This is a YouTube video titled "Sales Reporting Dashboard in SmartSuite" containing a monologue or presentation from April 24, 2023, discussing the workflow and considerations involved in building an effective sales reporting dashboard, focusing on data tracking and question-driven reporting.
When we're talking about a sales reporting dashboard, we're really trying to accomplish this flow. What we want to do is identify a question, something we are trying to solve, track the data that tells us is the tell, tips us off about the answer to that question, review what we find, and then ultimately answer the question. And so, despite being about building a sales reporting dashboard and summarizing your sales, really what we're trying to do today is to create a way to. To answer questions. So when we have this kind of workflow, when it comes to reporting, we have multiple things that are involved, not just the dashboard and chart views, but also good data setup. If we're not tracking data properly, we will not be able to report on it in a meaningful way. If we are tracking too much data, we might not be able to see what it is we need to report on. If we're not tracking enough data, well, all of a sudden we're unable to report because there's simply nothing to report on. When we are trying to build out a sales reporting dashboard, it all starts with the data.
