Sales Dashboard Examples and Best Practices
Move beyond simple visualization. Dig into your dashboards to get insights that drive revenue growth with these best practice examples.
Learn how to design world-class dashboards.
12 Sales Dashboards To Crush Revenue Goals
Today’s data-driven sales teams need interactive dashboards from a data visualization tool that integrates with their CRM system and allows them to easily drill into the data and get real insights - insights that help them forecast more accurately, drive more orders, and close bigger deals. Below are 12 examples that demonstrate key capabilities of a modern sales dashboard:
Executive Sales Dashboard Examples
Effective sales dashboards allow sales executives to easily track their team’s progress toward goals, manage pipeline and identify issues, and set forecasts based on data they trust. Sales leaders are highly visible in their organizations and dashboards help them quickly communicate performance to all stakeholders.
Executive Sales Dashboard
Executives need to quickly assess and share core sales KPIs such as closed
revenue, opportunity status, performance vs quota trends and top closed and
open opportunities in the current quarter.
Sales Budget KPIs Dashboard
Naturally, sales leaders track revenue. But they also have to track key performance indicators like expenses vs target and account receivable percentage. And they need to be able to explore the data by year, segment,
region, sales rep and product group. Modern dashboards integrate data from
multiple sources to present these KPIs in one place.
Sales vs Margin Dashboard
Sales executives are accountable to profitability, not just top-line revenue. This sales analysis dashboard provides the sales vs margin by salesperson as a holistic visualization and allows the executive to drill into each reps performance.
Sales Performance and Productivity Dashboard
Sales execs need a dashboard that gives a complete picture, from
macro-level down to individual-level performance, all on one screen. This
sales dashboard example allows them to easily drill into data to analyze the
health of their pipeline by region, industry, job function or sales
representative.
10 Ways to Take Your Visualizations to the Next Level
Inspire action with your data. Learn about the latest visualizations and how to choose the right ones to highlight the most important aspects of your data.
Salesforce Dashboard Examples
A modern sales dashboard goes far beyond the limited capabilities of CRM systems. Depending solely on the simple reports and often limited historical data in a CRM system can mean missing the bigger picture and missing opportunities. It can also mean that salespeople are spending time looking for data rather than selling.
In today’s competitive, data-driven world, sales teams need instant insights. They need to easily explore CRM data and combine it with other sales, marketing, and finance data to quickly analyze performance by market, channel, rep, customer and product over any time period.
Salesforce Pipeline Dashboard
This interactive dashboard helps sales executives quickly compare pipeline
performance for previous, current and future quarters. Top pending deals are
highlighted and execs can easily drill into the details to understand and
strategize how to increase close rate.
Salesforce Opportunities Dashboard
Modern sales dashboards present near real-time data from your CRM in formats and
visualizations that are easier for teams to review and act upon. For
example, this dashboard allows salespeople to instantly analyze
opportunities over time, the opportunity pipeline and opportunities by
probability by any time period.
Salesforce Accounts Dashboard
This sales dashboard example allows salespeople to easily view and drill
into account data pre-sorted by industry or by region for any time period
they choose. This provides both a high-level picture and the ability to get
a detailed, account level analysis on the health of their accounts.
Salesforce Team Performance Dashboard
Sales leaders need to be able to get a quick, up-to-date sense of their
team’s performance based on KPIs such as average closed value per
opportunity and average days in pipeline. A visualization of the entire team
based on parameters such as won opportunity amount and number of customers
helps managers spot outlying performers on their team.
Consumer Products & Retail Sales Dashboards
Consumer Products & Retail sales professionals need to analyze and manage numerous product lines, territories and sales reps. They need dashboards that pull together data from numerous systems to give them a complete and actionable picture.
Consumer Sales KPI Dashboard
Consumer sales executives use this dashboard to analyze margin, sales, and
budget data on many different dimensions, including: sales rep, product,
city, state, region. This allows them to quickly spot trends and act upon
issues before they become major problems.
Sales by Region Dashboard
This interactive dashboard allows sales managers to understand revenue by
city and by product. They can click on any city to see a complete picture
and they can parse the data by sales rep or by customer for any time period.
This give them a full picture of how the top and bottom sales reps are
performing
Consumer Sales Rep Performance Dashboard
Given the large product portfolio of consumer products and retail
companies, sales leaders need help understanding how each of their reps are
performing across all products. This dashboard design shows at a
glance the sales quantity by product for each rep while also allowing the
sales leader to factor in important KPIs such as margin and lead time vs
inventory.
CPG Sales Variance Dashboard
Sales leaders in consumer packaged goods companies also need to quickly
assess how all products are performing against goals or previous time
periods. This sales/variance visualization presents a clear picture of the
full product portfolio and allows for deeper analysis of any data
point.
How to Design Best-in-Class Dashboards
Download our ebook with 4 must-see dashboard examples.
