4 Dashboard Examples to Manage Your Sales Performance

Summarize this article

Tables, charts, maps… A dashboard is the tool that lets you visualize your sales performance indicators (data visualization) and share them with your entire sales team. It can be embedded in your CRM so you can work with cross-referenced, refined data centralized in one place. This is known as embedded analytics. In this new article on Business Intelligence, let’s look at a few dashboard examples designed to track your sales performance.

A quick reminder: what is a dashboard?

A dashboard lets you visualize all your indicators (KPIs) to track your business activity. These indicators are displayed graphically and dynamically so they are easy to read: diagrams, line charts, heat maps… You see your indicators in real time and can assess your sales performance at a glance.

Dashboard examples to steer your sales teams

Sales tracking dashboard

As a sales director, you need to assess and share your main sales KPIs quickly. Indicators such as revenue achieved, the number of opportunities per sales stage, the conversion rate… All over a given period.

Budget tracking dashboard

You also need to track the revenue generated, along with management indicators such as expenses and the profitability of a customer account. This type of dashboard lets you explore the data by year, industry, sales rep, product category…

Margin tracking dashboard

Beyond revenue, you need to track the profitability of your sales activity (the margin). This dashboard example shows the overall margin and the margin per sales rep, giving you a detailed view of your sales team’s performance.

Sales performance dashboard (overall and individual)

Finally, you and your sales team may need a complete view, from the big picture down to the individual level, on a single screen. This dashboard example makes it easy to explore the data and analyze pipeline health by region, industry or sales rep.

A word on data quality

To get dashboards with reliable indicators, the teams concerned must keep the data sources (CRM, marketing and finance software, ERP, etc.) properly filled in. Data quality can even have a dashboard of its own to assess data completeness. The quality analysis can be global or detailed for each piece of software in the IT system connected to the BI solution. Data quality indicators let you track how diligently your sales reps fill in the CRM. And confirm that your sales performance indicators are reliable!