Examples of Sales Dashboards and How to Create Them

The dashboard helps in identifying areas of strength and weakness, understanding how to optimize sales strategies, and keeping everyone in the organization aligned with the overall goals. In this blog, we will explore some examples of sales dashboards and how to create them.

Scope of Sales Dashboard

The scope of the sales dashboard is quite broad and encompasses various areas of sales operations. A sales dashboard can provide valuable insights into the performance of a sales team, as well as the effectiveness of sales strategies and processes. The scope of the sales dashboard includes:

1. Performance Tracking: 

Sales dashboard provides a comprehensive view of the performance of sales representatives, teams, and the organization as a whole. It enables tracking of key performance indicators (KPIs) such as sales revenue, sales growth, sales conversion rates, win rates, average deal size, and more.

2. Pipeline Management: 

Sales dashboard provides a visual representation of the sales pipeline, from lead generation to deal closure. It helps to track the progress of deals and identify bottlenecks in the sales process. 

3. Account Management: 

Sales dashboard provides a comprehensive view of accounts, including the status of the account, the number of opportunities, the value of the opportunities, and the next steps in the sales process. 

4. Sales Activities: 

Sales dashboard helps to track sales activities such as calls made, emails sent, meetings scheduled, and deals closed. 

5. Sales Forecasting: 

This helps to plan and forecast for future revenue growth and enables better decision-making.

6. Sales Strategy Optimization: 

By analyzing the data provided by the sales dashboard, sales teams can optimize their sales strategies and processes to achieve better results.

5 Examples of Sales Dashboards:

1. Lead generation dashboard: 

This dashboard tracks the number of leads generated per day/week/month, the conversion rate of leads to prospects, and the source of leads. It helps the sales team to understand which sources are producing the highest quality leads and which areas need improvement.

2. Pipeline dashboard: 

This dashboard shows the sales pipeline for the team or individual sales reps. It highlights the stages of the sales process and the status of each opportunity. It enables the sales team to identify bottlenecks in the sales process, prioritize deals, and forecast future revenue.

3. Sales performance dashboard: 

This dashboard provides a snapshot of the team's or individual's sales performance over a specified period. It includes KPIs such as sales revenue, sales growth, sales conversion rates, and average deal size. It enables the sales team to measure progress toward goals and make data-driven decisions to improve performance.

4. Account dashboard: 

This dashboard focuses on specific accounts, showing the status of the account, the number of opportunities, the value of the opportunities, and the next steps in the sales process. It helps the sales team to prioritize accounts and focus on the most valuable opportunities.

5. Sales activity dashboard: 

This dashboard tracks sales activities such as calls made, emails sent, meetings scheduled, and deals closed. It enables the sales team to identify areas for improvement in their sales process and track progress toward goals.

How to create Sales Dashboards:

1. Define the purpose and objectives: 

Identify the purpose of the dashboard and the objectives you want to achieve. Determine the KPIs that are relevant to the objectives and focus on them.

2. Choose the right data: 

Choose the data sources that will provide you with the information needed to create the dashboard. Ensure that the data is accurate, up-to-date, and relevant to the objectives.

3. Select the right visualization tools: 

Choose the visualization tools that will help you present the data in a way that is easy to understand and interpret. Tools like Tableau, Power BI, or Google Data Studio can help you create interactive dashboards with filters and drill-down options.

4. Design the dashboard layout: 

Design the layout of the dashboard, including the placement of the KPIs and the visual elements. Keep in mind the purpose and objectives of the dashboard, and ensure that the layout is easy to navigate and understand.

5. Test and refine: 

Test the dashboard with the target audience and get feedback. Use the feedback to refine the dashboard to ensure that it meets the objectives and is easy to understand.

In conclusion, sales dashboards are powerful tools that provide valuable insights to sales teams. Examples of sales dashboards include lead generation, pipeline, sales performance, account, and sales activity dashboards. When creating a sales dashboard, it is essential to define the purpose and objectives, choose the right data, select the right visualization tools, design the dashboard layout, and test and refine the dashboard. By following these steps, you can create effective sales dashboards that will help your sales team make data-driven decisions and achieve their goals.

Ozoow also offers a range of features that can help sales teams to streamline their lead management process. With Ozoow, you can easily track and manage leads through the entire sales cycle, from lead generation to deal closure.