I jumped straight into metrics without clarifying who exactly 'sales leaders' meant or what decisions they'd actually be making with this thing.
Start by clarifying the goal of the dashboard and the specific sales leader personas who will use it. Then define the key metrics and data sources that align with their needs, and structure the dashboard into logical sections for easy monitoring and action. Finally, discuss how you would prioritize features and iterate based on feedback.
Pro tip: Focus on actionable metrics that drive decisions, not just vanity metrics. Show how the dashboard would integrate into the sales leaders' workflow to prompt specific actions.
Ask questions to understand the primary goals of the dashboard and the specific sales leader roles (e.g., VP of Sales, regional managers) who will use it. Identify their key decisions and pain points.
Select metrics that align with the objectives, such as revenue, pipeline health, conversion rates, and product usage. Identify internal data sources (CRM, analytics) and any external data needed.
Organize the dashboard into sections (e.g., overview, trends, drill-downs) and choose appropriate chart types for each metric. Ensure it supports both high-level summaries and detailed exploration.
Prioritize features based on impact and feasibility, and propose an MVP. Outline a plan for gathering user feedback and iterating to improve the dashboard over time.
AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.