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 ...
The way your sales dashboard appears will ultimately be up to the specific needs of your company. You may also find that you need to toggle between a number ofdifferent types of dashboards. Here are a few of the more common ways that sales teams choose to use their dashboard software. ...
Sales Status Dashboard What’s the current status of your sales efforts? The sales status dashboard gives you a quick overview of your most important metrics like calls made, opportunities won and lost, sales rep activity leaderboard, and more. By comparing these sales metrics to previous months...
individual team members’ performance and sales activities. They allow you to collect data from various sources and display it in a dashboard layout to generate actionable insights, fast.
Sales competition dashboards are a great way to boost team morale and motivate your team by bringing out their competitive side.
Want to easily connect your data to a dashboard? Klipfolio has over 250 prebuilt data connectors! Learn how you can connect your favorite services with Klipfolio.
A sales leaderboard is a great way to see who’s performing the best out of all your salespeople — and foster a bit of healthy competition, too. Sales leaderboard dashboards typically include information on the number of completed activities (e.g., calls, emails, and meetings), new accoun...
With the help of a sales dashboard, you and your sales team can be better equipped to make important decisions and gain a high-level view of all the contributing KPIs that comprise your sales funnel. Learn how to create one now.
These sales funnel dashboards come pre-built with some of the most commonly tracked sales KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate ...
Learn the fundamentals of sales dashboards — what they include, how you build them, and which ones are most important to sales teams.