Best Practice Report

The Forrester Sales Dashboard Review Process

March 9th, 2020


Sales dashboards are primary vehicles for displaying performance and facilitating a data-driven sales culture. Many B2B sales organizations maintain ineffective dashboards that fail to support quality decision-making. Dashboards are required vehicles for data-driven B2B organizations to understand performance and drive improvements. Conduct a dashboard review to identify the improvements the organization should make to its sales reports and dashboards. In this report, we introduce the Forrester Sales Dashboard Review Process, which provides the critical inspection points for conducting a comprehensive sales dashboard review, as well as the prerequisites for getting started.

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