Look familar? Here’s the spreadsheet that tracked the sales pipeline in Gilbarco Veeder Root before they used salesforce. Which of course made it difficult to see the wood for the trees. So Scandinavian business unit manager Morten Raaby devised his own system.
Morten divided his office whiteboard into columns. Each column represented an Opportunity Stage with the value of each deal shown on a currency scale on the left. His team used postcards to represent each Opportunity, with the detailed numbers about each deal carefully written onto each card.
Morten used coloured magnets to attach the cards to the board. Green magnets for deals that were on track. Amber for those that needed attention. And red for deals that had become bogged down.
As deals ebbed and flowed Morten’s team religiously moved the postcards around the board. They swapped magnets and re-wrote values. At 9.00 am morning it was like a scene from battleship mission control.
And because Morten travels on a regular basis, his PA took a picture of The Board every day at 9.30 and emailed it to him. Morten spent many frustrating hours squinting at that picture on his iPhone.
That was then, this is now.
Morten has a salesforce.com dashboard that gives him full visibility of sales performance and his sales pipeline. Would he ever go back to using his board? “You must be joking”, he says. “Now I’ve got the real-time information I need, when I need it, wherever I need it. And I’ve postponed the onset of reading spectacles!”
You might also like:
- 10 sales and pipeline charts that should be on your salesforce.com dashboard. MS Powerpoint download based on our popular blog.
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- Sales and pipeline webinar. Register for a webinar in which we show live examples of dashboard charts that give full visibility of sales performance and the sales pipeline.
- 10 best practice tips for superb salesforce dashboards. Learn how to construct and format salesforce dashboards for maximum impact.
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