Do you manage a sales team? Have you ever wondered how successful sales leaders keep track of their team’s performance?
As a sales manager, it can be quite overwhelming to monitor the progress of each sales rep, track key metrics, and make sure everybody achieves their sales targets.
With a sales dashboard, however, you can track the sales performance of your team and stay on top of things with much less effort and confusion.
A sales dashboard helps you understand whether your sales reps are meeting their revenue targets. This allows you to plan ahead, in terms of decision making, determining the compensation and bonuses, and addressing any bottlenecks in their initial stages.
With the right sales dashboard, you can visualize your sales team’s performance for any given time period, gather sales data from various sources, and summarize it all into a single report.
Today, most sales reporting platforms come with built-in sales dashboard templates that can create visual reports of your key performance indicators (KPIs).
In this blog post, we’ll show you 16 sales dashboard examples that can help you get started.
Table of Contents
16 Sales Dashboard Examples to Make Sales Exciting
Most of the dashboards we’ve presented here are generated from EngageBay, but not all.
If you like any of these, feel free to try EngageBay as your sales tracking tool — you’ll get a conversational inbox, customized reporting, goals, call scripts, proposals with analytics, in-app calling with auto dialler, call records, sales automation, leaderboard, and more.
#1. Overall Sales Performance Dashboard
If you are looking for a platform that shows all the aspects of your sales performance, an overall sales performance dashboard works best.
The sales dashboard example here displays all the information that your business might require to assess sales performance, including the revenue generated by each sales rep, month-over-month growth, sales pipeline breakdown, monthly revenue forecast for each product or service sold, and the sales pipeline for every team member.
Moreover, the overall sales performance dashboard shows you insights based on the most important metrics determined by your company and determines whether your sales team is on track to achieve their targets.
The data has been presented in a digestible and easy-to-understand manner, through the use of bar charts.
#2. Upcoming Tasks Dashboard
Want to know how to keep a track of future tasks and deadlines? That’s right, with the help of the upcoming tasks dashboard.
The above image shows how a sales representative can keep a tab of the things they need to do, the number of open tasks, and the due dates for the completion of these tasks.
It also shows the work that is in progress and the different stages that each task is in.
By having an upcoming tasks dashboard, sales personnel can build their daily and weekly schedule, and know which tasks need immediate attention and those that can be done later.
It also saves time for sales managers, as they don’t need to send constant email reminders for deadlines or ask their teams regarding the status of various projects.
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#3. Sales Leaderboard Dashboard
Do you wish to promote some competition among your team members?
A sales leaderboard dashboard helps you do exactly that.
A sales leaderboard lets you rank your sales reps based on the number of deals sealed by them, the revenue that they have generated, the number of calls made, and how many tasks were accomplished, in a given period of time.
As a result, employees are further motivated to perform better and more efficiently, which, in turn, leads to greater revenue and more deals for the organization.
It may also help sales managers track underperforming employees, and discuss steps to improve their sales performance.
#4. Product Performance Dashboard
If you are interested in gathering revenue data product-wise, the product performance dashboard is something you should look at.
Here, you will get a breakdown of the different ways by which sales were generated. The dashboard makes use of pie charts, bar charts, and line graphs to demonstrate how a firm earned its revenue in a particular period.
The example shown here shows the products that brought the most revenue, along with the sales generated online versus in-store, the breakdown of the cost of goods sold month-wise, and campaign-wise incremental sales.
The data has been displayed in the form of various charts, helping you and your team members grasp information quickly.
#5. Field Sales Mobile Dashboard
Is your sales team always on the move? If yes, then the field sales mobile dashboard will be useful for you.
Zoho’s sales dashboard helps you and your reps to track their sales performance outside the office as well. Be it on the field or in the office, have a mobile-responsive sales dashboard that can visualize sales performance anywhere and at any time.
The field sales mobile dashboard optimizes the platform to show you the relevant sales data on your smartphone, including upcoming tasks, deadlines, customer interactions, calendars, and related sales activities.
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#6. Win/Loss Dashboard
For a sales manager, an important indicator of performance is the number of deals that were closed in a given time period.
The Win/Loss dashboard helps you with exactly that. This sales dashboard example shows you the overall value of deals that were made at a particular time, along with the value of deals that were won or sealed and the value of deals that are still in progress.
Further, the platform helps you track the deals made by every team member, along with the number of deals sealed and those that are on hold.
This helps you identify any areas for improvement and how you can close deals faster. Moreover, it can also enable you to monitor sales performance employee-wise, and find reasons why some reps are underperforming.
#7. Sales Activities Dashboard
If you are interested in finding out what your sales team members do during the day, the sales activity dashboard is what you should look for.
The sales activity dashboard provides an overview of what your sales reps are doing during their work hours.
The dashboard shows a collection of pie charts and visuals depicting the sales activities undertaken by your team.
This includes the number of deals created, calls made, the number of emails sent, and how many activities were conducted for every deal made.
#8. Time Tracking Sales Dashboard
Another way to track your sales team’s activities is by using the time tracking sales dashboard.
This dashboard is particularly useful for companies that have sales reps who are always on the go.
It helps organizations track where their sales personnel are spending the maximum and minimum amount of time, and how much revenue they are generating as a result.
You can also get data on which clients your team is working on the most, and the number of billable hours as a result.
#9. Sales Performance Dashboard
If your firm has operations across multiple regions, it is best to use a sales dashboard that provides a visual representation of sales performance region-wise.
The dashboard provides you with information regarding the region that is generating the most sales versus the region that has the least sales.
It also gives you insights into which products are being sold the most, along with a visual representation of the products that are sold the most for each territory.
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#10. Top Performing Sales Dashboard
To find out which clients have generated the most revenue, the top performing sales dashboard is suitable.
Using the top performing sales dashboard, you can find out which customers or accounts have resulted in the maximum value of sales during a particular period of time.
This also helps you understand which products customers are buying the most.
Accordingly, you can create and implement sales strategies to generate more sales from the highest-performing accounts, and find out ways to re-target inactive customers.
It will also help you reframe your marketing plans in case the top-performing customers are not generating many sales.
#11. Deal Performance Dashboard
To get insights into sales analytics, you should use the deal performance dashboard.
Under the deal performance dashboard, you will get all the information that you need regarding the deals that have been closed and those that are expected to close in the future.
The dashboard also provides data on any pipeline changes that took place during a particular period of time, deals closed per team member, and the number of deals at every stage of the sales process.
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#12. Sales Manager Dashboard
For a sales manager, it is crucial to keep a track of how their team is performing, and accordingly redesign the sales process.
With the sales manager dashboard, managers can have an overview of their company’s sales performance daily, weekly, or monthly.
Using the sales manager dashboard, leaders can visualize the number of new accounts acquired, the number of deals closed versus the number of targeted deals, and the monthly recurring revenue (MRR).
For businesses that have operations across different regions, the data on wins by region is also available.
#13. Sales KPI Dashboard
The sales KPI dashboard is one of the most important forms of sales dashboards for sales and marketing teams.
A sales KPI dashboard helps you track high-level sales metrics that emphasize operational and strategic data necessary to run the organization while improving the quality and performance of sales targets.
Using a sales KPI platform, companies can track the number of sales made, any new revenue generated, profit earned through sales, and a breakdown of the sales and marketing expenditure.
What’s more, you can review employee performance directly using the sales KPI dashboard, as it provides data on the sales and profit generated by individual sales reps.
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#14. Sales Cycle Length Dashboard
With the sales cycle length dashboard, you can find out the average number of days, weeks, or months it takes for a sales rep to identify a lead and convert them into a customer.
If you are looking to shorten and make your sales cycle more efficient, this dashboard is ideal for you.
Not only can you find out and address any bottlenecks that might be increasing the duration of your sales cycle, but also access data regarding the lead conversion rate and cycle length for each sales team member.
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#15. Sales Forecasting Dashboard
The sales forecasting dashboard set up as a sample in EngageBay helps sales teams and managers plan for the future.
It provides an insight into how revenue and sales can increase or decrease within a given period of time.
The dashboard also helps you compare your current pipeline to your future targets, and accordingly address any bottlenecks that might be preventing your team from achieving their sales goal.
#16. Sales Opportunity Dashboard
If you are looking to explore how to expand your customer base and close more deals, the sales opportunity dashboard works best for you.
Using this dashboard, you can track the number of sales opportunities available by region along with their valuation, and currency opportunities available.
It also shows the potential revenue that you can gain by acquiring new customers, and you can generate member-wise sales data across regions. You can also see the opening and closing ratios for each salesperson.
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How to Create the Perfect Sales Dashboard
Now that you have looked at some examples of sales dashboards, it is time to create your own.
Here are some tips to help you get started.
#1. Decide the sales metrics you want to track
Before creating a sales dashboard, determine what sales indicators you wish to track.
Start by asking yourself questions like ‘What are the key performance indicators?’, ‘Which metrics are regularly reviewed by the company during performance meetings?’, and ‘Are some metrics considered more important than the others?’
These are some of the questions that can help you decide what to expect from a sales dashboard, and accordingly, create one for your team.
#2. Choose a sales dashboard platform
Once you have determined what type of sales dashboard you want, it is time to choose a sales dashboard provider.
If your company already uses a CRM tool, it is highly likely that it includes a sales dashboard as well.
However, if not, you can choose from a range of standalone sales reporting platforms that can help you either import or sync data to generate sales reports and metrics.
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#3. Identify how the dashboard will be used
Since there is no one-size-fits-all dashboard, it is important to know how the dashboard will be used.
To identify why you need a sales dashboard, start by asking questions such as who will be using the dashboard, how they will use it, whether the sales performance will be reviewed daily, weekly, or monthly, and what metrics or graphs will be used to assess performance.
You should also consider where the sales dashboard will be viewed – on a desktop, tablet, or smartphone.
#4. Keep it simple
While it may be tempting to include every metric and visual on your sales dashboard, it is better to keep it simple.
No one likes a dashboard that consists of all the metrics and graphs but is difficult to understand and decipher.
Hence, only include those parameters that are relevant to analyzing and tracking sales performance.
#5. Create reports for the sales dashboard
When it comes to generating sales reports, you can choose from a wide range of charts for data visualization.
Depending upon the data you are planning to use for reporting, you can either use line graphs, scatter plots, or bar graphs for comparing numbers, pie charts or area charts for breaking down the components of your sales, and line charts or column charts to track progress over a given period of time.
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Wrap Up
Employee performance management is critical to an organization’s success. Dashboards can help you visualize and analyze the overall sales performance of your organization.
They can help you detect and address problems before they spiral out of control and affect your bottom line. Sales dashboards can also help you communicate better with your employees so they can make better decisions and reach their goals.
If you want a super affordable CRM tool that can help you generate sales dashboards for various common and custom metrics, try EngageBay.
FAQs
What should I include in a sales dashboard? ›
- Lead Conversion Ratio.
- Customer Acquisition Cost (CAC)
- Customer Churn Rate.
- Customer Lifetime Value (LTV)
- Number of Sales Opportunities.
- Sales Target.
- Sales Growth.
- Sales Opportunity Score.
What is a sales dashboard? A dashboard is sales tech that provides a visual representation of your most recent performance metrics. It gives you a concise view of results-based data like sales-to-date, sales-by-region, lead conversion rate, sales growth, and so on.
What is sales performance dashboard? ›What is a sales performance dashboard? A sales performance dashboard allows sales team members, sales management and clients to easily track data sources and see whether sales forecasts are being met. Having a clear and reliable data set means there will be better decision-making.
What is a sales leadership dashboard? ›Sales Manager dashboards are designed to give Sales Managers a complete overview of the metrics they need to be effective in their role. The content of these dashboards can vary depending on the type of company they work for, or the product or service they are selling.
What are the 3 layers of dashboards? ›A dashboard can also be segregated into three different informational layers: Monitoring information utilizing graphical, metrics data for executives. Analysis information utilizing summarized, dimensional data for analysts.
What are the 3 most important things in sales? ›So, what does it take to be successful in sales? Being successful in sales and learning how to become better at sales boils down to 3 things: empathy, a genuine desire to help, and persistence.
What are 5 benefits of dashboards? ›- Total Visibility into Your Business. ...
- Big Time Savings. ...
- Improved Results. ...
- Reduced Stress. ...
- Increased Productivity. ...
- Increased Profits: As discussed, your dashboard shows you exactly which areas of your business are performing poorly.
The Trending Analytics Dashboard conveys authorization-related data including volume rates, decline rates, and settlement-to-authorization ratios. The Trending Dashboard displays four charts on a single page that convey authorization-related data for a specified date range and reporting group.
What are the 5 performance indicators? ›- Revenue growth.
- Revenue per client.
- Profit margin.
- Client retention rate.
- Customer satisfaction.
One of the most important KPIs for sales is the magic number, the lead conversion ratio – ostensibly the number of interested people that turn into paying customers. Some businesses have a 1 percent conversion rate and others might even reach 10 percent, and either could be succeeding in their field.
What are the main KPI of sales? ›
Key performance indicators (KPIs) in sales are the metrics used to measure how closely the performance of a sales team tracks to predetermined goals and how this performance impacts the business as a whole. This includes metrics like average leads generated per quarter and deal conversion rate.
What is a snowflake dashboard? ›Dashboards are flexible collections of charts arranged as tiles. The charts are generated by query results and can be customized. To learn more about charts in the context of worksheets, see Visualizing Worksheet Data. Dashboard tiles can be created from Worksheet charts.
What is a good dashboard design? ›Great dashboards are clear, interactive, and user-friendly. They need to communicate information at a glance through efficient data visualizations that will enable users to extract actionable insights, identify trends and patterns, and find improvement opportunities through a friendly online data analysis process.
What are the four elements of dashboard? ›Remember, the basic element of a dashboard are Objective (+primary and secondary drivers), Performance Indicator, Target and Activities.
What is the most important thing in a dashboard? ›Clean, automated data
In reality, the most important aspect of a great dashboard is the part that gets the least amount of attention: The underlying data. More than any other aspect, the data will make or break a dashboard.
They visually display the performance of key data points at a glance, revealing progression toward key goals. The most important part of a KPI dashboard is to know what your KPIs are and the best way to measure them.
What are the 3 C's of selling? ›- CARE. Any seasoned sales representative will tell you that you need to talk less and listen more. ...
- COMMITMENT. No deal is signed, sealed and delivered without some chase. ...
- CONSISTENCY. And of course, you need to offer consistent service and communication.
The 7Ps of marketing are – product, pricing, place, promotion, physical evidence, people, and processes. The 7 Ps make up the necessary marketing mix that a business must have to advertise a product or service.
What are the 5 P's in sales? ›The 5 areas you need to make decisions about are: PRODUCT, PRICE, PROMOTION, PLACE AND PEOPLE. Although the 5 Ps are somewhat controllable, they are always subject to your internal and external marketing environments.
What are 3 benefits of a dashboard? ›Dashboards can be used to test hypotheses, track progress towards goals, and spot early warning signs of issues. They can also be used to monitor key performance indicators (KPIs) in real-time, identify areas of improvement, and make decisions that will help you achieve your desired outcomes.
What are the four key success factors of dashboard reporting? ›
- Step 1: Planning. During the Planning phase, you and your team will determine key factors to guide the discovery and design phases.
- Step 2: Data Discovery. ...
- Step 3: Design. ...
- Step 4: Implementation.
Operational dashboards are the most common type of dashboards used in companies since they aim to monitor and analyze a company's activities in a given business area. They are based on real-time data, and they allow operational managers to visually and interactively point to an issue that has to be addressed quickly.
What is a basic dashboard? ›A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways, its primary intention is to provide information at-a-glance, such as KPIs. A dashboard usually sits on its own page and receives information from a linked database.
What is a simple dashboard? ›What is a simple dashboard? A marketing admin dashboard is a tool to enable agency administrators and digital marketers to have all their performance results in real-time at their fingertips.
Are dashboards outdated? ›But why are dashboards 'dying'?
The complexity and volume of data in the digital era is constantly incoming and growing. Unfortunately, dashboards alone can't keep track of every important metric or part of the modern-day business, and manual analysis on its own isn't reliable or as efficient.
- Group your related metrics. ...
- Be consistent. ...
- Use size and position to show hierarchy. ...
- Give your numbers context. ...
- Use clear labels your audience will understand. ...
- Remember it's for people. ...
- Keep evolving your dashboards.
- Organize Your Source Data and Create a Layout. ...
- Build PivotTables to Organize Your Data. ...
- Apply Appropriate Formulae. ...
- Use Visual Elements, Charts, and Graphs. ...
- Add Interactive Settings and Tabs.
- 1) Start with a conversation. ...
- 2) Outline areas to work on. ...
- 3) Define quantifiable standards for success. ...
- 4) Determine a deadline for improvement. ...
- 5) Provide resources for improvement. ...
- 6) Explain consequences. ...
- 7) Communicate feedback regularly.
Types of KPIs include: Quantitative indicators that can be presented with a number. Qualitative indicators that can't be presented as a number. Leading indicators that can predict the outcome of a process.
How do you measure sales growth? ›To measure your growth, you add up all your individual sales in a period. If the revenue is higher than in the prior period, you have revenue growth. By dividing the current period's revenue by the prior period's, you can calculate your growth rate.
How do you measure sales success? ›
- Total Revenue. Arguably the most important metric of any business is revenue. ...
- Average Revenue Per Account/Product/Customer. ...
- Market Penetration. ...
- Percentage of Revenue from New vs. ...
- Win Rate. ...
- Year-Over-Year Growth. ...
- Lifetime Value (LTV) of a Customer. ...
- Net Promoter Score (NPS)
- Engagement. How happy and engaged is the employee? ...
- Energy. ...
- Influence. ...
- Quality. ...
- People skills. ...
- Technical ability. ...
- Results.
- Increase the number of customers.
- Increase the average transaction size.
- Increase the frequency of transactions per customer.
- Raise your prices.
- Net profit. ...
- Net profit margin. ...
- Free cash flow. ...
- The cash conversion cycle. ...
- Quick ratio. ...
- Gross margin ratio.
Tableau is a modern BI platform that enables powerful, self-service analytics in a continuously visual process to uncover rapid business insights. Snowflake is a true SaaS multi-cluster modern cloud data platform that enables instant elastic scalability for unlimited concurrent users. It's a match made in data heaven!
Can I use Snowflake for free? ›You can sign up for a free trial using the self-service form (on the Snowflake website). When you sign up for a trial account, you select your cloud platform, region, and Snowflake Edition, which determines the number of free credits you receive and the features you can use during the trial.
Which tool is best for data visualization? ›- The Best Data Visualization Software of 2023.
- Microsoft Power BI.
- Tableau.
- Qlik Sense.
- Klipfolio.
- Looker.
- Zoho Analytics.
- Domo.
Keep it simple. Your dashboard should be designed in such a way that data can be understood at first glance. This means that your dashboard shouldn't be cluttered with too many widgets and too much text.
What 5 key metrics would you want to display on a data dashboard? ›- Traffic sources. sources report will tell you who is coming to your website and where they're coming from. ...
- Social media reach. ...
- CTA – ClickThrough Rates. ...
- Bounce rates. ...
- Progress to goal (monthly or quarterly)
Each dashboard should contain no more than 5-9 visualizations. Some dashboard designers feel the need to cram as many details as possible into their dashboard in an effort to provide a fuller picture.
What are good vs bad dashboards? ›
A good dashboard communicates, "These things matter; these other things don't." A bad dashboard throws everything on the page and forces the user to decide what is important. Good dashboards are as simple as possible—and no simpler. A good dashboard reduces data to its cleanest visual form.
What are the four key elements of dashboard reporting? ›First, we see that the dashboard displays 4 key metrics: the number of sales, revenue, profit, and cost, each of them is compared to a set target as well as the values of the last period, this way you get a quick glance into the performance of the month by just looking quickly at the charts.
What are the 5 elements of a sales message? ›The infographic below from Backlinko and iconiContent outlines the five elements of a perfect sales email: Personalization, subject line, motivation, time, and length.
What is a strategic dashboard? ›A strategic dashboard is a reporting tool for monitoring long-term company strategy. It helps you to identify trends and make effective business decisions. Strategic dashboards provide enterprise-wide insight into a business, and that's why they are a little more complex than other types of dashboards.
What are the three A's of metrics? ›To avoid falling into this trap, I recommend you follow the three A's of metrics. All metrics should be actionable, accessible, and auditable.
How do I make my dashboard more interactive? ›- Insert Slicers for Interactivity. Slicers are short tabs that allow you to filter the data on your dashboard in real-time. ...
- Add a Quick (Project) Overview Tab. ...
- Apply Conditional Formatting. ...
- Add Heatmaps to View Values Between Dates.
The four Ps are product, price, place, and promotion. They are an example of a “marketing mix,” or the combined tools and methodologies used by marketers to achieve their marketing objectives.
What are the 5 C's of selling? ›In today's market environment, effective selling involves building trust through the use of five C's: conversation, curiosity, collaboration, customization and coaching.
What are the 3 pillars of sales? ›1) Leading an effective sales team is less about managing productivity and more about managing mentality. 2) The most effective way to get salespeople to do what you want is to incentivize them for the exact behavior that you desire. “Creative compensation equals completion.” 3) That which is measured is accomplished.