The e-commerce agency market is ultra-competitive. For each call for tenders, you compete with dozens of other providers. What makes the difference is your ability to project the prospect into the final result. And that’s exactly what a dashboard simulator allows. The closing is emotion Contrary to popular belief, the B2B purchasing decision is not purely rational. Harvard Business Review studies show that 95% of purchasing decisions are emotional , even in B2B. A prospect who “feels” the potential of your collaboration will sign more easily than a prospect who coldly evaluates a quote. This is why the best agencies invest in high-end presentation tools. And the simulated dashboard became the secret weapon of those which close the most. The winning workflow in 4 steps Step 1: Diagnosis (first call) On the first call, retrieve the prospect's current metrics. If the prospect does not know them (frequent), estimate them: Traffic — use SimilarWeb or Google Analytics data that the prospect can share Conversion rate — ask for the number of orders / number of visitors Average basket — Monthly turnover / number of orders Note the pain points: low conversion rate , stagnant average basket , expensive acquisition. Step 2: The screening (between the two calls) With DashSim, create a Shopify dashboard showing metrics After your intervention. The golden rules: Be realistic — +30% conversion is credible, +300% is not Base yourself on benchmarks — check out our Shopify metrics guide for reference figures Show progress — not a miraculous end result, but a consistent improvement Step 3: The presentation (second call) During the second call, share your screen and show the dashboard in real time. The prospect sees its future dashboard , with moving numbers, animated graphics, just like in Shopify. The recommended presentation script: “This is your current situation” — summarize the metrics collected “Here is our action plan” — briefly explain your areas of optimization “And here is the result” — switch to the DashSim dashboard Leave a silence. Let the prospect visually absorb it. The effect is immediate. Learn more about presentation techniques in our article on how to impress your customers with data . Step 4: Closing The question is no longer “can this agency help me?” » but “when do we start?” ". You have transformed an abstract proposition into a concrete vision. The prospect projects — and a prospect who projects himself is a prospect who signs. Concrete ROI for your agency Agencies that have adopted this approach are finding: Closing rate improved by 35% — visual demonstrations create emotional engagement that PDF quotes cannot achieve Sales cycle shortened by 20-30% — the prospect makes his decision faster when he can visualize the result Immediate differentiation — 95% of your competitors send PDF quotes. You show the result Increase in average ticket — a prospect convinced by the vision is ready to invest more Common agency mistakes Showing a too perfect dashboard: if the figures are unrealistic (+500% growth), the prospect will lose confidence. Stay credible. Not preparing the context: the simulated dashboard is the climax of your presentation, not the beginning. Prepare the ground with the diagnosis and action plan. Forget to personalize: a generic dashboard is not convincing. Adapt the figures to the sector and the size of the prospect. Why DashSim is the ideal tool for agencies DashSim is designed for professionals who want to go fast. In less than 60 seconds, you have a complete Shopify dashboard, personalized with your figures, ready to be presented. With the lifetime offer at €26.99, it is probably the most profitable investment an e-commerce agency can make for its commercial process. A single contract closed using DashSim reimburses the tool hundreds of times.
The e-commerce agency market is ultra-competitive. For each call for tenders, you compete with dozens of other providers. What makes the difference is your ability to project the prospect into the final result.
And that’s exactly what a dashboard simulator allows.
The closing is emotion
Contrary to popular belief, the B2B purchasing decision is not purely rational. Harvard Business Review studies show that 95% of purchasing decisions are emotional, even in B2B. A prospect who “feels” the potential of your collaboration will sign more easily than a prospect who coldly evaluates a quote.
This is why the best agencies invest in high-end presentation tools. And the simulated dashboard became the secret weapon of those which close the most.
The winning workflow in 4 steps
Step 1: Diagnosis (first call)
On the first call, retrieve the prospect's current metrics. If the prospect does not know them (frequent), estimate them:
- Traffic— use SimilarWeb or Google Analytics data that the prospect can share
- Conversion rate— ask for the number of orders / number of visitors
- Average basket— Monthly turnover / number of orders
Note the pain points: low conversion rate, stagnant average basket, expensive acquisition.
Step 2: The screening (between the two calls)
With DashSim, create a Shopify dashboard showing metrics After your intervention. The golden rules:
- Be realistic— +30% conversion is credible, +300% is not
- Base yourself on benchmarks— check out our Shopify metrics guide for reference figures
- Show progress— not a miraculous end result, but a consistent improvement
Step 3: The presentation (second call)
During the second call, share your screen and show the dashboard in real time. The prospect sees its future dashboard, with moving numbers, animated graphics, just like in Shopify.
The recommended presentation script:
- “This is your current situation” — summarize the metrics collected
- “Here is our action plan” — briefly explain your areas of optimization
- “And here is the result” —switch to the DashSim dashboard
- Leave a silence. Let the prospect visually absorb it.
The effect is immediate. Learn more about presentation techniques in our article on how to impress your customers with data.
Step 4: Closing
The question is no longer “can this agency help me?” » but “when do we start?” ". You have transformed an abstract proposition into a concrete vision. The prospect projects — and a prospect who projects himself is a prospect who signs.
Concrete ROI for your agency
Agencies that have adopted this approach are finding:
- Closing rate improved by 35%— visual demonstrations create emotional engagement that PDF quotes cannot achieve
- Sales cycle shortened by 20-30%— the prospect makes his decision faster when he can visualize the result
- Immediate differentiation— 95% of your competitors send PDF quotes. You show the result
- Increase in average ticket— a prospect convinced by the vision is ready to invest more
Common agency mistakes
Showing a too perfect dashboard: if the figures are unrealistic (+500% growth), the prospect will lose confidence. Stay credible.
Not preparing the context: the simulated dashboard is the climax of your presentation, not the beginning. Prepare the ground with the diagnosis and action plan.
Forget to personalize: a generic dashboard is not convincing. Adapt the figures to the sector and the size of the prospect.
Why DashSim is the ideal tool for agencies
DashSim is designed for professionals who want to go fast. In less than 60 seconds, you have a complete Shopify dashboard, personalized with your figures, ready to be presented.
With the lifetime offer at €26.99, it is probably the most profitable investment an e-commerce agency can make for its commercial process. A single contract closed using DashSim reimburses the tool hundreds of times.