Customer Quote by Aaron Ross
““For A Sales Team I encourage clients to generally set up their dashboards in a three column format, including: Left: Current month activity (amount of stuff going on). Center: current month results/deals. Right: Long-term results (year-to-date). Example screenshot, blurred for privacy: Example Sales Development Rep Dashboard Every sales rep should set up their own personal dashboard, so they can see the state of their own business at a glance (and it makes it easier for their manager to coach/help them). Below, I have laid out a three-column dashboard””
About This Quote
Source Presentation: Sales Training Materials, 2020
A three‑column dashboard helps salespeople and managers quickly assess activity, results, and long‑term performance at a glance.
In simple terms: Dashboard layout clarifies current work, outcomes, and trends.
Key Takeaway
Use a visual dashboard to monitor and improve sales performance.
Themes
sales management
visualization
performance tracking
coaching
productivity
Mood
focused
analytical
motivational
Type
practical
instructional
When to use this quote
- sales team meetings
- one‑on‑one coaching
- quarterly reviews
- personal planning
- manager dashboards
Key Concepts
KPIs
pipeline management
goal setting
feedback loops
Questions to Reflect On
- How does visualizing data in three columns affect your daily focus?
- What metrics should you add to capture qualitative insights?
A Different Perspective
May oversimplify complex data, missing nuances of individual deals.
