Tag: Sales

12 Must-Have Salesforce Dashboard Sales And Pipeline Charts With Examples #best #sales #pipeline #software


12 Must-Have Salesforce Dashboard Charts | With Video And Examples

Salesforce dashboards to increase visibility of the sales pipeline and improve forecasting accuracy.

There’s no doubt about it.

That s the number one reason businesses invest in salesforce licenses.

Yet many sales managers are frustrated.

They still do not have the salesforce dashboard charts that give visibility into the size, quality and trend in the sales pipeline needed to forecast accurately. They also can’t look back at historic results to gain the insight that will drive improvement in future sales performance.

But that problem can be fixed.

Here are examples of the 12 must-have salesforce dashboard charts that every sales manager needs.

These salesforce dashboard charts, and the underlying reports, give tremendous visibility into the sales pipeline and sales performance. For each dashboard chart, we also point you to a dedicated blog post and other resources for even more in-depth information.

In the interests of brevity we’ve ignored variations of these charts. These variations can provide additional insight for your business by analyzing sales performance by product, campaign, territory, customer type and so on. Use the charts examples recommended in this blog post as the core building blocks to create your organization-specific salesforce dashboard and reports.

12 Must Have Charts For Your Salesforce Dashboard

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1) Closed Won Opportunities by Month

We all want to know how much sales revenue has been won. That’s what the Closed Won Opportunities by Month dashboard chart tells us.

The chart shows how much sales revenue the company has achieved during the financial year.

In this example, the dashboard chart and underlying report summarize the information by individual sales person. If you have a larger sales organization, then group the chart by team, country or territory.

The dashboard chart and report give top-level insight into sales performance. In our example, Dave Apthorp is consistently the top performer. Sarah has improved her performance significantly after a poor start to the year. Peter, in particular, can benefit from coaching and training to improve his performance.

Combine this information with your personal knowledge of each team or individual to get an immediate overview of sales performance across the company. Use the other dashboard charts that analyze historic performance (for example conversion rates, average deal size) to determine the specific support and actions each person needs to take in order to increase their sales results.

Incidentally, the trick here as with many salesforce dashboard charts is to create the graph as a stacked bar chart and the underlying report as a Matrix report. Yes, it s slightly easier to create a Summary report. However it s only a small step further to create a Matrix report. And the results are so much more powerful.

Of course, the Closed Won Opportunities by Month dashboard chart doesn’t tell us anything about future revenue performance. That’s where the other pipeline charts we recommend come into play.

More blog posts related to the Closed Won salesforce dashboard chart:

10 Illuminating Ways To Measure Closed Won Deals. Examples of other ways to analyze historic sales performance.

When Is A Report Not A Report. Demonstrates why Matrix Reports are nearly always better than Summary Reports.

2) Pipeline Deals by Close Date and Opportunity Stage

If you only use one dashboard chart to manage the sales pipeline then make sure it’s this one.

The chart shows the value of Opportunities that are due to close each month. Within each month, we can see the deals in terms of the Opportunity Stage. Stacking the chart by Stage gives visibility of the overall health of the funnel.

The Pipeline Opportunities By Close Date and Opportunity Stage dashboard chart delivers the fundamental information needed to manage the sales funnel. Sales managers and executives can use this chart to assess the size of the pipeline and to begin forecasting future revenue.

This dashboard chart also tells us whether the pipeline is sufficiently mature this month and next month to achieve revenue targets. This means managers and salespeople have an early warning that tells them when remedial action is necessary

For example, let’s assume we are in January.

There’s a substantial amount of pipeline due to close this month that is still in Prospecting and Investigation. If, for example, our typical sales cycle is 3 months, are we confident these deals will close in January? Are they at the right Opportunity Stage? Should these opportunities be scheduled to close in a later month?

What about the deals in April that are in the Negotiation Stage? Is it really going to take 4 months to close these opportunities? Maybe. Or are there steps we can take to bring these deals forward?

A key variant of this dashboard chart is the Pipeline Opportunities by Close Date and Owner.

Use the summary by Owner to identify which teams or salespeople have the most pipeline due to close both this month and in the longer term.

More blog posts related to the Pipeline by Month and Stage salesforce dashboard chart:

If You Only Create One Dashboard Chart Make It This One. This blog posts gives more examples of how to use this dashboard chart and includes a video by Gary demonstrating the chart in action.

Don t Let The Best Sales Dashboard Chart Look Like A Bedraggled Washing Line. Explains what to do if too many opportunities with Close Dates in the past make your beautiful chart look like a washing line!

3) Sales Funnel Chart

The sales funnel chart should be on your dashboard because it’s a good graph to look at – once a week.

It doesn’t matter how big or how small your pipeline is. The outline funnel shape will always be the same size and shape on your dashboard.

So why bother with it?

Well, the answer is because of the value of the information the segments within the funnel give you.

If the sales funnel was in perfect shape, the value of the pipeline in each segment would get progressively smaller.

But that’s not always the case. In fact, if you look at our example, the value of deals in Investigation is less than the value in Customer Evaluating. In other words, the later Stage has more pipeline than the preceding Opportunity Stage.

Look also at the Prospecting Stage. A significant number of deals may be qualified out at this initial stage. So, should the Prospecting Stage be larger?

In other words, the chart is warning that your pipeline may be out of shape. Potentially we need to initiate marketing campaigns to boost the size of the early-stage funnel. We may also need to examine our qualification and investigation processes in order to move deals more effectively through the sales cycle.

Is the shape of the sales funnel chart in your business a cause for concern? Only you know the answer to that question within the context of your sales team.

But that’s why it’s a good chart to look at once a week.

More blog posts related to the sales funnel dashboard chart:

Big is Beautiful: 4 Easy Charts To Measure Pipeline Size. Demonstrates the sales funnel and other dashboard charts that measure pipeline size.

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5 Reasons You Should Track Your Leads (And How To Do It) #track #sales


5 Reasons You Should Track Your Leads (And How To Do It)

We don’t think we need to convince you that the quality of your lead generation strategy is important for finding new customers. Or that effectively nurturing leads throughout the various stages of the sales pipeline is invaluable to building your business. But knowing how to best track leads can have a huge impact on your team’s productivity, as well as your bottom line.

So, what’s the best method for sales lead tracking? Check out the advantages of automating this process and, we think you’ll agree that, if you’re not using sales tracking software, you’re missing out on some fantastic benefits!

How to Best Track Your Leads

1. Better Organization

It s spring and the top thing that has been on my mind has been to organize. It s the essence of spring cleaning.

However, one, year round thing that has always been a priority, at least for me as a marketer and I m sure anyone on the revenue side of things, is to always keep our leads organized.

When you use sales tracking software, organization will no longer be easier said than done. By having all of your lead information readily accessible and categorized by the different pipeline stages, your team will be able to better utilize their time on closing deals and providing excellent customer service.

We ve all been there though, from post it notes to a dry erase board, having a proper, scalable, and organized software or system to track your leads is essential. So what is the best way to organize your leads?

How To:

Some of these tips may be subjective and are dependent on the way your organization is structured, but these can be flexible.

One way to organize your leads is by lifecycle stage. Are they a prospect, lead, opportunity, or customer? Your company may have different lifecycle stages, but it s important to identify your leads to where they are in your sales and marketing funnel.

Another way to organize your leads is through your qualifications. Is this lead unqualified, marketing qualified, or is it a sales qualified opportunity? Your qualifications should go hand in hand with your lifecycle stages or they should be exactly the same.

Lastly you can organize it by basic segmentation through demographic data, company sizes, industry, etc. Organizing by segmentation shouldn t be the main way you structure things to better track your leads, instead coupling with your qualifications can help to provide insight into what leads are the most qualified for your business.

2. Increased Efficiency

Sales tracking software allows your team to be more efficient. At any point in time, management has the visibility to know which stage each lead is in, how long leads have been in the pipeline, and who is working on each lead. And each individual member of the sales team is able to quickly share information and provide updates.

With the entire team on the same page, collaboration becomes a whole lot easier, resulting in more closed sales. Having your team on the same page, inherently creates better alignment, especially through sales, marketing, and customer success. This alignment generates closed-loop feedback and hopefully analytics, so that you can see the whole picture of the revenue side.

How To:

Lead scoring sounds like a simple project because at it s foundation you are assigning various point values to leads. However, lead scoring is a much more difficult process that requires heavy lifting on the front end, but payoffs greatly afterwards.

You can score your leads on their qualifications, actions they take on your website, emails they open, or pieces of content they download. The different marketing automation platforms have out-of-the-box lead scoring, but starting with 2-3 different scores is a good beginning. Then adding on slowly after finding similarities with the scores can help improve your overall lead scoring system.

3. Create Customized Sales Pitches

By having a complete picture of each customer in one place, the sales team has immediate access to pertinent customer details. Being able to easily obtain this information allows you to formulate customized sales pitches that best match each customer’s unique needs.

Not only does this increase the likelihood of making a sale, but it provides better opportunities to create the strong customer relationships that are necessary for the success of your business.

How To:

Knowing where each lead is in the buying process can provide you the insight you need to create targeting messaging. This targeted messaging can be created through automated messages and/or custom templates with important marge fields can amplify the effectiveness of your sales messaging.

4. More Accurate Reporting

With sales tracking software, real time sales data is at your fingertips, enabling you to develop forecasts that more accurately predict sales .

Say goodbye to the headaches caused by reports that don’t reflect the most up to date sales information (and those cumbersome Excel spreadsheets).

The worst things anyone can do in a business is to not track anything and not report on anything. You can t throw money down the drain or brush things under the rug, especially with leads.

Tracking your leads will help add a level of insurance to more accurate reporting. You ll be able to see what leads are actually driving revenue and which ones are not. Essentially, you ll see what is working and what isn t.

How To:

Contactually’s Pipelines tool assigns values to deals, aggregating your pipeline’s current value, and providing you with a clearer perception about the actual value of each deal.

5. Higher Customer Retention Levels

An automated sales lead tracking process gives you the ability to monitor activity for all current and potential customers, helping you to respond to inquiries and feedback in a timely manner, and ensure prompt follow-ups. No need to worry about important items dropping off the radar.

Being on top of these important customer service tasks will lead to happy, satisfied customers. And those customers are the ones who will help build your business by becoming repeat customers, as well as bringing you new business by spreading the word about your awesomeness.

How To:

You have your contacts on your phone, in an address book, in your email, and even some social media accounts. How do you keep them all updated? Syncing all of your contacts and customers in one place is the first thing you need to do in order to ever retain them in the first place. Instead of going into those several different sources with fragmented information, putting these contacts and customers into a lead tracking platform, will create a system of record so you will know when you need to speak with a customer, if they get a new job, or if it s time for you to follow up with them for renewal. You ll have all of their information in one place to do this.

You Can’t Go Wrong

Sales tracking software is the best way for you and your team to effectively manage your customer base and prospects, allowing you to analyze information to help you make improvements to the sales and customer service processes as needed.

Ready to hop on board with great sales tracking software? Check out Contactually’s Pipelines tool and learn how it can enable you to visualize your deals throughout every phase of the sales process, helping you close more sales and maintain positive customer relationships.


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Limousines limo for Sale, New and Used LimosWorldwide No matter your need of ground transportation for your company Aladdin Coach Builders is able to assist you finding that one perfect SUV Limousine , Super Stretch Limousine. Corporate Limo or Tiffanys. Contact: Archie at Aladdin Auto Sales- Aladdin Coach Builders to see what Aladdin can build for you.

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Fax: 610-622-2083 Pres: Thomas McCusker
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7178 Marshall Road Upper Darby, PA. 19082

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Tax – Tags Calculator for New – Used Cars #used #car #sales #tax, #tax


Tax and Tags Calculator

Find Your State’s Vehicle Tax Tag Fees

When purchasing a vehicle, the tax and tag fees are calculated based on a number of factors, including:

  • The county the vehicle is registered in.
  • The vehicle weight.
  • The type of license plates requested.
  • Whether or not you have a trade-in.
  • The state in which you live.
  • New car sales tax OR used car sales tax.

Calculating Sales Tax Summary:

Auto sales tax and the cost of a new car tag are major factors in any tax, title, and license calculator. Some states provide official vehicle registration fee calculators, while others provide lists of their tax, tag, and title fees. Find your state below to determine the total cost of your new car, including the car tax.

NOTE : Not ALL STATES offer a tax and tags calculator. (See below for states that do and don’t offer these services.)

In addition, CarMax offers a free tax and tag calculator for some states only. This calculator can help you estimate the taxes required when purchasing a new or used vehicle.

Anytime you are shopping around for a new vehicle and are beginning to make a budget, it’s important to factor in state taxes, titling and registration fees, vehicle inspection/smog test costs, and car insurance into your total cost. After calculating sales tax (depending on the new car sales tax rate), you may find your total fess have increased significantly.

A major part of the final cost of a new vehicle purchase can be the taxes you’ll need to pay and the registration/titling fees you’ll owe to your state’s Department of Motor Vehicles (DMV), Motor Vehicle Division (MVD), Motor Vehicle Administration (MVA), Department of Revenue (DOR), Secretary of State (SOS), or local county clerk’s office.

States with Online Tax Tag Calculators

The following states offer FREE calculators to help you determine sales and/or registration taxes:

To use the calculators above including the car payments calculator NJ, you’ll usually need to enter some basic information about the vehicle you plan to purchase. The information you may need to enter into the tax and tag calculators may include:

  • The vehicle identification number (VIN).
  • The make, model, and year of your vehicle.
  • The date that you purchased (or plan to purchase) the vehicle.
  • The date the vehicle entered (or will enter) the state you plan to register it in.
  • The type of license plates/registration you need for the vehicle.

If you experience any issues with any of the free tax and tag calculators above, please contact your state’s DMV. MVD, MVA, DOR, SOS, or county clerk’s office directly.

States with Tax Tag Charts Only

The following states provide TAX CHARTS INFORMATION (no calculators) to help you determine sales and/or registration taxes:

Generally, these lists/charts will be organized and broken down by:

  • Vehicle model years and weight classes.
  • Sales tax percentages.
  • Vehicle types and classification.
  • Titling procedures.
  • Duration of the registration.

If you need help interpreting your state’s chart or have questions about which category your vehicle will fall under, please contact your state’s DMV. MVD, MVA, DOR, SOS, or county clerk’s office directly.

Other Costs to Consider When Purchasing a Vehicle

In addition to your state’s sales, use and property taxes, and any DMV, MVD, MVA, DOR, SOS, or county clerk titling and registration fees, you’ll need to consider the cost and fees for the following aspects of a vehicle purchase:

  • Ordering a VIN check or vehicle history report.
  • Getting a vehicle inspection, smog check, or emissions test.
  • Buying car insurance.
  • Performing any maintenance or upgrades.

For more information about some of those topics, please visit our pages on:

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