Sales Performance Dashboard

A sales performance dashboard allows your sales team to track key performance indicators and sales metrics across the entire sales process and across multiple channels from a single dashboard.

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The best sales performance dashboard

Creating reports for sales managers shouldn't be a hassle. Using a sales performance dashboard simplifies the reporting process and delivers a great user experience. Take a look at what a sales performance dashboard entails!

What is a sales performance dashboard?

A sales performance dashboard allows sales team members, sales management and clients to easily track data sources and see whether sales forecasts are being met. Having a clear and reliable data set means there will be better decision-making.

what is a sales performance dashboard

Why use a sales performance dashboard?

Creating sales reports is an essential part of an agency or sales team's job. It helps create an open and trusting relationship with your clients, keeps clients informed about your work and keep your clients informed about those critical revenue targets.

Why use a sales performance dashboard?

What are the benefits of using a sales performance dashboard?

Since all the data will be on a single KPI dashboard, your clients will able to see at a glance how sales activities are performing and whether sales goals are being met. You can also easily explain to your clients why you're doing things in a particular way.

What are the benefits of a sales performance dashboard?

Create your own sales performance dashboard today!

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What are the best sales dashboard KPIs?

The trick when selecting which sales KPIs to track is to choose ones that give your clients the big picture without burying them in detailed analytics about sales productivity.

Sales dashboard KPIs
  • Website new users

    Website new users

    This KPI tells you the number of users who accessed your website for the first time in a given time period.

  • conversion rate into leads

    Conversion rate into leads

    Conversion rate into leads measures how effective your sales team is at converting leads into new customers.

  • Number of new customers

    Number of new customers

    This KPI tells you how many new customers your website has in a given period of time.

  • Win rate

    Win rate

    Win rate measures the percentage of total sales opportunities that turned into a sale.

What are the top sales dashboard metrics?

A good set of sales data metrics will give you and your clients concrete insights into sales operations and help you optimize your sales pipeline.

KPI Report Template

Google Analytics goal completions Google Analytics goal completions

This metric tells you how many visitors to a website complete a defined action (like downloading a PDF or making a purchase).

 

Google Ads total conversions Google Ads total conversions

This metric measures the percentage of people who saw one of your Google Ads and then went on to take a desired action (like making a purchase).

Google Analytics conversion rate Google Analytics conversion rate

This metric tells you the percentage of visitors who take a desired action across your goals (think completions divided by visits multiplied by 100).

Google Analytics sessions Google Analytics sessions

This metric measures how many sessions there were on your website over a given period of time.

See these KPIs and metrics in your own sales performance dashboard!

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What platforms should a sales dashboard include?

You'll want to include all of the marketing platforms you're using, not just sales integrations. That way, you can see how your other marketing efforts are affecting your sales numbers and how other key metrics affect the performance of your sales funnel.

Sales performance dashboard example

Get started tracking sales data points over the whole sales cycle with DashThis' sales dashboard example. It comes preloaded with the most popular KPIs and has intuitive features, powerful reporting capability and automated data fetching. You can also select how the data is displayed, from bar charts to line charts to pie charts or gauges.

Sales performance dashboard example

How to create a sales performance dashboard

Link your integrations, choose your template and start tracking!

Create your sales performance dashboard

Create your DashThis account Create your DashThis account

You only need an email address and a password.

Connect your digital marketing tools Connect your digital marketing tools

From Google Analytics to ecommerce, just connect your digital marketing tools and we'll fetch the data automatically (no more manual entry into Excel!).

Create your sales performance dashboard Create your sales performance dashboard

Start with a template or create a dashboard from the ground up - either way just drag and drop the KPIs you want.

Create your own sales performance dashboard today!

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White label marketing dashboard

Our dashboard software allows you to customize your dashboard to fit your company's brand.

Custom URL

Replace the standard DashThis URL with one that matches your company.

Custom design

You can choose from customization options like fonts and colours so your dashboard matches your brand's vibe.

White label bundle

Get both a custom URL and a custom design with our white label bundle (and save some cash as well)!

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Head over to our blog

It has a wealth of information about tricks of the digital marketing trade as well as information about our products.

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Join the Club… We Saved You a Seat!

DashThis is the power behind thousands of monthly online marketing reports. Still wondering if we’re really THAT cool? These folks seem to think so!

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    Laurent Roumieu - PPC Analyst / Paid Search / Performance Media Laurent Roumieu PPC Analyst / Paid Search / Performance Media 360i Canada
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    Jonas Meister - Digital Marketing Strategist Jonas Meister Digital Marketing Strategist GnuWorld
  • We've played around with countless reporting tools over the years but none of them come anywhere close to Dashthis. The level of integration and customization of reports, as well as their outstanding client support are unrivalled!
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    Dave Ashworth - Technical SEO Consultant Dave Ashworth Technical SEO Consultant Organic Digital
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    Darian Kovacs - Digital Marketing & PR Specialist Darian Kovacs Digital Marketing & PR Specialist Jelly Digital Marketing & PR
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  • We use so many different reporting platforms - this consolidates what we give our clients.
    Leigh Ann Moltz - Digital Marketing Manager Leigh Ann Moltz Digital Marketing Manager Eighty Three Creative
  • DashThis is a phenomenal tool for communicating with clients and staff. With 10 minutes of set up, I can create a custom report for a client that speaks to their digital marketing goals.
    Michelle Henderson - Founder Bad Cat Digital Agency Michelle Henderson Founder Bad Cat Digital
  • We used to spend 30-40 hrs on monthly reporting. We’re now down to 10-20 hours max while providing even more detailed information.
    Brad Blackburn - Director of Search Engine Marketing at GravityFree Brad Blackburn Director of Search Engine Marketing GravityFree
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