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KPIs and Metrics

The choice of KPIs and metrics you use is key point of success when measuring sales process. Visualizing sales data using ConceptDraw Sales Dashboard solution for ConceptDraw PRO gives you a choice from numerous pre-designed indicators for different metrics you may need.
This sale dashboard example contains KPIs and sales effectiveness metrics visual indicators: speedometer gauge, dial, slider, level meter and bullet indicators.
"Sales effectiveness refers to the ability of a company’s sales professionals to “win” at each stage of the customer’s buying process, and ultimately earn the business on the right terms and in the right timeframe.
Improving sales effectiveness is not just a sales function issue; it’s a company issue, as it requires deep collaboration between sales and marketing to understand what’s working and not working, and continuous improvement of the knowledge, messages, skills, and strategies that sales people apply as they work sales opportunities.
Sales effectiveness has historically been used to describe a category of technologies and consulting services aimed at helping companies improve their sales results.
Many companies are creating sales effectiveness functions and have even given people titles such as VP of Sales Effectiveness." [Sales effectiveness. Wikipedia]
The example "Sales metrics and KPIs" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Meter Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park.
Sales dashboard
Sales dashboard, speedometer, gauge, slider, level meter, dial, bullet,

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.

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.

What is a KPI?

What is a KPI? Key performance indicators (KPIs) represent a set of measures that are focused on the aspects of organizational performance which are the most important for its current and future success.
ConceptDraw PRO diagramming and vector drawing software enhanced with Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park allows effectively develop, analyze and improve your business thanks to the excellent possibility of monitoring all KPIs on one screen in a real time.
The vector stencils library "Sales KPIs and Metrics" contains 15 chart templates and graphic indicators of sales key performance indicators (KPIs) and metrics.
Use it for drawing sales dashboards in the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park.
Actual vs Plan
Actual vs Plan, actual vs plan, speedometer, gauge,
Average Purchase Value
Average Purchase Value, average purchase value,
Clicks from Sales Follow-Up Emails
Clicks from Sales Follow-Up Emails, clicks from sales follow-up emails, line chart,
Cost per customer
Cost per customer, cost per customer,
Cost per order
Cost per order, cost per order,
Lead Response Time
Lead Response Time, lead response time, bar chart,
Opportunity-to-Win Ratio
Opportunity-to-Win Ratio, quote to close ratio, opportunity-to-win ratio, sales ratio,
Product mix
Product mix, mix of products,
Product Performance
Product Performance, product performance,
Rate of Contact
Rate of Contact, rate of contact, pie chart,
Rate of Follow Up Contact
Rate of Follow Up Contact, rate of follow up contact, bar chart,
Sales Growth
Sales Growth, sales growth,
Sales Target
Sales Target, sales target, slider,
Social Media Usage
Social Media Usage, social media usage, column chart,
Usage Rate of Marketing Collateral
Usage Rate of Marketing Collateral, usage rate of marketing collateral, column chart,

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.
The vector stencils library "Sales KPIs and Metrics" contains 15 chart templates and graphic indicators of sales key performance indicators (KPIs) and metrics for drawing sales dashboards: line charts "Cost per order" and "Clicks from Sales Follow-Up Emails", column charts "Social Media Usage" and "Usage Rate of Marketing Collateral", horizontal bar charts "Rate of Follow Up Contact", "Cost per customer" and "Lead Response Time", pie charts "Product mix", "Product Performance" and "Rate of Contact", gauge (speedometer) indicators "Sales Growth" and "Actual vs Plan", bullet indicator "Sales Target", diamond alarm indicators "Average Purchase Value", "Quote to Close Ratio", "Opportunity-to-Win Ratio" and "Sales Ratio".
The dashboard charts and indicators example "Design elements - Sales KPIs and metrics" for the ConceptDraw PRO diagramming and vector drawing software is included in the Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park.
www.conceptdraw.com/ solution-park/ marketing-sales-dashboard
Sales dashboard charts and graphic indicators
Sales dashboard charts and graphic indicators, usage rate of marketing collateral, column chart, social media usage, column chart, sales target, slider, sales growth, rate of follow up contact, bar chart, rate of contact, pie chart, quote to close ratio, opportunity-to-win ratio, sales ratio, product performance, mix of products, lead response time, bar chart, cost per order, cost per customer, clicks from sales follow-up emails, line chart, average purchase value, actual vs plan, speedometer, gauge,

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.

sales dashboard, sales metrics Sales Dashboard

sales dashboard, sales metrics
Sales Dashboard solution extends ConceptDraw PRO software with templates, samples and library of vector stencils for drawing the visual dashboards of sale metrics and key performance indicators (KPI).
HelpDesk

How to Use ConceptDraw Sales Dashboard Solution

The interactive 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. Sales Dashboard helps the entire team see where they are, and what needs to be done. With ConceptDraw PRO you can easily create a visual Sales Dashboard using Live Objects Technology.
ConceptDraw Live Visual Dashboards
ConceptDraw Live Visual Dashboards

Online Collaboration via Skype

Collaborating with co-workers is very important, not only in order to get things done effectively, but also to keep in touch with the outside world. Great way for business collaboration is Skype.
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.
Financial dashboard
Financial dashboard, two columns indicator, pie chart,
This sales performance dashboard example includes KPIs indicators and business metrics charts: bullet indicator - "Win Ratio vs. Last Year", gauge (speedometer) indicators - "Open Deals vs. Last Year" and "YTD Sales vs. Last Year", column chart - "Leads created", line chart - "Opportunities Won", alarm indicators - "Sales Ratios", horizontal bar chart - "Top Products in Revenue".
The example "Sales performance dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Dashboard solution from the Marketing area of ConceptDraw Solution Park.
www.conceptdraw.com/ solution-park/ marketing-sales-dashboard
Sales dashboard
Sales dashboard, speedometer, gauge, slider, quote to close ratio, opportunity-to-win ratio, sales ratio, cost per order, column chart, bar chart,
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.