What are the best practices for creating and presenting presales dashboards to prospects and stakeholders?

I agree, but I also feel that the key is to just listen and make sure that you come ahead with insight. Disqualify them before you get to this pre-sales dashboard so that you don’t waste time giving away free information.

Before building your presales dashboard, it's important to think about a few things. First, you'll need to figure out what metrics you want to track, so you can avoid being like a lost puppy in a dog park. Next, consider the audience for the dashboard. You don't want to create something that's as confusing as a maze for them to navigate. Finally, be sure to make the dashboard visually appealing so it doesn't look like it was designed by a kindergartener with a crayon. After all, you want your dashboard to be as stunning as a Kardashian selfie!

When selecting tools and data for your presales dashboard, it's important to consider a few things. First, make sure you have the right tools for the job, because using the wrong tools can be as disastrous as trying to use a hammer to fix your computer. Second, choose your data sources carefully, or you'll end up with data that's as useful as a snowblower in the Sahara. And last but not least, don't forget to consider the user experience. You don't want your dashboard to be as painful to navigate as a dentist appointment or a traffic jam during rush hour. So remember, when it comes to presales dashboards, choose your tools and data wisely, and make it user-friendly.

People have a limited real time ability to consume data. You should not have to "explain your dashboard". Remember start with 5 things plus/minus 2. Don't overload them with "metrics on graphs on dashboards". Also ensure that the data is clear with respect time and scope. Transactions Per Minute vs Transactions Per Day vs Transactions Per Week vs Transactions Per Month.

To create a clear, concise, and compelling dashboard, there are a few principles to keep in mind. First, think like a chef and keep it simple. Don't try to cram too much information in, or your dashboard will be as confusing as a menu in a five-star restaurant. Second, use the right visualizations to make your data as clear as a glass of water. Don't try to make your data look fancy just for the sake of it, or your dashboard will be as confusing as a Rubik's cube. And lastly, remember that user experience is key. Don't make your dashboard as frustrating as a game of Minesweeper, or your users will abandon it faster than a hot potato. So, to summarize: keep it simple, use the right visualizations, and make it user-friendly.

Preparing to present your presales dashboard can be nerve-wracking, but fear not, there are a few tips to help you through it. First, practice your presentation until you can recite it like a Shakespearean monologue. Second, dress to impress, because no one wants to see you looking like a slob who just rolled out of bed. And lastly, make sure to bring snacks, because presenting your dashboard can be as draining as a marathon. So, practice your lines, put on your best outfit, and don't forget the snacks! After all, a well-fed presenter is a happy presenter.

Storytelling with data is an excellent way to have transparent and clear communication with maximum impact. Choosing the data and curating the story to make it understandable and easy to grasp will win any audience and create an opportunity for good quality discussions and collaboration - the right path to building trust and long term contractual agreements.

Following up with participants after presenting your presales dashboard can be as tricky as trying to catch a greased pig, but fear not, there are some tips to help you out. First, make sure to thank everyone for attending, even if they were as attentive as a cat chasing a laser pointer. Second, be sure to follow up with any questions or concerns, because no one likes to be left hanging like a pi?ata. And lastly, send a follow-up email with a catchy subject line, because everyone loves a good pun or a witty remark. So, thank your participants, answer their questions, and add a touch of humor to your follow-up email. Who knows, it might just make them smile!