Sales dashboards to the rescue

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Fill in cell. Add row. Update column. New tab. Cross eyes. Rinse, repeat — 10 times a day. Sound familiar? I’ve seen countless businesses (including enterprise companies) compile — and try to analyze — sales data in spreadsheets like this. Sure, spreadsheets are useful for small projects, but they can be cumbersome when dealing with complex sales data.


The right dashboards can automatically pull in, organize, and display your data in clear and useful ways, segmenting critical metrics by role with data updated in real-time so everyone can see the latest information. But not all dashboards are created equal. Below are a few specific types that I recommend to get a clear look at sales performance at every level — rep to sales org.

What you'll learn about sales dashboards:
What is a sales dashboard?
How to create a sales dashboard
7 sales dashboards examples

Automatically create sales dashboards to visualize your data
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What is a sales dashboard?
A sales dashboard is a visual representation — typically in graph or chart form — of sales metrics. Located within a company’s CRM or sales analytics software, it groups together related metrics for an “at a glance” look at progress toward sales goals. When used regularly, a dashboard can reveal where sales teams are performing well and where they need to improve.

In most cases, sales dashboard visualizationsOpens in a new window are created by sales managers, sales leaders, and sales operations teams, though reps can create dashboards to track their own accounts. The most versatile CRMs allow teams to share dashboards with others on the sales team and across the business for maximum visibility.