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
-
Measuring the Financial Impact of Sales Ops
How do you measure a Sales Ops function? How do you calculate what you're really getting from your investments? In this on-demand webinar, learn what other Sales Ops groups are doing to measure and communicate their contributions in dollars and cents.
View This Webinar -
The Sales Capability Self-Assessment
To identify areas for improvement and help gauge the efficacy of your company’s strategic and tactical sales capabilities, simply answer the 190+ questions in this self-assessment as truthfully and objectively as possible.
View This Tool -
Successful Sales Ops Pilot Programs
How do you get your company to accept new sales tools and approaches, while maximizing your odd of success? In this session, learn how to leverage pilot programs and in-market trials to accelerate your progress.
View This Webinar -
How Marketing Automation Is Changing Sales
In this interview with Debbie Qaqish, we explore why marketing automation is becoming so popular and what the long-term implications are.
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