Examples of How Dashboards and Data Solve Business Problems

Examples of How Dashboards and Data Solve Business Problems

Example 1: Starting with a Known Problem

  • Lead Conversion Rates and Converted Leads by Sales Rep: This graph will be useful if there’s ever someone on the team who isn’t pulling their weight.
Lead Conversion Rates and Converted Leads by Sales Rep
  • Lead Conversion Rates and Converted Leads by Lead Source: Leads can come into Salesforce a number of different ways, which almost always plays a role in how quickly Leads are converted and how many Leads are converted.
Lead Conversion Rates and Converted Leads by Lead Source
  • Activities Logged for Converted Leads: If your company relies heavily on outreach to prospects, it’s likely that you have taken advantage of Salesforce Activities. How often a Lead is “worked” typically correlates to the likelihood of that lead converting.
Activities Logged for Converted Leads
  • Lead Conversion Rates and Converted Leads by Region: If the problem is isolated to a specific region, it’s likely that you will need some market data to really confirm that this is, in fact, an external problem and not a business problem.
Lead Conversion Rates and Converted Leads by Region
  • Lead Age by Sales Rep, Lead Source: Analysis on Lead Age may tell you that the real problem is caused by leads taking longer to convert, which, in turn, is affecting your lead conversion rates.
  • Determine the amount of time it takes to reach an Account Manager using the new automated phone system vs. how long it took before the automated phone system was implemented.
  • Request feedback on the company’s new automated phone system in the next survey that is sent out to existing customers.
  • Encourage his team members to focus more heavily on email campaigns or to provide leads with their own personal office line number for communication.
  • Monitor lead conversion activity over the next couple of weeks to see if there’s any difference.

Example 2: Starting with No Known Problems

Example: Setting your Outcome in Einstein Discovery
Example: Review Your Einstein Discovery Story

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Mike Boyle

Mike Boyle

Mike is the Digital Marketing Manager for Ad Victoriam Solutions, creating website and marketing content, and overseeing analytics/advertising & digital tools.