Turn Data Into Actionable Insights with Custom Dashboards
As a B2B sales or marketing leader, you eat, sleep, and breathe data. How’s the business doing? Are we on track to meet our quarterly pipeline and sales goals? Are my sellers using their time and energy wisely? Data is invaluable because it sheds light on business performance and informs key decisions. But, data is only as effective as your ability to make use of it.
To drive growth in today’s hyper-competitive landscape, sales and marketing leaders are leaning into conversational sales and marketing programs that deliver a white-glove buying experience the moment a buyer arrives on the website. But they need a fast, easy, and reliable way to understand program performance and how to turn that data into actionable insights. That’s why we built Qualified Custom Dashboards.
Custom Dashboards are dashboards that can be tailored to fit your exact specifications. Hand-select data points—like number of sessions, conversations, pounces, meetings booked, date range, or business hours—then customize the appearance of each tile to visualize data in a way that is most useful to you.
These dashboards are designed to reveal important insights about your unique program so you can make smarter, data-driven decisions that improve team performance and deliver more pipeline. Plus, you can pull in data from additional platforms in your tech stack—like Salesforce CRM, marketing automation, account-based marketing, sales engagement, or data enrichment—to understand performance at both the visitor and account level.
Custom Dashboards are a must for B2B sales and marketing leaders who are looking to optimize their conversational sales and marketing programs, drive growth, and improve sales rep performance. Here’s why:
Before diving in, start by asking yourself these key questions to help you focus and create the most impactful dashboards:
Custom Dashboards are currently available on all plans for existing Qualified customers. Check out the Qualified University article to learn more and connect with your dedicated Qualified Success Architect to get started today. Otherwise, feel free to chat with us directly on our website at any time. Our team is here to help!
We’re excited to introduce Qualified Signals: account-based sales intelligence for companies that use Salesforce