read more
This financila dashboard example was drawn on the base of the Enterprise dashboard from the Mecklenburg County Government website.
[charmeck.org/mecklenburg/county/CountyManagersOffice/OMB/dashboards/Pages/Enterprise.aspx]
"In management information systems, a dashboard is "an easy to read, often single page, real-time user interface, showing a graphical presentation of the current status (snapshot) and historical trends of an organization’s key performance indicators to enable instantaneous and informed decisions to be made at a glance."
For example, a manufacturing dashboard may show key performance indicators related to productivity such as number of parts manufactured, or number of failed quality inspections per hour. Similarly, a human resources dashboard may show KPIs related to staff recruitment, retention and composition, for example number of open positions, or average days or cost per recruitment.
Types of dashboards.
Dashboard of Sustainability screen shot illustrating example dashboard layout.
Digital dashboards may be laid out to track the flows inherent in the business processes that they monitor. Graphically, users may see the high-level processes and then drill down into low level data. This level of detail is often buried deep within the corporate enterprise and otherwise unavailable to the senior executives.
Three main types of digital dashboard dominate the market today: stand alone software applications, web-browser based applications, and desktop applications also known as desktop widgets. The last are driven by a widget engine.
Specialized dashboards may track all corporate functions. Examples include human resources, recruiting, sales, operations, security, information technology, project management, customer relationship management and many more departmental dashboards.
Digital dashboard projects involve business units as the driver and the information technology department as the enabler. The success of digital dashboard projects often depends on the metrics that were chosen for monitoring. Key performance indicators, balanced scorecards, and sales performance figures are some of the content appropriate on business dashboards." [Dashboard (management information systems). Wikipedia]
The example "Enterprise dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Composition Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Financial dashboard
Financial dashboard, two columns indicator, pie chart,
The vector stencils library "Sales dashboard" contains 27 charts and indicators: bar charts, line graphs, gauges, sliders, pie charts, divided bar diagrams, bubble indicators, bullet indicators.
The design elements library "Sales dashboard" for the ConceptDraw PRO diagramming and vector drawing software is included in the Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park. Read more
Sales dashboard charts and indicators
Sales dashboard charts and indicators, two bubbles indicator, speedometer, gauge, slider, pie chart, line chart, divided bar, column chart, bar chart,

meter dashboard, quantitative indicators Meter Dashboard

Meter dashboard solution extends ConceptDraw PRO software with templates, samples and vector stencils library with meter indicators for drawing visual dashboards showing quantitative data. Read more
meter dashboard, quantitative indicators
This multipage business dashboard example shows navigation vertical menu and graphic indicators of logistic key performance indicators (KPIs) and business metrics.
"A performance indicator or key performance indicator (KPI) is a type of performance measurement. KPIs evaluate the success of an organization or of a particular activity in which it engages. Often success is simply the repeated, periodic achievement of some levels of operational goal..., and sometimes success is defined in terms of making progress toward strategic goals. Accordingly, choosing the right KPIs relies upon a good understanding of what is important to the organization." [Performance indicator. Wikipedia]
The performance dashboard example "Logistics KPI Dashboard" was designed using ConceptDraw PRO software extended with Logistic Dashboard solution from Business Processes area of ConceptDraw Solution Park. Read more
Mobile Division
Mobile Division, vertical menu, stopwatch, logistic indicators, multi digital values kpi, gauge indicator, kpi gauge, delivery date, cost, cargo clearance, calendar, arc indicator, arc kpi,
Computer Division
Computer Division, vertical menu, stopwatch, logistic indicators, multi digital values kpi, gauge indicator, kpi gauge, delivery date, cost, cargo clearance, calendar, arc indicator, arc kpi,
Network Division
Network Division, vertical menu, stopwatch, logistic indicators, multi digital values kpi, gauge indicator, kpi gauge, delivery date, cost, cargo clearance, calendar, arc indicator, arc kpi,

The Facts and KPIs

Visualizing sales data help you see the facts and KPIs about your sales process to make conclusions and see how your business can improve. Read more
The vector stencils library "Composition charts" contains 6 templates: 2 pie charts, 2 divided bar charts and 2 double divided bar charts.
The vector stencils library "Composition indicators" contains 6 templates of visual indicators.
Use these design elements to visualize composition comparison of your data in your visual dashboard created using the ConceptDraw PRO diagramming and vector drawing software.
"A pie chart (or a circle graph) is a circular chart divided into sectors, illustrating numerical proportion. In a pie chart, the arc length of each sector (and consequently its central angle and area), is proportional to the quantity it represents. While it is named for its resemblance to a pie which has been sliced, there are variations on the way it can be presented. ...
An obvious flaw exhibited by pie charts is that they cannot show more than a few values without separating the visual encoding (the “slices”) from the data they represent (typically percentages). When slices become too small, pie charts have to rely on colors, textures or arrows so the reader can understand them. This makes them unsuitable for use with larger amounts of data. Pie charts also take up a larger amount of space on the page compared to the more flexible alternative of bar charts, which do not need to have separate legends, and can also display other values such as averages or targets at the same time. ...
Most subjects have difficulty ordering the slices in the pie chart by size; when the bar chart is used the comparison is much easier. Similarly, comparisons between data sets are easier using the bar chart. However, if the goal is to compare a given category (a slice of the pie) with the total (the whole pie) in a single chart and the multiple is close to 25 or 50 percent, then a pie chart can often be more effective than a bar graph." [Pie chart. Wikipedia]
The example "Design elements - Composition charts and indicators" is included in the Composition Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Composition charts and visual indicators
Composition charts and visual indicators, pie chart, mini pie chart indicator, double divided bar, divided bar indicator, divided bar,

Dashboard

ConceptDraw PRO extended with Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park is a perfect software for creating the live dashboard for the business data and progress visualization. Read more
The vector stencils library Comparison charts contains 4 Live Objects: Horizontal bar chart, Column chart (Vertical bar chart), Line chart and Dot plot (Scatter chart).
The vector stencils library Comparison indicators contains 7 Live Objects:
Two column indicator, Two bubbles indicator, Scales indicator, Left and right arrows indicator, Up and down arrows indicator, Two up arrows indicator.
The ConceptDraw Live Objects are ready-to-use templates of charts and visual indicators for dashboard design. You can set data source file for Each Live Object, and your charts or indicators will represents actual data from the data source files, and change their appearance with changing of the data in source files. The comparison charts and indicators are useful to compare and rank of your data by categories.
Use the design elements libraries "Comparison charts" and "Comparison indicators" to create your own business visual dashboards using the ConceptDraw PRO diagramming and vector drawing software.
The example "Design elements - Comparison charts and indicators" is included in the Comparison Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Data comparison charts and visual indicators
Data comparison charts and visual indicators, up and down arrows indicator, two up arrows indicator, two columns indicator, two bubbles indicator, scales indicator, line chart, line graph, left and right arrows indicator, dot plot, dot chart, column chart, bar chart, bar graph, bar chart, bar graph,
This project task status dashboard template display the task table consisting of the columns for task number, assignment (responsible person name), priority, status and complete. The task priority and status are indicated with alert visual indicators. The task complete is showed by progress indicators.
The template "Project task status dashboard" for the ConceptDraw PRO diagramming and vector drawing software is included in the Status Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park. Read more
Project task status dashboard template
Project task status dashboard template, shapes alert indicator, progress indicator, progress bar, 5-state alert,

Performance Indicators

ConceptDraw PRO diagramming and vector drawing software offers the useful tools of the Sales Dashboard solution from the Marketing area for easy creating professional looking live dashboards which allow to track the business sales activity and progress thanks to representing the Key Performance Indicators (KPIs) on them. Read more