Google Sheets, a Google Dashboard, and Your Sales Team

You can learn a lot through the implementation of a Google dashboard. From analytics to AdWords, there’s always another piece of data calling your name.

Recently, at Dasheroo, we released a new Google Sheets feature that you’re going to be excited bout. Here’s what we had to say about it:Screen-Shot-2016-08-25-at-8.30.52-AM

“Now you can track multiple KPIs on ONE chart in your dashboard, up to 5 in fact. So if you want to see how one metric is performing right alongside others, this is the way to do it.”

We can think of many ways this feature will come in handy, especially in regards to your sales team.

With multi-metric tracking, you have the opportunity to track up to five different metrics in one chart. It really is that simple. Take a look for yourself and add this one to your Google dashboard.

With this in mind, let’s take a look at a few ways it can be used to track sales performance and improve results.

1. Track Sales Revenue by Rep

You have many people on your sales team. You know some are performing up to par, while others are lagging behind the group.

With this Google Sheets feature, you can track your salespeople’s revenue against each other. This allows you to see who’s performing best and who needs to pick up the slack.

2. Track Sales Over Time

At the end of each month (or any other interval), you can use this feature to see how each salesperson is performing as compared to the past.

Is one salesperson consistently making more sales than the month before? Is another experiencing a slow and steady drop-off? Tracking them all in a single graph makes it easy to identify quickly who is doing what.

3. Product Sales

What product performs best for your company? What product is on the verge of being discontinued?

If you can’t answer this question, it may be because you’ve yet to track product sales over a particular period of time.

Our newest feature makes it simple to track up to five product sales, giving you a clear idea of which ones generate the largest percentage of revenue.

Getting started is as simple assigning up for an account, creating a Google dashboard, and using this feature to track a variety of sales data. What are you waiting on?

Which Marketing KPI is Most Important to Your Business?

Is one marketing KPI more important to your business than the rest?

This may not be an easy question to answer, but it’s one that you should address (if you have yet to do so).

Maybe you’re most interested in organic traffic. Or maybe social media is more your thing. Regardless, you need to understand which KPIs have the biggest impact on your business.

For those who have yet to answer this important question, here are several KPIs to keep an eye on:

1. Organic Traffic

The primary goal of any business, as it relates to inbound marketing, is to generate as much organic traffic as possible.

Tracking this means keeping a close watch on a bunch of things, such as:Screen Shot 2016-07-20 at 9.21.28 AM

  • Total traffic.
  • New and returning users.
  • Sessions by device type.
  • Top sources by medium.
  • Top pages.

This marketing KPI should never be overlooked.

2. Social Media

While some companies devote time, money, and resources to every available social media platform, others focus on the one or two that have the biggest impact on their business.

For example, Instagram continues to grow in popularity. If this social media platform is important to your business, you can track KPIs such as:

  • Number of followers.
  • Highest engagement.
  • Posts.

Tip: check out this article on Instagram KPIs to learn more.

3. Sales Opportunities

Sales and marketing go together hand in hand, so it only makes sense to track KPIs associated with both areas of your business.

Is there anything better than seeing an increase in the number of sales opportunities in your pipeline?

This KPI should not be ignored, as it shows if your marketing strategy is generating the the results you’d expect.

In The End…

If you have yet to decide which marketing KPI is most important to your business, now’s the time to do so. There is a good chance that one of the three we discussed above will continue to impact your business well into the future.

P.S. Dasheroo can help you find and track every imaginable marketing KPI. Learn more and get started for free!

5 Things a Data Dashboard Could Do For Your Business

A data dashboard will never be your worst enemy, and it will absolutely be your best friend. Once you implement this tool, the way you look at your business will change forever. Here is how:

data dashboard of social media metrics1. Learn More About Your Social Strategy

Do you ever wonder if your social media strategy is paying off? Do you ever stop to think about what is and is not working?

With a data dashboard, there is no more guessing. You can see which platforms are most popular with your audience, and of course, which ones are sending the most traffic to your website. Google Analytics will tell you how to get there but Dasheroo will show you in super-easy dashboards.

2. Tweak Your Facebook Strategy

With 1.04 billion daily active users, Facebook can serve as an excellent source of referral traffic. You can also use the social platform to target ads to a specific demographic.

But remember this: you will never reach peak performance until you have the right data on your side. Through the use of a data dashboard, you can examine how your Facebook strategy has performed in the past and how it can be tweaked for better results in the future.

3. Track Pages Getting the Most TrafficData dashboard: top pages visited

In an overall sense, you want to drive as much traffic to your website as possible. You should be happy as long as your visitor count increases month over month. But don’t stop there.

When you know which pages get the most traffic, you can optimize it for leads and sales. As your conversion rate increases so will your revenue.

At Dasheroo we looked at what pages on the blog were getting the most traffic with our Google dashboard in Dasheroo and created pop-ups asking people to sign up for our product from the contextual article they were reading. We gained 5x more users from it!

data dashboard: referring traffic

4. See Where Your Traffic is Coming From

Once again, you need to pay attention to more than overall traffic growth. You want to know where your traffic is coming from, as this allows you to alter your marketing approach to maximize return. Google Analytics is just the free tool to do that for you.

Are you receiving the bulk of your traffic from referring sites? Social media? Organic traffic? Paid traffic? Your data dashboard can answer all these questions.

data dashboard for YouTube Analytics5. Keep an Eye on YouTube Analytics

With 55% of people watching videos online every day, you can’t afford to ignore the power of YouTube.

Don’t just post videos to YouTube and hope for the best. Use a data dashboard to track things such as:

  • Number of videos
  • Number of subscribers
  • Views
  • Watch time

Understanding what type of YouTube content people like to watch and what’s driving business for you will go a long way.

Create Your First Data Dashboard Today!

If you have yet to harness the power of a data dashboard, sign up for your free Dasheroo account today.

Are you currently using a data dashboard? How has it changed your business for the better?

Dasheroo Partner Spotlight: Infusionsoft

Jeremy Maher, InfusionsoftFrom time to time we like to introduce our Dasheroo customers to the partners we integrate with. This week we are delighted to focus our spotlight on Infusionsoft, the awesome CRM, sales, ecommerce and marketing tool that enables you to manage all of your important KPIs for your business.

Jeremy Maher, an entrepreneur and Infusionsoft’s Referral Partner Manager, was kind enough to answer a few questions for us! For more information about our partnership with Infusionsoft check it out, or watch the video.

Who is Infusionsoft’s primary customer?

Our primary customers are small business owners who are looking to get organized, remove repetitive manual admin tasks, make sure none of their leads slip through the cracks and utilize our marketing automation to get customer referrals on autopilot.

Why would you say customers like Infusionsoft more than a competitor you have?

Our software is unique. Another reason is our culture. We are known for amazing customer service because we align each customer with a coach offering free telephone and chat support. Our software is also very robust and allows small business owners to work ON their business and not IN their business.

What are your top 3 killer features?

1) Automate marketing follow-up so the business owner or employees don’t have to do all of it. We use intelligent behavioral marketing, so the email messages can change depending on how the client reacts. This gives the business owner the ability to send personal email without having to type them up all the time.

2) Keep everything organized so no one slips through the cracks and all the leads, prospects and client’s information is in one place. We have a full contact management system that keeps the database organized.

3) Ecommerce – Unlike most systems that only do the contact management, we also have an ecommerce platform. This allows business owners to provide invoices, quotes, recurring payments and allows the client to pay online. Infusionsoft is the ecommerce, contact management and marketing, so when that client pays online or through another channel, it can update the contact record and change the marketing. This way the client doesn’t get an email a day or two later asking them to purchase when they just bought a few days ago.

How much might someone pay to use Infusionsoft?

Our monthly amounts normally range from $199-$299/mo. We also provide a coach to implement and help with marketing best practices. The cost for that ranges from $699-$1699 depending on the business needs. We set up several things that we have found to be the most vital to small business success. To learn more feel free to call me directly at 480-499-6849 or email [email protected].

What’s awesome about working there?

We have an amazing culture here. I run a small business on the side and Infusionsoft not only accepts that, but encourages it. We truly care about small businesses and our culture shows that. I get to help small business owners every day.

What’s your hobby?

Living in Arizona makes it nice and easy to golf all the time : -)

P.S. Check out Dasheroo’s free trial of Infusionsoft metrics in your Dasheroo dashboards!

[VIDEO] Dasheroo + Infusionsoft = Awesome Data Dashboard!

Not sure if you heard, Dasheroo brings in all of your Infusionsoft metrics into a nifty Dasheroo data dashboard!

And our man Alf is at it again with a short and sweet how-to video for understanding how to set it up and what you’ll get in your dashboard. You’ll get access to where your contacts are coming from, how much revenue is being driven by each channel and best of all you’ll see all of this right next to all of the other awesome metrics Dasheroo brings in from Facebook, Twitter, Facebook Ads, Instagram and 30+ other applications you’re probably using to run your business.

What are you waiting for? Get a free month of Infusionsoft metrics on your dashboard by signing up here! Use promo code: infusionsoft-trial. After your trial is over it’s just $19/month!

Your Own Custom Data on a Dasheroo Data Dashboard

All companies have a ton of data and it’s all over the place. I mean we created Dasheroo because of that very problem. Access to data in Facebook is different from Twitter is different from Google Analytics and the list goes on. One of the benefits of Dasheroo is the art of visualizing that data in the same format so you can really compare apples to apples and know what you’re looking at.

Dasheroo custom data dashboard

Good to know we had just one bad day, then it’s all smooth!

But we’ve seen a very large chunk of people lately using us to get access to internal data that they’ve never been able to see. Huh? I mean we thought that folks would have their data in a spreadsheet and for that we pull data from Google Sheets. But internal data was an interesting one. We built it from the start (thanks James!) but the usage of the product has been a) going through the roof and b) being asked for by huge companies you’d be surprised by.

Think about it, you’re probably in a company where your CFO or head of finance/accounting has access to some great data that might help you market, sell and make better decision with. Conversely if you are the head of finance you might want an easy way a) to get data to the masses (so they’ll quit buggin’ ya) and b) to see what marketing is spending money on and sales are closing.

With access to a custom data dashboard you can view things like:

  • When specific sales or legal contracts are expiring –
  • How many people buy product a and b together, how many don’t
  • How many errors you’re getting on your website
  • How many people are signing up or logging into your online product
  • How many users are churning out (canceling their account)

So here’s what you’ll need: 1 web developer + a web server + 15 minutes of time. Then POOF, you’ll have your data on your dashboard continuously updated! Watch this short video and show them this extremely short documentation!

New Release: Add Notes on Your Dasheroo Dashboards!

We’ve been asked by so many of our users to add simple notes to their dashboards and why not? Notes personalize your dashboard even more.

Dasheroo dashboards: NotesWhy would you use a note?

  • You want to describe in detail what the dashboard is to anyone you collaborate with.
  • They remind you what you’re looking at!
  • You want to make a note to yourself when you’re analyzing your KPIs and perhaps insert a link that has more information.
  • You want to leave a note for someone about a specific metric that went off the roof with a link to where the numbers are coming from.
  • You want to give a comprehensive description of how to use this dashboard. And because the notes SCROLL you can go crazy on the number of words you add in your note.

You can delete notes if they’re time-sensitive, you can add new ones, you can have as many as your plan allows!

There are so many ways in which notes can be incorporated into your dashboards for KPI tracking and explanations. Go ahead and add one!

Track Our Startup: HubSpot + New Platform Features on the Horizon

The team here has been busy with our new HubSpot dashboards release. We now have 13 new insights crossing CRM, sales and marketing for any HubSpot user. You can get a free month to try it out. Then it’s available for anyone who has our Grande or Venti plans.

Dasheroo dashboards: Notes

This is a “notes” feature you’ll be able to add to your dashboards!

Janine and I attended Infusionsoft’s ICON event in Phoenix. What a great team of people there and an awesome show for any business to get the need-to-know for all things marketing, sales, CRM and e-commerce related. Way to go guys! If you didn’t know we have Infusionsoft insights for Dasheroo. Check them out here, you can also have a free month trial just like HubSpot.

We’ve been working on our next P release, P is for Platform so that means features we’re working on happen across the entire product. Dasheroo users have been asking to include notes within a given dashboard. When we release this you’ll be able to add text that could be bold or italics and you can add a link! Pretty cool.

Another part of our P release is testing the ability to scroll within an insight. So say for instance you have 25 email marketing campaigns you wanted to see the results of. Right now we give you the ability to see the last 10. But if you segment your lists and happen to send more than 10 in a given week, you have to go to the native app. We’re testing the ability to let you scroll through 10, 25 and 50. You can imagine how we can then take that into your Tweets, Facebook posts, Instagram Analytics and anything you do a bunch of times. Great job to James and his awesome team.

We continue to march down the investing path. It’s not a great time to be raising money. We’re also talking to strategic partners. We read this great interview with Heidi Roizen that really talks about choosing the right VC, we really like her:-)

The Most Important KPI to Track: Revenue

Money, money, money. There is nothing more important to your business than revenue. It doesn’t matter which strategies you implement to boost revenue. What matters is that you are happy with this überly important KPI.

But let’s backtrack for a second. You can’t sit around and hope for the best. If you want to generate more revenue, it’s important to understand the steps you can take to make this happen.

Here is the million dollar question: what steps are you taking to reach your revenue goals?

Below are three KPIs to track, all of which will have an impact on your bottom line:

Screen Shot 2016-02-17 at 11.45.15 AM1. Website Traffic KPIs

Of course the more qualified traffic your website gets the greater chance you have of making a sale. When you combine increased traffic with a focus on conversion rate optimization, it won’t be long before you notice a positive impact on revenue. We wrote this article on how we increased our own conversion rates at Dasheroo.

Don’t get so caught up on the total number of visitors that you overlook other traffic metrics such as:

    • New users – You want to focus on “new” people that come to your site and watch if they’re converting to a sale.
    • Returning users – You want to keep this number constantly growing but your New Users should always be greater than returning users!
    • Top keywords – You should always keep an eye on your search engine optimization queries in Google Analytics to see where your position is and what keywords are getting people to your site.
    • Referral sources – If you see that a specific site you’ve been listed on is giving you quality traffic, you should reach out to the site owner to see what more you could be doing together. Obviously something it working.
    • Most visited pages – Make sure you optimize your most visited pages for conversion.

Screen Shot 2016-02-17 at 11.44.54 AM2. Conversions KPI

You can generate as much traffic as you want, but you won’t make any money if you aren’t converting visitors into buyers.

This is why it’s essential to fully understand your sales cycle. This can be accomplished through the implementation of a conversion funnel. With this data guiding you, you can tweak your sales process to generate more leads and close more deals.

At Dasheroo we just listed out all of the customer touch points whether it be via email or a person. Then we automated some of the manual work and brought our “days to pay” in a few days and our conversion rates increased!

Screen Shot 2016-02-17 at 11.48.29 AM3. Lead Generation KPI

Every purchase, regardless of size, starts with a lead. Some prospects will make an immediate purchase. Others, however, remain in your pipeline for an extended period of time.

Increasing revenue means generating more leads. It also means knowing the origin of your leads, cost of acquisition, and lead to sale ratio. We’ve got a ton of information on Sales KPIs.

By far, revenue is the most important KPI you can track. Just make sure you have a clear idea of which KPIs help you reach your revenue related goals. This is as simple as working backwards!

Social Selling: 5 Thing To Do to Get Started

When it comes to the overall sales process, social selling using your social networks can be your best friend and you want it to be. Any help to get to the “yes, I’ll take two” is a great channel for you to cultivate. Social selling is defined as: the process of developing relationships as part of the sales process. Today this often takes place via social networks such as LinkedIn, Twitter, Facebook, and Pinterest, but can take place either online or offline.

Those who take the right approach to social selling continually generate positive results. And those who “hope something sticks” are not typically happy with where they end up.

Fortunately, social selling is not rocket science. It can be extremely simple and straightforward if you know what you are doing. Here are three ways to use social media to your advantage. At Dasheroo we take social selling serious and use all of these ideas when it comes to closing a deal.

Twitter Engagement for social selling

Using a tool like Hootsuite you can easily track what your customers are doing and ReTweet right from there!

Engage on Twitter

Once you set your sights on a target, you can use Twitter to search and find your target customer. The first steps to take:

  • Follow your target and their company (many times they have multiple Twitter accounts.)
  • Retweet their content.
  • Mention them in your own tweets and make sure you include their Twitter handle!

If your prospect is savvy, they’re looking at the emails they get from Twitter telling them who is Retweeting them and sharing their content. This will hopefully make them follow you back and take interest in what you’re putting out on Twitter.

Twitter is a powerful tool for those who are interested in social selling. You may be surprised at how much progress you can make with 140 characters or less.

Connect on LinkedIn

LinkedIn Company Connections

Target your customer and connect with them on LinkedIn through the “company” search.

With more than 400 million registered members, LinkedIn is the place to be for person to person selling. It is the professional network, providing the opportunity to put your social selling skills to the test. The key is that you need to be “connected” to a lot of folks in your industry and in your target audience. So:

  • Search the company name on LinkedIn
  • You’ll see who are your 1st-3rd degree connections
  • Connect with the appropriate people
  • Also, identify your target prospects using the advanced search in LinkedIn. It’s incredibly powerful.
  • Send the person a connect request.
  • Follow their company.
  • Send them an InMail if the connect OR upgrade to Premium and you have several InMails/month to send

We have had so much great luck on LinkedIn at Dasheroo. Check out 3 Easy Ways to Use The Power of LinkedIn Marketing.

Facebook for Business

Many people look at Facebook and see nothing more than pictures of cats, DIY projects, and happy families. On the contrary, while Facebook is a great way to stay in touch with friends and family, it can also be used as a P2P sales tool.

Getting started is as simple as liking the company page and liking, sharing and commenting on their posts. Over time, you can move the conversation from Facebook to another platform, such as LinkedIn or email.

Tools to Use

The best way to follow these people is using a tool like Hootsuite. They have a free version and you’ll be able to easily follow people on multiple social networks, see what they’re posting and react accordingly.

Google Alerts is a great way to keep tabs on what’s going on with the companies you follow. Then you can go ahead and post about their news.

Grow Your Audience

Screen Shot 2016-01-20 at 1.31.20 PM

Use Dasheroo dashboards when social selling to track your growth over time.

You don’t need a large following to achieve success with social selling, but it definitely helps. Be sure your audience is always growing, as this improves the likelihood of connecting with prospects who can one day be turned into paying customers.

With Twitter, for example, it is ideal for your follower count to increase day after day, month after month. This means more opportunity to sell. It also means more people listening to what you have to say.

What are your thoughts on P2P social selling? Are these tips enough for you to get started?