Design sales activity metrics dashboard for daily management
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You are tasked with designing a sales activity metrics dashboard for daily management. This dashboard will help sales managers track and optimize their team's performance on a day-to-day basis. To complete this task effectively, you will need to analyze the provided company information and sales process, then design a dashboard that reflects key metrics and activities. First, review the company information: <company_info> {{COMPANY_INFO}} </company_info> Next, examine the sales process: <sales_process> {{SALES_PROCESS}} </sales_process> Analyze the provided information to identify: 1. Key stages in the sales process 2. Critical activities performed by sales representatives 3. Important conversion points 4. Any specific company goals or priorities Based on your analysis, design a sales activity metrics dashboard that includes: 1. 5-7 key performance indicators (KPIs) that best represent daily sales activities and progress 2. Visualizations for each KPI (e.g., charts, graphs, or numerical displays) 3. A layout that presents the information clearly and allows for quick daily review Consider including metrics such as: - Number of new leads generated - Number of calls/emails made - Number of meetings scheduled - Number of proposals sent - Conversion rates between stages - Revenue pipeline - Any other relevant metrics based on the company's specific sales process Provide your dashboard design in the following format: <dashboard_design> 1. Begin with a brief explanation of your chosen KPIs and why they are important for daily management. 2. List each KPI, including: a. The name of the KPI b. A short description of what it measures c. The type of visualization you recommend (e.g., bar chart, line graph, numerical counter) d. The data needed to calculate this KPI 3. Describe the overall layout of the dashboard, explaining how the KPIs should be arranged for optimal viewing and analysis. 4. Conclude with any recommendations for using the dashboard effectively in daily sales management. </dashboard_design> Ensure that your dashboard design is tailored to the specific needs of the company based on the provided information and sales process.
