Moving From Data to Decisions: Making Sales Information Actionable with Dashboard Analytics

18 October 2011

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Last generation's sales leaders were likely to complain that they had too little reliable performance data to make informed management decisions. Their protests seem quaint in comparison to those of today's front-line sales managers, whose challenges include making sense of too much data, delivered faster and in more ways than ever.

In this workshop, Analysis Factory's Cliff Alper and Rick Montgomery provide a framework for focusing data into coherent metrics that inform good management decisions. Based on more than a decade's experience crafting data visualization solutions, their approach focuses on distilling information into compelling and easily understood dashboards. They key to a great dashboard? Focusing on the actionable next steps important to the audience for each core business metric. They've created thousands of these low-cost, quickly deployed management tools for a roster of blue chip clients.

Along the way they've educated hundreds of sales effectiveness and sales operations professionals in the simple principles of sound information design. In this workshop, they outline simple techniques for establishing the right business context for metrics and dashboards, share best practices for implementing effective measurement tools, and suggest how sales and sales operations leaders can design and implement impactful metrics for their managers.

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