10 Sales Dashboard Examples That’ll Help You Set Up Your Own

All knowledge is nice, however not all knowledge is related for making higher selections. That’s why salespeople want gross sales dashboards to visualise actionable knowledge, analyze efficiency, and make key selections.

On this article, we’ll cowl what a gross sales dashboard is, examples of gross sales dashboards, and suggestions for utilizing your gross sales dashboards.

What Is a Gross sales Dashboard?

Create a Gross sales Dashboard

Gross sales Dashboard Examples

Gross sales Dashboard Suggestions

Gross sales dashboards present an summary of your key efficiency indicators (KPIs).Frequent metrics which can be tracked embody quota attainment, conversion/win price, common deal dimension, income, and gross sales funnel leakage.

Knowledgeable by the KPIs, gross sales leaders observe the staff’s progress towards objectives and income targets, alter compensation, and award bonuses. They’ll additionally determine points earlier than they grow to be colossal issues and make different key selections.

1. Decide which gross sales metrics you will observe.

Are there particular objectives or targets you’re making an attempt to succeed in? A dashboard may help you visualize your progress towards these objectives.

First, begin by figuring out the gross sales metrics you need to observe. Ask your self the next questions:

• What metrics do you repeatedly assessment in your organization, one-on-one conferences, and amongst your gross sales staff?
• Do you think about some metrics extra essential than others?
• What are your key efficiency indicators (KPIs)?
• Do you may have a number of gross sales groups inside your group?

The gross sales metrics you select will typically fall into a number of of those classes:

• Exercise gross sales metrics.
• Pipeline gross sales metrics.
• Lead era gross sales metrics.
• Gross sales outreach metrics.
• Main conversion gross sales metrics.
• Channel gross sales metrics.
• Gross sales productiveness metrics.
• Rep hiring and onboarding metrics.
• Gross sales course of, device, and coaching adoption metrics.

When you don’t know the place to start, take a look at our information to gross sales metrics to find out which items of data are most essential to your gross sales group.

2. Establish how the dashboard shall be used.

There’s no one-size-fits-all gross sales dashboard, so you could know the way your staff will use the dashboard.

Is the dashboard going to assist particular person gross sales reps observe their progress towards their month-to-month quota? Or will gross sales managers use it to see the top-performing reps for the quarter?

Right here are some things to think about.

• Who will use the dashboard? Gross sales reps, managers, VPs, or executives?
• How will they use it?Are they checking the dashboard each day, weekly, or month-to-month?
• What data will they need to see? Which metrics, visualizations, and calculations will they take a look at?

Take into consideration the place your staff will view the dashboard as nicely. For instance, when you’ve got an out of doors gross sales staff who’ll be on the go, think about making a mobile-friendly model of the dashboard so your staff can view it from a cell phone, pill, or pc.

3. Decide a gross sales dashboard supplier.

When you’re already utilizing a CRM, it doubtless comes with reporting dashboard options that your staff can use. Nevertheless, if you happen to’re not utilizing a CRM, there are stand-alone reporting instruments for syncing or importing your knowledge to create dashboards and studies.

Gross sales Dashboard Software program Suppliers

1. HubSpot

HubSpot creates customized studies and dashboards in your staff by pulling knowledge straight from the HubSpot CRM. You may sync knowledge from a variety of apps and internet companies.

What we love: HubSpot gathers your whole knowledge in a single place, making a single supply of reality in your staff.

2. Klipfolio

This software program lets you use knowledge out of your CRM and mix it with knowledge from the opposite companies to create dashboards.

What we love: Kipfolio additionally generates a gross sales staff leaderboard. This may help you rejoice your high performers and foster wholesome competitors.

3. Zoho Analytics

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Monitor key efficiency metrics by making a customized report or utilizing certainly one of Zoho Analytics 60+ studies and dashboards.

What we love: Zoho Analytics integrates absolutely with HubSpot. You may then merge your HubSpot CRM knowledge with 100+ totally different knowledge sources to create significant enterprise studies.

4. Slemma

With Slemma, you may construct dashboards that centralize your gross sales and advertising and marketing knowledge. It’s also possible to select from a gallery of dashboards constructed particularly off your knowledge supply integration.

What we love: Templates prevent time and set you up for achievement.

5. Seen

When you’re seeking to create a dashboard to extend investor visibility, that is the software program answer for you. With Seen, you may automate report creation, construct dashboards, and drill right down to see the main points of your studies.

What we love: For a brand new firm or startup, that is the precise app for you. It’s made particularly that will help you maintain these stakeholders within the loop.

6. TapClicks

TapClicks lets you handle gross sales challenges by creating studies and dashboards that determine warning indicators. When a problem arises, the software program will notify your staff so you may proactively discover a answer.

What we love: With TapClicks, you may take data from dashboards and switch it into slides or studies. Your knowledge tells a narrative, and TapClicks makes sharing the message straightforward.

4. Pull knowledge into the dashboard.

When you’re utilizing dashboards that combine along with your CRM, you’ll have the ability to simply sync the info between them.

For instance, the HubSpot CRM permits customers to generate gross sales studies primarily based on knowledge from their buyer database. You may create dashboards and studies to trace gross sales efficiency, determine top-performing gross sales reps, create gross sales forecasts, and extra.

That stated, the method shall be handbook in case your staff makes use of spreadsheets to handle prospects and prospects and never a CRM. Fortunately, there are gross sales dashboard templates for Excel that may allow you to construct studies from scratch.

5. Construct studies for the gross sales dashboard.

When constructing studies, you may choose from a variety of charts to visualise your knowledge. Relying on the info you’re including to your dashboard, you need to use charts for:

• Evaluating values (e.g., examine gross sales from two totally different territories). This may be proven as bar charts, column charts, line graphs, pie graphs, and scatter plots.
• Composition (e.g., whole gross sales damaged down by gross sales rep). You may display the place your gross sales come from with a pie chart, stacked bar chart, stacked column chart, space chart, or waterfall chart.
• Developments (e.g., month-over-month income development). Present developments with a line chart, dual-axis line chart, or column chart.

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Keep in mind: The perfect visualizations are straightforward to learn and actionable. Your dashboard customers ought to learn and perceive the charts at a look, with out having to click on the complete report.

As soon as the dashboard and studies are able to go, share them along with your staff. Don’t be afraid to return to the drafting board if some studies don’t meet the wants of your gross sales staff.

Gross sales Dashboard Examples

Since there isn’t a common dashboard that applies to all gross sales organizations, right here’s a compilation of gross sales dashboard examples you may mannequin.

1. Gross sales Conversion Price Dashboard

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Calculate progress all through your complete gross sales pipeline with HubSpot’s free Gross sales Conversion and Shut Price Calculator. This interactive dashboard helps you analyze and set objectives by month and quarter, forecast your lead-to-MQL price, MQL-to-customer price, lead-to-customer price, and extra.

2. Gross sales Rep Dashboard

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Present gross sales reps with a dashboard that enables them to trace their particular person efficiency. This dashboard contains studies for key metrics like conferences booked, open alternatives, the variety of offers of their pipeline, forecasted income, and some other efficiency indicators your staff makes use of.

3. Gross sales Supervisor Dashboard

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This dashboard offers an summary of key metrics that gross sales managers use to measure efficiency. It features a part for as we speak’s stats, and it exhibits month-to-month progress towards the gross sales staff’s new account goal and MRR objective.

4. Gross sales Leaderboard

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See who’s performing the perfect out of all of your salespeople. Gross sales leaderboard dashboards sometimes embody data on the variety of accomplished actions (e.g., calls, emails, and conferences), new accounts, generated MRR, and buyer retention numbers.

5. Deal Efficiency Dashboard

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With the deal forecast entrance and heart, members of your gross sales group can see how a lot income they’re anticipated to shut. The studies that observe present what number of offers are at every stage of the gross sales course of and what number of have closed in comparison with the objective.

6. Win/Loss Dashboard

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This win/loss dashboard by Solver offers metrics on deal dimension, salesperson, and trade. Utilizing it lets you determine high performers in your staff, perceive why anybody gained or misplaced offers, and iterate in your gross sales course of.

It’s also possible to examine your staff’s shut charges to the charges from the earlier reporting interval or trade benchmarks.

7. Gross sales Efficiency by Area

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The place are you making probably the most gross sales? And what merchandise are prospects shopping for? This dashboard provides perception into which territories are promoting probably the most of every product sort. Plus, it offers an summary of MRR in comparison with the earlier month.

8. Gross sales Actions Dashboard

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A gross sales actions dashboard offers gross sales managers with a visible illustration of what their reps are doing on a day-to-day foundation. Plus, it provides broader data like the typical variety of actions per gained deal.

9. Efficiency Overview Gross sales Dashboard

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This dashboard options the important thing efficiency metrics, entrance and heart. This makes it straightforward to learn, and probably the most priceless data is the very first thing you’ll see when the dashboard masses.

10. Time-Monitoring Gross sales Dashboard

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Do you may have a gross sales staff that’s at all times on the go? This time-tracking dashboard exhibits the place your gross sales reps spend their time and the way a lot income they’re producing.

Gross sales Dashboard Suggestions

Are you impressed to crunch some numbers and construct gross sales studies? Maintain the next suggestions in thoughts as you create your individual gross sales dashboard.

1. Use a clear structure.

Don’t make the visuals (e.g., graphs and charts) and colours too busy — it will distract from the info. Many dashboard instruments help you lay out your studies in a grid. This helps you set up the info even additional.

When fascinated about the place to position your chart, apply human psychology. Analysis by The Nielsen Norman Group exhibits folks view the left facet of a webpage extra steadily than the precise. With this data in thoughts, create a circulation of studies so customers can learn them from left to proper, positioning crucial visuals on the left-hand facet of the dashboard.

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2. Embody calculations (when relevant).

Calculations can add further context to a report and allow you to save time.

For instance, you don’t need your staff to undergo the difficulty of doing psychological math to find out month-over-month income development.

3. Make the dashboard accessible.

When you make the dashboards particularly meant for gross sales managers, VPs, or executives accessible to all, particular person contributors can see which metrics and objectives are essential to management. Transparency is one approach to encourage your gross sales reps as a result of they’ll zoom out and see the impression their numbers have on the enterprise.

Getting Reporting Proper

With the following pointers in hand, I’m certain you are now higher geared up to construct your individual gross sales dashboards. To take your studying additional, take a look at the 102 gross sales metrics each supervisor needs to be monitoring.

Blissful reporting!