From the course: Business Analytics: Sales Data
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Build a dashboard for a sales team
From the course: Business Analytics: Sales Data
Build a dashboard for a sales team
- [Instructor] Have you ever struggled to show your KPIs in a sales meeting because of jumping back and forth between different spreadsheets? Let's fix that. In this lesson, you'll see how to build a simple, effective sales dashboard that tracks your most important KPIs, using external data sources and interactive visuals. Before you build anything, define the purpose of your sales dashboard, and determine the most important KPIs. If you're building a sales revenue dashboard for your monthly meeting with the CEO, consider KPIs like total monthly revenue, total deals closed, and top, or losing products. Let's now build a dashboard using Google Looker Studio, which connects easily with external data sources, such as Google Sheets, Google Analytics four, Google Ads, and CRMs. Log into your Google Looker Studio account. Now, you can either choose a blank report to start from scratch, or click on template gallery to choose a…
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