Case Study: Maximizing Sales with the Ultimate Sales Dashboard

Background

Sales leaders often face the challenge of spotting early warning signals in customer behavior. A sudden drop in sales from a top customer can easily go unnoticed until it’s too late. Traditional reporting tools fail to highlight these changes with clarity, leaving room for excuses like seasonal fluctuations or market noise.

To address this, we designed the Ultimate Sales Dashboard—a portfolio item built to give decision-makers clear, actionable insights without guesswork.

The Challenge

• How do we identify customers whose sales have dropped significantly?

• How do we remove excuses like seasonality or timing of festivals?

• How do we connect the right insights with immediate human action?

  
  

The Solution: The Ultimate Sales Dashboard

The dashboard answers these challenges through a Sales View – Customer tab, focused entirely on customer-level performance.

Key Features

1. Rolling 12-Month Comparisons

   • Sales performance is compared against the exact previous 12-month cycle.

   • This eliminates seasonal or timing excuses.

2. Customer Drop Alerts

   • Customers with more than 20% decline in sales are flagged.

   • Example: A client who purchased $100,000 last year but only $80,000 this year.

3. Client Resume File

   • Clicking on a client’s name generates a detailed profile.

   • Shows which items they purchased, which products declined, and which have been discontinued.

4. Item-Level Insights

   • Example: KSL Food Market had stopped buying Alienware Laptops and MacBook Pros.

   • Identifies which items are “out of trend” and whether this pattern exists across other customers.

5. Trend Validation Across Customers

   • By checking similar customers (e.g., Libera), sales teams can validate whether new products are gaining popularity elsewhere.

   • Helps identify whether the issue is client-specific or a market trend shift.

The Impact

• Proactive Engagement: Sales reps can call customers immediately—“Hey, your sales dropped 20%, what’s going on?”—armed with item-specific insights.

• Trend Alignment: Helps ensure new trending products are pitched to customers still buying older, declining items.

• Data-Driven Action: No more relying on gut feel—over 110 KPIs in the dashboard answer nearly any sales question.

Conclusion

The Ultimate Sales Dashboard transforms sales data into direct, human-level action points. Instead of drowning in numbers, sales teams know exactly which customers to reach out to, which products to push, and how to realign strategies with market trends.

This is just one example—our dashboard covers customer lifetime, cohort analysis, churn prediction, and more than 110 KPIs designed to maximize revenue.