Designing Effective CRM Dashboards for B2B Sales
Ten Proven Strategies and Tactics for Creating Sales Dashboards That Will Actually Get Used
Toward the goal of developing more data-driven and effective sales operations, CRM dashboards hold a lot of promise. After all, the idea of putting more intelligence and data in-front of salespeople to help them make better decisions is pretty hard to argue with. But all too often, the reality doesn't match the original promise. So, how do you make your CRM dashboards an effective tool that your salespeople will utilize long after the "shininess" has worn off? This Express Guide presents a compilation of strategies, tactics, tips and suggestions we’ve been able to glean through our research and interactions with leading B2B sales operations and other sales experts.
This guide is just one of hundreds of educational resources you get access to as a SellingBrew Playbook subscriber.
More Subscriber-Only Resources From Our Library
-
Quick Wins in Sales Operations
It’s always good to have a few tricks up your sleeve for boosting results in short order, without investing a ton of effort and money. In this session, we discuss 15 "quick wins" that have proven effective for others.
View This Webinar -
The Right Way to Manage and Enable Change
How do you encourage, enable, and manage organizational change when the deck is stacked against you? In this in-depth interview, Scott McAllister and Suraj Mohandas share the quantifiable benefits of effective change management and expose the essential steps that are required to get it right.
View This Interview -
Digging for Gold by Analyzing Wins and Losses
How many companies really understand why they lose deals...or why they win? In this expert interview, Rick Reynolds of AskForensics discusses lessons learned from win/loss analysis of nearly $12 billion worth of business.
View This Interview -
The One-Two Punch for Stickier Accounts
In this Expert Interview, Rick Reynolds, the CEO of AskForensics, discusses a straightforward, research-based program for improving customer retention and account health.
View This Interview

Why Subscribe?
When you join your peers and become a SellingBrew Playbook subscriber, you get immediate access to this guide as well as all of these other features:
- Training WebinarsDozens of on-demand webinars covering crucial sales ops topics with new webinars every few weeks
- On-Demand LibraryA searchable library of hundreds of concise guides, tutorials, cases, assessments, and research reports
- Expert InterviewsLearn from others in sales who’ve “Been There and Done That” through our Expert Interview Series
- Help DeskAsk our team of analysts for advice, insights, and perspectives on your specific sales ops challenges