What steps are involved in creating a sales analysis dashboard?

Question

Accepted Answer

Creating a sales analysis dashboard involves defining goals, gathering data, designing visuals, and implementing tools for insights.

Define objectives: Determine what insights you want, e.g., sales trends, product performance.
Gather data: Collect data from CRM, sales records, and market research.
Choose metrics: Identify key performance indicators (KPIs) like revenue growth, conversion rates.
Design visuals: Create charts and graphs that effectively communicate data, e.g., bar charts for sales by region.
Select tools: Use software like Tableau, Power BI, or Google Data Studio for dashboard creation.
Test and iterate: Gather feedback from users and refine the dashboard for clarity and usability.

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