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Top 5 call charts and dashboards to create for your sales teams

Vy Dang
3/25/21 12:00 AM

At this stage, we believe that everyone has heard about the importance of data and why should we gather call logs data right? (Common, if not, you can check the reasons why here, we won’t judge ✌ ) But gathering a bunch of data would not solve any problems if you don’t know how to analyze and review them. Understand that, we introduce our new feature -  Custom Charts for Call Analytics to help sales managers having a tool to analyze, review, and make use of your call log data. 

In this blog, we will introduce you why you need different call analytic dashboards and guide you through step-by-step how you can use / set up different call reports & dashboards to easily. 

This blog will guide you through: 

  1. Agent dashboard
  2. Top performers dashboard
  3. Team dashboard
  4. Insights dashboard 
  5. Sales reps dashboard

Why do you need Call-Analytics dashboards?

Imagining if you are a captain of a big ship, to arrive at your destination, you need a compass. Besides, you need to communicate and share the information showing in the compass with your sailors right? Similarly, as a sales managers, to achieve your business’s goals, you need to keep informing your members about the directions and their performances. 

Most companies nowadays understand the importance of goals and KPIs (If not, you can check more in here). In general, KPIs (Key Performance Indicators) are the essential metrics/ activities showing how your team is doing in practice. This information will also provide insights if there is something you should notice within the team to achieve the goal(s). However, the question is How can I keep track, show, review, and keep reminding my team 's goals and KPIs for sales calls?

Excel? It is doable but would take you much effort to create and maintain different data tables for various goals and KPIs from time to time. 

How about having real-time dashboards with different charts showing different KPIs that you only need to set up once? With Call-Analytics dashboards, your team will not always be reminded about the sales goal but also can gain better insights on the call log data to improve your sales team’s performance. 

Understanding that from the beginning of our app development, Salestrail has offered a simple cloud-based analytics dashboard that shows different call metrics. However, we understand that different companies might have different sets of goals hence the KPIs would not be the same. Therefore, now, our app will have an Analytic feature with different customizable charts so that you can create your own dashboards with different KPIs to keep track of different goals. 

In the following parts, we will get you through how to prepare your KPIs and suggest different dashboards for different goals and metrics that you might want for your sales organization.

Hint 1: With our new feature, you can create unlimited numbers of dashboards showing different goals and sets of KPIs.

Formulating your dashboard with relevant KPIs

Before jumping into creating an analytics dashboard, you need to set up your KPIs, since not all of them are the same.

Different KPIs would tell different stories. For example, the average call duration daily might show you the representative information of the performance across the team while the sum call duration gives you the actual total hours that your sales team is investing in their actual calling.

With Salestrails you can also have the convenience and flexibility in choosing your KPIs. 

With different types of graphs, the app gives you a list of suggested KPIs to choose from, you also can see all collected metrics such as the numbers of answered outbound calls, or the numbers of unanswered outbound calls. You can also choose to calculate both SIM calls and Whatsapp calls or only one of them depending on your call strategy.

Hint 2: We suggest with each goal, you can create a dashboard with a different set of relevant KPIs. Doing this will help you to keep track and review your team performance faster and easier.

Different suggested dashboards for your call team

1. Agent dashboard
Agent dashboard will present the performance of your sales reps. It would pinpoint different strengths and weaknesses of different members in the sales team. Depending on what you want your salespeople to improve, you can define different KPIs for an agent dashboard. For example, in an agent dashboard, you can show KPIs like:
  • The number of unique outbound/inbound calls  for each sales rep hourly/daily/weekly/etc. 
  • The number of unanswered calls from Whatsapp/SIM for each sales rep hourly/daily/weekly/etc.
  • The number of outbound/inbound calls from Whasapp/SIM for each sales rep. 
  • The average/total amount of calls (daily/weekly/monthly/etc.) of all sales reps in a team.
  • Sales rep call pattern daily/weekly with their first, last call, call per hour, unique call, connection rate, average call duration. 

Hint 3: Check out how to create a number chart in Salestrail.



2. Top Performers Dashboard

Top performer dashboard, yup, like its name, it provides information on the best sales reps in your team. Knowing who is doing their best in your organization will give you a chance to motivate your reps on time. 

In a top performer dashboard you can present KPIs like: 

  • Top performers list daily/weekly/monthly/etc with their numbers of calls.
  • Call duration of the top performers daily/weekly/monthly/ect. 
  • First and Last call that the top performer made daily.
  • The number of inbound and outbound calls from Sims and/or from Whatsapp of top performers. 
  • Average call duration of top performers. 
  • Average call attempts to reach contact of top performers. 

From the data, sales managers do not only learn who are the top sales reps but also have insights on how these top salespeople have a higher successful rate. The top performer board can also give you a direction on whom you can check their sales recordings and learn more about their calling techniques.

Call Analytics Dashboard

Hint 4: Check out how to create a data table in Salestrail here

3. Team dashboard

Team dashboard presents the performance of all different sales teams. This kind of dashboard is highly beneficial if you manage a big sales department with many sales teams. With a team dashboard, you can keep track of all general team performance KPIs like: 

  •  Connection rate comparison among teams.
  • The top performer across all teams
  • The total call duration of all teams.
  • The numbers of answered/unanswered calls from SIM/Whatsapp of different teams across the organization.
  • The call patterns of the sales teams.
  • The connection rate over time between teams.

Sales managers can also use this team dashboard as a report in the organization’s meeting creating competition within different sales teams. 

Hint 5: Check out how to create a leaderboard in Salestrail.


4. Insight dashboard

The goal of having an insight dashboard is to keep track with the important call KPIs overtime. By seeing the trend of the important activities over time will show sales managers how to help their reps perform better or give you valuable notice about your teams’ performance compared to the previous week/month/year .

Some different KPIs you can keep track for insight dashboards are: 

  • The numbers of answered/unanswered calls hourly/daily/monthly/yearly/etc. 
  • The numbers of calls from SIM/Whatsapp. hourly/daily/monthly/yearly/etc. 
  • First and last call in a day.
  • Performance of sales reps daily/monthly/yearly/ etc. 
  • The average call attempts to reach the contact.
  • The connection rate per hour/day/month.
  • The employee call pattern.
  • Most active hour.
Call Analytics Dashboard

With these KPIs, sales managers can learn to improve their sales call. For example, knowing when are their salespeople most actively calling and compare with when are their clients most actively calling, sales managers can know which time will be best for sales calls.  Besides, if the number of calls drops significantly compared to the previous months, it might be an alert of something wrong is happening with your team. 

Hint 6: Check out how to create a bar chart in Salestrail here

5. Sales reps dashboard

With Salestrail, not only sales managers can create analytics dashboards for the team calls, sales reps can also create their own dashboard to review and manage their call performance.

Some suggested KPIs that sales people can keep track on their individual dashboard include: 

  • The rank comparing to the whole team/organization 
  • The numbers of answered/unanswered calls hourly/daily/monthly/yearly/etc. 
  • The numbers of calls with Sim/Whatsapp
  • The connection rate over the time
  • The most active hour
  • Average call duration 
  • Average call attempts to reach specific contact
  • The performance comparing to the goal daily/monthly/quarterly/etc. 

By tracking their call performance data, salesmen can make small tests with their sales call to see which strategy might work best. For example, sales reps might want to change the different introduction approach in one day. With the collected data, at the end of the day, salesmen can see if the connection rate or call duration is higher or lower. The data tool can help and allow salesmen to learn and improve their own performance easier. 

Hint 7:  You can also set up a dashboard only for reporting essential sales call data with your department. Believe us, the applicability of the dashboard is unlimited, right 😉?

So what do you think about our suggested dashboards? Do you have more ideas on what types of dashboards or charts you might want to have on your sales team’s KPIs? Salestrail app provides many more metrics to set up different KPIs for your sales teams. Start to track and analyze your call data today with only $2/user 😍 (FYI, you can try for free now ✌ and see if Salestrail is suitable for your sales team). 

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