Sales Status Dashboard

What is a Sales Status Dashboard?

How is your sales team performing right now? A sales status dashboard answers that question at a glance. It provides a clear, real-time view of regional sales, tracks progress towards targets, and monitors overall revenue growth.

This sales dashboard example is designed for action. Sales professionals need to know the status of opportunities, leads, and prospects instantly. The dashboard uses visual cues like colour and icons to provide an immediate signal when something in the sales process needs attention, helping your team stay focused and effective.

Key metrics for your sales status dashboard

To get a complete view of your sales performance, from lead generation to closed deals, your dashboard should feature these essential metrics:

• Sales Revenue Growth: This is the ultimate indicator of your success. Track your revenue growth to understand if you are expanding your market share and hitting your top-line targets.
• Sales Opportunities: A healthy pipeline is the foundation of future sales. Monitoring your open opportunities helps you forecast future revenue and manage your sales cycle effectively.
• Sales Bookings: Track the total value of all signed contracts. This metric gives you a clear picture of the revenue your team has successfully secured over a specific period.
• Quote to Close: Measure the efficiency of your sales team. A high quote-to-close ratio indicates your team is effective at converting interest into revenue.

You can stop chasing down numbers and build a single source of truth for your team. Use Klipfolio Klips to create a custom sales status dashboard that connects to all your data and gives everyone the real-time visibility they need to succeed.