Unified Marketing and Sales Dashboard Template

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Enhance the synergy between your marketing and sales teams with a unified dashboard designed to track key metrics and align departmental goals. This template guides you through defining KPIs, designing and developing the dashboard, and ensuring its successful implementation and continuous improvement.

By using this template, you can foster collaboration between marketing and sales, improve efficiency, and ultimately drive better business results in the CRM industry.

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Unified Marketing and Sales Dashboard for Priority Matrix

Unified Marketing and Sales Dashboard in Priority Matrix

Create a unified dashboard for marketing and sales to align and achieve targets efficiently.

You can start using Unified Marketing and Sales Dashboard or other Crm Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Important & Urgent

  • Design Dashboard Layout
    ☐ Sketch initial design ideas for the dashboard ☐ Finalize design based on feedback
  • Identify Key Metrics for Dashboard
    ☐ Define key performance indicators (KPIs) for marketing and sales ☐ Align KPIs with business objectives

Important & Not Urgent

  • Develop Dashboard
    ☐ Code the dashboard based on the final design ☐ Integrate dashboard with CRM system
  • Test Dashboard
    ☐ Conduct functionality testing ☐ Perform user acceptance testing (UAT)

Not Important & Urgent

  • Train Marketing and Sales Team
    ☐ Conduct training sessions for marketing and sales teams ☐ Provide support materials

Not Important & Not Urgent

  • Iterate and Improve Dashboard
    ☐ Implement improvements based on feedback ☐ Release updates as necessary
  • Launch Dashboard
    ☐ Deploy dashboard in production environment ☐ Announce launch to teams
  • Monitor Dashboard Usage
    ☐ Track usage statistics ☐ Gather user feedback