7 sales dashboards examples

[MasudIbne756]

Sync your data. If you’re deploying a new analytics tool in your tech stack, make sure it’s securely integrated with your other tools and can sync customer and sales data frequently — ideally, in real-time. Alternatively, you can avoid daisy-chaining a bunch of tech by picking (or moving to) a CRM with robust analytics that includes customizable dashboards.
Create and share your dashboards. Follow the steps provided by your analytics or CRM provider.
Salesforce user on a laptop inspecting a sales pipeline and graph of data.
Get the latest sales tips delivered to your inbox.
Sign up for the Salesblazer Highlights newsletter to get the latest sales news, insights, and best practices selected just for you.

The dashboards that give you the clearest picture of sales and business health are simple, visible across the sales org, and supported by real-time data. Here are the seven I use the most:

1. State of sales dashboard
Who it’s for: Sales managers and executives

KPIs to include: Total team revenue, total deal amount america phone number list in pipe, average quota attainment percentage, forecast accuracy (Can also include: Total new leads, employee satisfaction and turnover rate, calls booked by quarter/year, average team deal amount)

When to use: Daily or weekly

Why it’s important: Think of the state of sales dashboard as a command center. It provides a snapshot of all key metrics that affect team-wide sales targets. By knowing these, you can see signs that overarching sales strategy should be revisited, territories should be re-evaluated, or enablement efforts should be shored up.