9 Sales Dashboards Every Business Should Use + Examples

Cody Cromwell
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Examples of Sales KPI Dashboards

Nowadays, businesses use dashboards to send clear and concise messages to their salespeople about the performance of their business. They give you a bird’s eye view on important metrics related to your sales, such as conversion rates, target accounts, sales opportunities, pipeline and so on.

Some people think dashboards have managed to take over the information departments, and at the same time give managers a kneejerk reaction to any sudden or drastic changes in your numbers by way of an email or a text message.

But are these dashboards actually useful to every single sales managers in real life? Is it even relevant to show a sales manager the pipeline, especially if I have a management team and I’m not in front of the sales team at all times? How much of it is actually relevant?

Well you will have to decide for yourself and answer these questions, but I want to talk about what I feel are the critical KPIs that sales managers should use these dashboards for. And although the examples I will show below may not be the absolute best practices, they’ll give you a better idea of what I’m talking about.

Current Deals Dashboard

Screen shot 2015-03-03 at 10.17.02 PM

Current Deals is a sales dashboard every company should be using. You need to dig into this dashboard to see trends in your sales over a long period of time. You also want to know how many sales you are losing while sales of your competition are soaring.

The Current Deals dashboard gives you an overview of your overall sales over time comparing it to past years. You can see your most frequent seller at a glance, trends over time, and other comparisons. You can even see how long your sale window for various products is to see when are currently the best times to sell a product to your customer.

This dashboard enables you to track your sales for each product and service in your company. You can also see which products and services are doing the best because you can see them in the top left corner of the dashboard.

If you are a complete newbie to sales, then you need to see this dashboard. It also is helpful if you have been in sales for a while but you are looking for a different perspective.

The Current Deals dashboard is designed for salespeople but any employee can benefit from it to see how they are doing. Likewise, managers can use it to supervise their team, generate sales ideas, and sales forecasts.

Recent Activity Dashboard

This tools becomes very important as an admin, because you can get an overview of your sale’s performance (sales, lead, marketing ROI, growth etc…) without much effort, planning and work!

Field Sales Mobile Dashboard

It’s a good idea to keep track of your field sales force’ activities. This mobile sales dashboard does just that, and keeps all sales information in real time on one dashboard.

You can easily access all the information you need to make decisions. The dashboard lets you track all your sales info, locations, buyers, contacts, contacts that did not buy and campaigns.

Using the requirements, the sales rep can then drop the contacts into the list. Using filters you can easily segment your contacts into different data groups. Let’s say you want to sort out your leads and customers. Finding the right contacts will be a breeze.

The dashboard is customizable too. Give it your branding by uploading your logo to the dashboard.

If you’re looking for a CRM for your field sales team, this mobile dashboard suits your need perfectly.

9-1-1 Dashboard

Are you a business owner or do you manage an enterprise level business with more than 100 employees in five states? Having a nine-1-1 mobile dashboard gives you a 360 degree view of your business.

Sales Leaderboard

A sales leaderboard is a simple dashboard of the top performers in each sales channel, department, and/or rank order for a particular period of time. The goal is to keep the top performers at the top and reward the ones who are falling off the leaderboard. Typically, it will rank all employees by position, but sometimes it will just rank the top 10% or the top 50% of your best sales people.

On the dashboard, you will typically include data such as the amount of money each seller made, the percentage of goal they met, the productivity and quality of their sales, the number of meetings they were in, the number of appointments or appointments per appointment, and the number of customers they lost. You also often include anecdotes about their sales or sales techniques. The dashboard also typically includes a way to change how the sales people rank so that you can switch the order if you want to compare sales people on an equal basis.

Forecasting Dashboard

Forecasting is about anticipating what might come your way. By looking at the future and getting in front of your business processes, you can keep your sales and marketing budgets on track.

It’s a great way of planning and budgeting. By looking into the future, you ensure that you’re spending and living within your means.

By looking into forecasting, you’re basically outlining how much you think you’ll do in a particular term. One of the first steps is to set a budget for that forecast. As a business owner, you need to be able to know how to direct your sales and marketing efforts.

With the forecasting dashboard, you can see how your market influenced your sales. With easy to use formulas, you can influence your operations based on forecast data and consequently save money.

With the sales and marketing forecast, you can also see how your sales are performing and quickly turn your report into a real-time budget.

It’s amazingly useful to plan your marketing and sales budget and allocate it where needed. Not only will you have a clear line in the sand that you can focus on what’s important, but you’ll have a commitment to achieve your goals and budget.

Upcoming Tasks Dashboard

I bet you’ve got piles of tasks to do, but you don’t know how to get started on them. How do you decide what to do first? What’s the first thing you should do each day?

You can create a simple spreadsheet and list all the tasks for the week, but this often devolves into a poorly maintained document full of your personal notes. What you need is a list with specific milestones, at which time you will then reach a milestone and get to work on something useful.

You can also add in the software titles that you need to install on your computer. This will allow you to easily track the progress of your work across your computer and also will allow you to break down the tasks into more manageable chunks.

Top Performing Customers Dashboard

You can see the difference in revenue generated by different groups of customers in this sales dashboard. It clearly shows the impact of customer satisfaction on top-level business growth.

By segmenting your analytics using the segments you have segmented in your CRM you are able to see the effect different demographics and groups have on your overall business.

Understanding the customer segments that perform well and not so well in your business allows you to concentrate your marketing efforts towards the former while not wasting time and resources on the latter.

By analyzing the data you are able to draw conclusions about your actual customers and what type of marketing needs to be done to reach them.

Stale Leads & Deals Dashboard

When your site has a particularly high number of leads and deals, it’s easy to forget about them completely. Putting together a dashboard to monitor and track these leads and deals can help you refresh your memory and stay on top of all your sales.

This dashboard can help you:

Keep track of your leads and deals for the week, month or year.

Figure out if the number of all-time hot leads and deals are increasing or decreasing.

Determine if your lead source or deal qualification is affecting your lead or deal quality.

Make sure everything is working as it should.

Win/Loss Dashboard

The Win/Loss dashboard provides a detailed view of sales and revenue at a high level.

It breaks down sales metrics into activities and different sales channels. It also shows how well each product in the sales funnel is doing.

It has several key metrics:

  • Sales by Product and Channel
  • Sales Rate
  • Number of Products
  • Product Conversion
  • Number of Sales Opportunities Won
  • Number of Leads

What Are Sales Dashboard KPIs?

Sales dashboard KPI is a collection of funnels metrics, reports driven from CRM data and reports that make a direct impact on sales and revenue growth.

In simple words, it is a reporting layer that provides the sales executives, managers and sales executives in general the ability to keep track of sales and sales trends and help the whole organization focus on what’s important … growing sales revenue.

Sales tracking and reporting should be maintained around sales KPIs.

KPIs are reporting metrics and goals which are defined by Sales, Sales Management and Marketing. This can include sales meetings, sales forecasts, sales quotas, sales goals, sales rank, margin expansion, territory expansion, brand recognition, business development, and on-boarding.

Sales tracking and reporting should be maintained around KPIs.

Sales KPI metrics that are selected to drive the alignment of sales, marketing and management will improve the overall CRM reporting implementation, validity and quality as well as reporting accuracy and message clarity.

Sales KPI metrics are the basic data points which are used by sales management and sales executives to set goals, targets and quotas.

Sales reporting metrics are the focus of sales executives to ensure improvements and to handle business and ethical challenges.

Sales Dashboard Best Practices

As a sales manager, you need a sales dashboard to create a quick view of your sales effectiveness and sales. This is a very quick and easy way to monitor, analyze and gain real insight in your sales.

To understand how to implement a sales dashboard, your first step is to understand best sales dashboard practices and companies you can learn from.

Be sure the specific sales dashboard is based on the following principles:

Know yourself, what you want to achieve with a sales dashboard

Ask yourself: what information does you want to have?

Choose Your Measurements to Take into Account that You Will Use It

Really small data, lots of information!

Use a Dashboard for Trend Analysis – Never for Raw Data

Create and publish a dashboard, then keep improving it.

Revisit Your Dashboard to Look for Trends

When you need new information for your dashboard, get it!

Run the Dashboard without Users of the Dashboard

These are the best practice sales dashboard you should know.

Choose What to Measure Carefully

Dashboards are a great way to quickly and efficiently see the important metrics your business is working on. They allow you to quickly determine where you are, where you need to be, and what you need to do next. But the metrics you include in your dashboards will determine which dashboards are useful to your business.

At Bluebird Seed, we use this simple approach to helping our business better understand the metrics we should measure:

First, ask the question, ․ What do we care most about?…Second, what are the best metrics to measure that answer?…And, if those two metrics change, we should be able to easily see how to adjust our dashboards to reflect that change.

In the following sections, we’ll cover some of the most useful metrics every business should measure. In each section, we’ll explain why the metric matters and show how we’ve used separate dashboards to show our business quickly and easily what’s important.

Keep Your Dashboards Simple

A dashboard is a visual display of data created with charts, graphs, and other visual cues. Dashboards are used in business to display information across several departments, divisions, and departments within a particular department.

Many businesses strive to display a particular set of information in a way that’s easy to understand. This step is often the first and most important step, because if your dashboard is too complicated, it’s almost impossible to use.

One of the first people to love dashboards is Warren Buffet. Apparently, he got all of the information he required by looking at dashboards on a daily basis. He calls it the five-second rule. If he couldn’t understand all of the information in his panel for five seconds, he would scrap it. Another thing you can do is to use a whiteboard and write out the information you need to get your point across. It will help you think about how you want to present your data. Once you feel that you’ve got it, you can take that and create a dashboard.

So, when designing a dashboard, make sure it is easy to understand and that it presents a simple point. If you’re using a whiteboard, use a grid or a ruler to measure your size and keep it on the same scale.

Make Your Dashboard Your Homepage

Make your dashboard your homepage. That’s what every business leader should know.

Bottom Line

9 Sales Dashboards Every Business Should Use

Bottom Line Sales Dashboard, developed by the brilliant B2B sales guru Chris “Elvis” Hopkins, is a free sales dashboard software for managers to use.

First of all: It’s so simple, anyone can use it. There’s no expensive software, no support team to ask for help, and you never have to worry about upgrades.

The Bottom Line Dashboard takes peak performance and makes it easy. It gives you clear, actionable, table-like information.

The 9 different areas of the sales dashboard answers the question: How is my team selling, and how can I improve?

(In this following image you can read the highlight of the spreadsheet)

It’s actually simply a collection of 9 tables for you to record your sales. It gives you feedback on sales, sales targets, and what’s absolutely crucial to improve: Your Team Effectiveness: the number of calls made/necessary calls made, leads and qualified opportunities left on your list and time it takes to close. It gives you insights to the average number of sales and average total amount of money sold.

On top of that, the Bottom Line Dashboard integrates with your Google Drive, so you can upload and access your sales information even when you’re on the go or are not in front of your computer.

How?