Delivery Day! Sales Dashboard Phase 1 Complete for Mid-Atlantic Region
Keywords: Sales Performance Dashboard, Sales KPI Tracking, Power BI Dashboards, Microsoft Dynamics CRM Analytics, Sales Team Performance Metrics, Business Intelligence for Manufacturing, Machine Tool Sales Insights, Manufacturing Sales Analytics
Today marks the successful delivery of Phase 1 of a dynamic sales performance dashboard solution for a leading machine distributor and technical service provider in the manufacturing space. This rollout covers the Mid-Atlantic region, with plans to scale the solution across other regions and business units in future phases.
Objective
The client sought a real-time, transparent sales performance dashboard that would go beyond basic reporting to actively drive accountability, motivation, and continuous improvement across their sales team. At their request, the solution was designed to reflect key principles from Anson Dorrance’s coaching philosophy—centered on two core pillars:
- Measurement & Accountability: Track detailed, individual-level KPIs—including calls made, demos booked, units sold, margins, and conversion rates—to promote ownership, consistency, and a competitive team environment.
- Coaching & Growth: Leverage data not just to assess outcomes, but to support personal development—identifying strengths, uncovering areas for improvement, and celebrating progress to build confidence, resilience, and long-term performance.
Tools & Technologies
- CRM Integration: Microsoft Dynamics
- Data Transformation: Power Query
- Visualization Platform: Power BI
What We Built
The interactive dashboards now allow leadership and team members to:
- View units sold, revenue, and margin performance against goals by team, region, and individual.
- Track market share, new customer acquisition, and monthly goal progress.
- Compare performance trends across months and visualize margin impact by machine model and customer location.
- Drill into individual transactions and customer-level impact with full transparency.
Results
- Improved visibility into performance at all levels.
- Real-time leaderboard encourages healthy team competition.
- Strategic insights support smarter decision-making in both sales and territory management.
With a strong foundation now in place, the dashboard is set to expand in scope and reach—supporting even more advanced forecasting and coaching strategies in the future.
Curious how sales analytics and personalized dashboards can empower your team? Reach out to explore how DataInfer can help turn your data into performance gains.
