How to create a sales dashboard

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One dashboard I see a lot: A sales manager creates a team pipeline dashboard that includes the total number of leads generated by reps in a given quarter, the total number of leads in each pipeline stage, and the team’s conversion rate (percentage of leads that complete a purchase). With this information, the manager can forecast sales for the quarter and identify opportunities for coaching.

How you build a sales dashboard depends on the analytics platform you’re using, but there are a few common steps: Determine the goals and metrics you want to track, find a tool that allows you to track them, sync your sales data with the new tool, and build out the dashboards for your team.

Identify sales goals you want to track. For example, you may have a yearly sales goal of $1 million.
Identify metrics that support each of these goals. If your singular goal is total sales, you probably want to track metrics that support that goal, like leads generated, leads in pipe, and pipeline value. (My recommendation: Try to stick to three or four metrics per goal. Otherwise, it’s hard to set up your dashboards and even harder to interpret them.)
Identify who should have access to each dashboard. In many america phone number list cases, you’ll want to share dashboards across the team for maximum visibility. But there will be some dashboards, like topline sales goal tracking, that may not be helpful to reps in their day-to-day work.
Find an analytics tool or CRM that allows you to create dashboards using the metrics you’ve identified. Many customer relationship management (CRM) tools have pre-built templates and drag-and-drop tools to make building dashboards simple. I recommend picking ones that can create dashboards with just a few clicks based on role or function.