Organize Sales Processes in One Dashboard

Sales Processes in One Dashboard

Welcome to another episode of SmartTips! I'm Jeff Gonzalez, and today I'm going to guide you through how to organize all of our sales processes in one dashboard. While this topic is directly relevant to sales, it is also highly useful for any function within a business. We are going to explore ways to consolidate all processes into a single dashboard to reduce the navigation effort required to work in SmartSuite. Let's dive right in!

The Importance of a Centralized Dashboard

First and foremost, if you've seen my videos before, you know I'm a big advocate for using an empty table dedicated solely to dashboards. The concept isn't revolutionary, but it can be game-changing in terms of improving workflow efficiency. This "home table", as I call it, can act as a central hub from which you navigate all different processes. All the crucial information resides within these tables, making them available for your team to check their sales pipeline, create forms, or review data on a calendar.

"A centralized dashboard mitigates navigation hassle, allowing teams to focus more on their actual tasks." — Jeff Gonzalez

Creating a Sales Overview Dashboard

As new groups join SmartSuite, it's vital to ease their transition with a user-friendly dashboard. To achieve this, I've designed a master dashboard where team members can view a sales overview, manage their individual pipeline, and review opportunities forecasted to close within the next month.

Sales Overview Elements

Entire Pipeline View:
- Team Pipeline: Offers a holistic view for the entire team to see the collective progress.
- Individual Pipeline: Members can focus on their specific targets, streamlining their workflow.
Opportunity Forecast Chart:
- Visual representation of different opportunities categorized by their status buckets.
- Allows everyone to see the forecast in one glance, making it easy to identify potential issues or areas of improvement.

Creating New Opportunities

Another key feature is a tab dedicated solely to creating new opportunities. This section includes:

Custom Form: Embedded within the dashboard using custom code widgets. The form pulls from various fields in the "Opportunities" table.
Immediate Update: New entries made through the form reflect instantly in the grid view on the right-hand side.
Editable Entries: Users can open and make adjustments to newly created opportunities right from this tab.
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Detailed Review of Opportunities

For a more in-depth review, we have a dedicated tab where the focus is on scrutinizing individual opportunities. This tab allows users to:

Select Specific Opportunities: Pick an opportunity to dive deeper into its details.
Adjust and Note: Make necessary adjustments or jot down additional notes for future reference.

In my previous video, we explored a design pattern combining the record selector with the record detail widget to enrich the user experience. This tab follows the same principle, allowing dynamic field population to offer a comprehensive view.

Reviewing Accounts

A similar approach is applied to the "Review Accounts" tab. Users can select specific accounts, displaying all relevant details in a consolidated view. This design not only streamlines using SmartSuite but also significantly enhances user experience.

"Combining record selectors with detailed widgets creates a powerful and user-friendly interface." — Jeff Gonzalez

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Inspiration Beyond Sales

While these examples primarily relate to sales, the principle can be universally applied across various business functions. A well-organized dashboard can simplify processes, making it easier for new team members to get up to speed and ensuring that seasoned members can quickly access the information they need.

Again, thank you for watching and reading! Stay tuned for more SmartTips to enhance your workflow and business processes.

Key Takeaways

Centralized Dashboards Improve Efficiency: Mitigate navigation efforts and provide easy access to crucial information.
Design for Ease of Use: Custom forms and widgets help create a user-friendly experience.
Dynamic Details and Adjustments: Allow for real-time updates and make it easy to drill down into specific records.
Universal Applications: Although our focus was on sales, these principles are universally applicable across different business functions.

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