What is a Sales Dashboard?
A sales dashboard is a tool designed to provide sales teams with a comprehensive, real-time view of their performance by visually displaying key sales metrics and data.
The dashboard provides an at-a-glance view of your sales team's performance. Sales teams operate in a fast-paced, target-oriented environment. Data-driven sales managers and reps closely monitor their individual and team performance on a daily basis so they can adjust or improve their strategies in real-time.
What is the purpose of a Sales Dashboard?
A sales dashboard is a quick way to visually display your progress so you can always have your finger on the pulse of your business. A well-designed dashboard will inform your sales leaders about issues or action items that require immediate attention.
A dashboard isn’t meant to replace your CRM. While your CRM tracks accounts, sales opportunities, and sales leads, a dashboard will provide you with a concise sales overview of actionable information in an easy-to-consume format.
How to create Sales Dashboards
All dashboards are built on the principle of pulling sales data into the platform and providing the sales reps with a visual representation of that data. Here’s a simple checklist for creating a sales KPI dashboard:
- Identify the sales metrics and KPIs you need to monitor to make data-driven decisions
- Identify where that data currently resides (CRM, Excel, Google Sheets, HubSpot, Salesforce)
- Determine how you want to view your dashboard (TV dashboard, mobile, or desktop dashboard)
- Evaluate a dashboard software vendor based on your requirements
- Pull data from your data services into the dashboard
- Choose appropriate visual representations for your dashboard
- Share the dashboard with your team and sales executives to encourage the adoption
What should I include in sales performance dashboards?
Sales dashboards should include the metrics and key performance indicators (KPIs) that guide your team. The purpose of a great dashboard is to track progress toward your sales goals and visualize the sales process. For sales reps, performance—whether it be through revenue, number of SQLs, or closed won deals—is a key indicator of success. Keep your core sales metrics and KPIs in mind when designing your dashboard.
How to design a Sales Dashboard
Designing a sales performance dashboard takes time. Be aware of how your dashboard will be used and who will use it. For most teams, the dashboard should be focused on the team’s needs without overloading on too much data. There is no such thing as a one-size-fits-all dashboard! For a full guide on dashboard design, check out our Starter Guide to Dashboard Design.
Dashboard Examples and Templates
In this section, we'll look at some common dashboard templates and examples. These can help you create a dashboard that fits your team's needs. The best dashboards clearly show important and helpful information for your sales team.
Revenue and sales volume dashboard
This template tracks revenue growth and items sold over time. It can show monthly, quarterly, or yearly sales and break down sales by product or service. This dashboard helps managers watch the overall performance and find areas to improve the sales pipeline using real-time data.
Sales funnel dashboard
A sales funnel dashboard follows leads and opportunities in the sales cycle. It can show things like conversion rates, win rates, lost deals, and average deal size. This dashboard helps sales reps find problems in the sales process and improve their sales strategies.
Sales rep performance dashboard
This sales rep dashboard template shows how well each sales rep is doing. Managers can see their team's strengths and weaknesses. It can show things like deals closed, money made, and goals met. This dashboard helps motivate team members to reach their targets.
Sales target and quota dashboard
A dashboard about sales targets and quotas can show how close teams are to reach their goals. This template might show the percentage of the goal met, the number of deals needed, and a comparison of actual sales versus expected sales.
Territory and regional dashboard
This template tracks sales performance in different areas or territories. It can show which areas of the sales pipeline do well and where there's room to grow. Sales metrics like revenue made in a region, market share, and customer information can be included.
A sales leaderboard is a way to show how well each sales team member is doing compared to others. It helps motivate them by encouraging friendly competition. Sales leaderboards track things like deals closed, money made, or progress toward goals. They show this information in a simple, clear way. By using a sales leaderboard, teams can see who is doing well, find areas to improve, and help each other learn new skills. This can lead to better sales results and a more successful team.
To use these sales performance dashboard examples and templates, think about your sales team's needs and customize the dashboard for them. By showing useful information, your sales dashboards will help improve sales and achieve your team's goals.