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Sales dashboard
By LIAM TAYLOR 401 views

How to Create a Winning Sales Dashboard for Your Business ?

A sales dashboard is an invaluable tool that can help you track key metrics, monitor progress, and make data-driven decisions. The best dashboards are clear, concise, and easy to read and provide insights into where your business stands in terms of sales performance. In this blog post, we’ll explore 10 examples of winning sales dashboards so you can get inspired to create the perfect one for your business. 

A Few Tips Before You Get Started 

Before jumping into the dashboard examples, let’s go over a few tips that will help you create a successful dashboard. First and foremost, make sure that your dashboard is tailored to your specific needs – it should be designed with your goals and objectives in mind. Secondly, keep it simple – too much complexity will make it hard to use. Lastly, ensure that the data is up-to-date; if not updated regularly, the insights won’t be accurate or useful. 

Now that we have those tips out of the way, let’s take a look at 10 inspiring sales dashboards! 

  1. Lead Generation Dashboard – This type of dashboard is ideal for tracking lead generation efforts such as website visits or ad clicks in order to determine which efforts are yielding the most results. It keeps all relevant information in one place and allows you to compare different strategies at a glance. 
  2. Revenue Dashboard – Revenue dashboards track all sources of revenue including individual customer purchases as well as subscription services or recurring billing plans. It provides visibility into which products/services are performing best so you can make informed decisions about which ones should be kept or discontinued.  
  3. Pipeline Dashboard – Pipeline dashboards measure how many leads are moving through each stage of the sales process from initial contact to conversion. They provide insight into how long each lead takes on average to convert and which stages need improvement in order to increase conversions and the close rate overall.      
  4. Performance Dashboard – Performance dashboards focus on key indicators such as performance metrics like quota attainment or customer satisfaction ratings. These types of dashboards allow managers and executives to easily track team performance by providing visual representations of the current standings compared to goals set out earlier in the year or quarter (or any other period).     
  5. Customer Retention Dashboard – Customer retention dashboards are designed to monitor customer loyalty over time by tracking key metrics like repeat purchases or referrals from existing customers as well as churn rate (the number of customers who cancel their subscription/service). 
  6. Territory Management Dashboard – Territory management dashboards provide insight into how well each territorial representative is performing based on metrics such as total sales volume per territory as well as client acquisition rates per representative/region/country, etc. It helps managers identify areas where reps could use more support or coaching in order to improve their performance overall without having to invest additional resources into training them individually on each area separately). 
  7. Opportunity Management Dashboard – Opportunity management dashboards measure progress against specific goals such as revenue targets for upcoming quarters or product launches by tracking opportunities such as leads generated from marketing campaigns or closing ratios for each rep/team member etc. Also, It allows managers to quickly identify weak spots within their organization so they can take corrective action quickly before it’s too late!        
  8. Sales Forecasting Dashboard – Sales forecasting dashboards allow businesses to get ahead of potential problems by predicting future trends based on historical data points such as past sales cycles/activities etc. Forecasting can also help inform executive decisions regarding staffing levels during seasonal lulls etc., allowing companies to save money while still remaining competitive within their marketspace(s).     
  9. Products & Services Dashboard – Products & services dashboards provide visibility into what products/services are selling best by monitoring key metrics such as the revenue generated per product/service line item over time etc. This type of dashboard also helps companies identify areas where they may need more investment (e.g., advertising spending) in order to stay competitive with similar competitors offering similar products/services within their industries.  
  10. Campaign Tracking Dashboard – Campaign tracking dashboards allow marketers & advertisers alike to track the success (or failure) of their campaigns across multiple channels—from the email campaigns & social media posts right through search engine optimization efforts—so they can quickly identify which channels yield higher ROI than others when investing time & money into marketing initiatives both online & offline alike!  


In today’s highly competitive business environment, using an unconventional sales strategy can help you stand out from the crowd and achieve sales success. Creating a winning sales dashboard through sales enablement doesn’t have to be difficult—all it takes is some planning ahead and using these 10 examples for inspiration! By tailoring your dashboard specifically towards your needs and keeping things simple yet effective, you’ll be able to gain valuable insights about your business’s performance without having too much complexity bogging down the user experience either! Take advantage today; happy charting! Get complete details about creating a sales dashboard on this post.

Liam Taylor