Monthly Sales Dashboard
Track MRR, new accounts, and daily sales in real-time.
What is a Monthly Sales Dashboard?
A Monthly Sales Dashboard gives your entire team a real-time, transparent view of progress toward sales targets, no manual updates required.
When your sales team can see business targets and current performance in one place, it creates alignment across the department. No one has to wait for a weekly status report pulled from a spreadsheet that needs constant updating, or paste numbers into a chatbot and explain the context from scratch.
This sales dashboard tracks KPIs reported on a monthly cadence, including Sales Today, New Accounts This Month, and MRR This Month. The result: your team knows where they stand without having to go looking.
A Monthly Sales Dashboard is a strong fit for teams that:
- Want to track sales performance in real-time rather than waiting for end-of-month reports
- Have business targets to report on and need a clear view of progress at any point in the month
- Want confident, consistent numbers without digging through spreadsheets or reconciling data across tools
- Are ready to move beyond Excel for tracking sales metrics and KPIs
How to build a Monthly Sales Dashboard
You can build a Monthly Sales Dashboard using data from your CRM, charted against your business targets. Here's how:
- Create a CRM report that tracks the sales KPIs you report on each month.
- Define your monthly targets for each KPI you want to monitor. A spreadsheet works fine for this step.
- Build data visualizations that compare monthly performance against those targets.
- Distribute the dashboard to your team via a TV monitor in the office, a shared link, or scheduled email reports so everyone stays aligned.
Key metrics to include
Your Monthly Sales Dashboard should surface the numbers your team acts on. Common metrics include:
- Sales Today: Daily revenue to gauge momentum against monthly targets
- New Accounts This Month: New customer acquisition tracked in real-time
- MRR This Month: Monthly Recurring Revenue to monitor subscription growth
- Expansion MRR: Revenue growth from existing accounts through upsells or cross-sells
- MRR Retention Rate: How effectively your team retains expected monthly revenue
- Sales by Region: Geographic breakdown to identify top-performing markets
Examples of sales metrics to add to your dashboard
Since building a Monthly Sales Dashboard is tied closely to your CRM, here are a few examples of what you can build with Klips.
Sales This Month
Monitor your Sales This Month and compare to the average of the last three months.
Revenue and wins by type
Understand what types of opportunities are bringing in the most revenue.
Accounts by country
See the location of your Salesforce accounts.
Customers (last 24 hours)
See how many Stripe customers you gained and lost in the past 24 hours, and compare to the previous period.
MRR Retention / Expansion Rate
Monthly Recurring Revenue is central to many businesses. Track how effectively your team retains and grows expected monthly revenue.
Create custom dashboards for you and your team.
Get started with KlipsStart building your Monthly Sales Dashboard
A Monthly Sales Dashboard replaces scattered spreadsheets with a single, always-current view of your team's performance. When everyone sees the same numbers, decisions happen faster, targets stay front of mind, and your team spends less time figuring out where things stand and more time acting on it.
