Sales intelligence dashboards
Salt builds sales intelligence dashboards for B2B teams that need a connected view of customers, orders, territories, and product trends. Use cases include at-risk account reviews, reorder planning, territory reporting, and product opportunity analysis.
Example use cases
These are examples, not a complete list of what we can build. We develop custom solutions around your business process, including use cases not listed here. Delivered client work is identified separately below.
Representatives notice a change in buying activity too late.
Plan for: A flag is a reason to investigate, not proof that a customer will leave.
Discuss this use caseFollow-up timing depends on individual memory and spreadsheets.
Plan for: Seasonality and one-off purchases must be considered before treating a pattern as recurring.
Discuss this use caseManagers cannot compare performance using consistent definitions.
Plan for: Agree how reassigned accounts and historical ownership affect comparisons.
Discuss this use caseTeams cannot easily see which product categories an account buys.
Plan for: Purchase gaps alone do not establish demand or justify an automatic recommendation.
Discuss this use caseYour project can adapt these examples, combine several workflows, or solve a different problem. Tell us what you need to achieve and which systems you use. We’ll define the scope, integrations, and a practical first release with you.
The solution in action
An illustrative flow to make the scope tangible. We adapt the steps, roles, and controls to your business.
Reconcile customer identities and agree metric definitions.
Review buying patterns, product mix, and account health signals.
Give the account owner the context needed for a conversation.
What we can build
Explore recency, frequency, value, and buying trends.
Compare accounts and performance across geographic areas.
Use historical patterns as prompts for investigation and outreach.
Relevant delivered project
Salt built an analytics platform for a US promotional products distributor to bring customer account health, sales performance, and reorder patterns into one workspace.
Explore what Salt deliveredRead the project scope and implementation details to assess the fit for your business.
Plan before you build
Order history, account ownership, returns and revenue definitions, territory rules, and refresh expectations.
Data reconciliation errors, reporting freshness, dashboard usage, and follow-up completion. Business impact requires a baseline and attribution plan.
One sales team, a reconciled order dataset, and a small set of agreed decision metrics.
Define the workflow, test the uncertain parts, and release an agreed scope. Use the pilot to decide what belongs in the next stage.
Before you decide
Connected expertise
Let’s define a useful first release
Bring your current workflow, the systems involved, and the outcome your team needs. We’ll help identify a practical starting scope.
