Click the Done button in the top-right corner of your page to save changes.Click the Add Courses drop-down menu to select the courses.Add more courses to this list by selecting either the courses you are assigned to in My Courses, or courses you do not develop or teach by selecting Other Courses.Remove courses from this list by clicking the X icon.Sort the list of courses by dragging and dropping the 6 dot sort icon.In the Today's Curriculum and My Courses sections:.Click Customization in the top-right corner of your dashboard.You can select up to 5 courses to show up on this list. Units and lessons from the courses you've selected will show up in the Today's Curriculum section. This section is a list of the courses you want to see as soon as you login.
#My dashboard full#
It is dynamic and customizable to provide immediate access to your courses, custom curriculum analysis and reporting.Ī quick view of which units and lessons are being taught today from within the courses you've selected on the My Courses list.Ĭlick the unit bar or the lesson to view and access the details.Ĭlick the expand arrow in the top right corner of this section to view the full calendar of units and lessons in the courses you've selected on the My Courseslist. Your sales process and dashboard will most likely change over time, so make sure your platform gives you the option to adjust as necessary without getting IT involved.Your Atlas Dashboard is the first page you see when you login. One necessity of any metrics dashboard is the ability to modify on the fly. Some data points will be obvious, and it’s likely you already know which sales metrics need to be included in your personal sales dashboard, but be sure to take your reports into consideration as well. It’s important to ensure that your dashboard includes actionable metrics. Do you have multiple sales teams, such as inside sales and field sales?Īs you do your research and look at dashboard samples, start to build your own.What have you determined to be your key performance indicators (KPIs)?.In sales team meetings and one-on-one salesperson reviews, are there metrics that are regularly reviewed or seen as more important than others?.Which data points and metrics show up most often in your reports?.To learn what information should be in your dashboard, consider these questions: One sales manager may use a “Won Deals Leaderboard” on their dashboard, but for another sales manager, “Team Metrics Based on Total Pipeline” may be more relevant. Your metrics dashboard will be unique to your company and your customers’ needs. Closing a $1 million deal can take more nurturing than smaller accounts, although some SMB owners are stalwarts of “the way we’ve always done things” and require a long, personalized customer journey. To get a contract signed, some sales require multiple long phone calls. Just like the dashboard in a car, without these data points you won’t know the health of your sales, how quickly you can achieve your goals, or if you need to speed up (or slow down) your sales process.
No matter your personal needs, there are specific metrics that are always pertinent. Your dashboard is an effective way to keep your sales - and your goals - organized and continuously updated. And based on current incentives, company offerings, and personal and departmental goals, some metrics may be necessary one week but not the next.
Depending on your industry, type of sales (B2B or B2C), the size of your company, and your role, your metrics dashboard may not be the same as someone else’s on your team. The majority of top salespeople rely on their sales dashboard for day-to-day operations. Sales management, ops, individual account executives, and other team members all benefit from using sales dashboards. In business software, a dashboard for your sales platform provides important information at a glance and keeps you aware of necessary metrics and performance standards. A dashboard, such as the one in a car, is a tool that visually showcases information: It’s where you can quickly and easily see vital signs that affect your current task.
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