How to create a sales dashboard (examples and templates)
Posted: Wed Jan 22, 2025 10:04 am
Whether you're hosting weekly team meetings or planning a long-term strategy, a good sales dashboard lets you keep track of the data that matters most.
With the right dashboard, you can track your entire sales process, including key sales metrics, monitor your leads, and even forecast future sales. It will save you time and give you the insights you need to make smarter decisions quickly.
Let's take a look at what an effective sales dashboard is and how you can use it to boost your team's numbers.
Key elements of a sales panel
Well-designed sales performance dashboards help you focus on the metrics that matter. While sales managers may have vp r&d email lists different needs, some key elements are universal across almost all sales dashboards.
Let's break them down:
Sales Performance Metrics
Performance metrics are at the heart of any sales team . These numbers tell you how well your sales teams are doing. Consider total sales revenue, number of deals closed, or even average deal size.
Sales performance metrics help answer the big questions: Are we hitting our sales goals? What is our conversion rate?
These metrics provide an overview of sales reps' performance and whether they are on track to meet their goals.
With these numbers in one place, it's easy to manage your entire project including spotting trends, celebrating wins, or addressing areas for improvement.
Tracking opportunities and leads
This feature is essential to monitor where your leads are in the sales process.
Are your leads moving forward or stagnant? How many leads have been converted into opportunities?
A dashboard that displays this information can help your team stay on top of all potential deals.
With this data at your fingertips, you can take immediate action. Whether it’s following up on a lead that has gone cold or prioritizing a hot opportunity, lead tracking ensures nothing falls through the cracks.
With the right dashboard, you can track your entire sales process, including key sales metrics, monitor your leads, and even forecast future sales. It will save you time and give you the insights you need to make smarter decisions quickly.
Let's take a look at what an effective sales dashboard is and how you can use it to boost your team's numbers.
Key elements of a sales panel
Well-designed sales performance dashboards help you focus on the metrics that matter. While sales managers may have vp r&d email lists different needs, some key elements are universal across almost all sales dashboards.
Let's break them down:
Sales Performance Metrics
Performance metrics are at the heart of any sales team . These numbers tell you how well your sales teams are doing. Consider total sales revenue, number of deals closed, or even average deal size.
Sales performance metrics help answer the big questions: Are we hitting our sales goals? What is our conversion rate?
These metrics provide an overview of sales reps' performance and whether they are on track to meet their goals.
With these numbers in one place, it's easy to manage your entire project including spotting trends, celebrating wins, or addressing areas for improvement.
Tracking opportunities and leads
This feature is essential to monitor where your leads are in the sales process.
Are your leads moving forward or stagnant? How many leads have been converted into opportunities?
A dashboard that displays this information can help your team stay on top of all potential deals.
With this data at your fingertips, you can take immediate action. Whether it’s following up on a lead that has gone cold or prioritizing a hot opportunity, lead tracking ensures nothing falls through the cracks.