“For A Sales Team
I encourage clients to generally set up their dashboards in a three column format, including:
Left: Current month activity (amount of stuff going on).
Center: current month results/deals.
Right: Long-term results (year-to-date).
Example screenshot, blurred for privacy: Example Sales Development Rep Dashboard
Every sales rep should set up their own personal dashboard, so they can see the state of their own business at a glance (and it makes it easier for their manager to coach/help them).
Below, I have laid out a three-column dashboard”