Sales Dashboard Template

Sales dashboard templates make it easy to track the performance of sales teams and reps and can also offer insight into the team's current pipeline. By combining operational and strategic information, these dashboards can serve the dual purposes of aiding in short and long term planning. These dashboards also facilitate data-driven decision making by compiling key information in one easy to access location.Sales dashboards are also the perfect place to display sales targets for individual representatives and the team as a whole. The dashboards also offer insight into what progress individuals and the team have made toward their respective monthly, quarterly, and annual goals.

Report Details

In this sales dashboard template example from ClearPoint, a pipeline report displays prospects currently in the organization's sales process and shows which sales representative is responsible for following up, whether they've progressed through exploratory calls, and if a proposal has been sent.

This gauge chart provides a visual update on the team’s overall call rate. We can recognize that it is within the yellow threshold, leaning closer towards the green goal threshold. Even if the percentage may seem high, the gauge chart is able to display where the call rate progress is in the big picture goal and strategy.

Although big pictures are ideal, the horizontal bar chart on the other hand offers a breakdown of how many calls each sales representative has made. It allows for users to get a visual on the specifics of who made how many calls that attributed to the call rate data in the gauge chart. This allows for managers to observe their employee performance across the board.For more ideas on sales KPIs to include in your sales dashboard, see our blog on 17 Sales KPIs that are Critical to Track.

Key Elements of Sales Dashboard Templates:

• Visualization of current pipeline

Organizations need to have a good understanding of their current sales pipeline to be able to optimize their sales. Visualizations of an organization’s sales pipeline are a great way for sales to quickly keep track of what is occurring within their department. For example, a lot of sales departments will track their sales pipeline through Excel, which can get daunting when an organization has hundreds of prospects. However, using ClearPoint, an organization could sync their Excel data over and then create easy to understand charts that would provide better context of what is occurring within their sales pipeline.

• Update on key sales performance metrics

It is critical for an organization to keep up-to-date on key sales performance metrics in order to drive more sales. If an organization falls behind on updating metrics, they will be forced to make strategic decisions with inaccurate data, often resulting in a decrease in sales. For example, if an organization tried to project how many sales representatives they needed on the phone for the next month based on data from two months ago, they risk either under or over staffing for the month. By continuously updating key metrics and making that information easily visible, sales departments can better make data-backed decisions. Including both qualitative and quantitative data in these metrics can help departments have greater context on their performance metrics as well.

• Display of key sales goals and initiatives

It is important for an organization to keep track of their key sales goals and initiatives as they are the driving force of their sales strategy. If an organization loses track of their sales strategy, they will see a loss in sales. For example, if an organization were to track their sales goals and initiatives through PowerPoint, they will easily lose sight of these goals when making data-driven decisions. However, if they were to use ClearPoint, their sales goals and initiatives would be directly linked to their data, meaning their data-driven decisions would directly impact their strategy.

Intended Audience

The intended audience for this dashboard is sales managers and sales teams. This dashboard helps sales leaders to keep up to date on how their strategy and daily operations are progressing. Other sales team members can use this dashboard to keep up to date on the sales pipeline and key metrics. This in turn will help them to optimize their efficiency.