Free Sales Dashboard Templates
At Windsor.ai, we strive to make sales dashboard reporting as effortless as possible for our users.
These sales report templates will help you optimize your marketing spending and investments.
Free sales dashboard templates with easy-to-follow instructions for connecting your own data.
Find the right template from sales’s library and start using them to save time, effort and increase productivity.
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What is a Sales Dashboard?
A sales dashboard focuses on metrics and data related to sales. It presents essential information in a quick and easy-to-understand format, ensuring that you remain knowledgeable about relevant metrics and performance benchmarks.
Sales performance dashboards can be advantageous for the entire sales team, including everyone from sales management to operations and individual account executives (sales representatives).
Sales dashboards provide a live perspective of your sales procedure and the overall status of your operations. By doing so, they assist in making more intelligent revenue forecasts, identifying successful sales representatives, and uncovering areas for enhancing the sales process.
A dashboard for sales representatives has the potential to allow sales teams to see various key performance indicators (KPIs) related to sales, such as the average amount of time callers are on hold, the revenue generated by each representative, the percentage of abandoned calls, the number of dials made by each representative per hour, and other similar metrics.
Main Benefits of Sales Dashboards
- Quick Performance Evaluation:
- A sales dashboard offers an interactive platform for swift evaluation of sales performance. Sales managers and business owners can efficiently assess key metrics, identify challenges, and gain a comprehensive overview of sales activities.
- Real-time Insights:
- Sales dashboards provide real-time updates on crucial metrics, allowing stakeholders to stay informed with the latest information. This facilitates rapid responses to changing conditions and enables timely strategic adjustments.
- Improved Decision-Making:
- Visualized and well-organized data on sales dashboards empower sales managers to identify trends, discover new opportunities, and address areas of concern. Informed by data-driven insights, decision-making becomes more accurate and strategic.
- Customization for Relevance:
- Sales dashboards can be customized based on the specific needs and priorities of the business. Whether in retail, software development, or real estate, the ability to track KPIs relevant to success is a powerful feature.
- Accessibility Anytime, Anywhere:
- Sales dashboards, available on various devices, offer the flexibility to be accessed anytime and anywhere. This ensures that sales professionals can stay connected and monitor sales performance even while on the go.
- Time Savings through Automation:
- Professional sales dashboards automate the process of data collection and compilation, eliminating the need for manual effort. This not only provides access to up-to-date information but also frees up valuable time for sales teams to focus on strategic tasks.
What should I include in sales reporting dashboards?
Determining the metrics to include in a sales dashboard depends on various factors such as industry, sales type, company size, and specific goals. Metrics can evolve based on current objectives, company offerings, and individual sales goals. This flexibility is particularly relevant in sales representative dashboards, where tracking individual performance is crucial.
To identify the essential components for your sales performance dashboard, consider the following questions:
- Which metrics and data points consistently appear in your reports?
- Are there specific metrics emphasized in sales team meetings or individual reviews?
- What are your core KPIs, and how do they align with overall business goals?
- Do you have multiple sales teams with unique goals?
Key Big-Picture Metrics
- Individual salesperson performance
- Pipeline performance
- Forecasts
- Competitor analysis
- Product performance
Detailed Metrics & KPIs for Deeper Insight
- Leads by source
- Open cases
- Open opportunities
- Open activities (calls, demos, visits)
- Closed opportunities
- Sales cycle duration
- Pipeline stages
- Win/loss rate
- Product gaps
- Deals won vs. deals lost
- Number of emails, meetings, and calls per week
- Average time to close a deal
- Deals leaderboard showcasing top-performing sales representatives
How to create Sales Dashboards in 2024
Creating effective sales dashboards involves careful planning and consideration of key factors. By following this checklist, you can create a sales dashboard that effectively visualizes key metrics, empowers data-driven decision-making, and enhances overall sales performance analysis within your organization:
- Identify Key Sales Metrics
- Locate Data Sources: This could be in your Customer Relationship Management (CRM) system, spreadsheets (Excel, Google Sheets), marketing automation platforms, or other data sources like HubSpot or Salesforce.
- Choose Dashboard Viewing Platform
- Select Dashboard Software Vendor: Consider factors such as ease of use, customization options, integration capabilities, and scalability. Popular dashboard tools include Tableau, Power BI, and Looker Studio.
- Pull Data into the Dashboard
- Choose Visual Representations
- Customize Dashboard Layout
- Share and Encourage Adoption
Popular Sales Dashboard Examples in 2024
2. CRM dashboard template
3. Sales analysis dashboard template
4. Sales performance dashboard template
6. Sales activity dashboard template
7. Sales pipeline dashboard template
8. Individual sales rep dashboard template
9. Sales leaderboard dashboard template
10. KPI dashboard template for sales
11. Win/loss dashboard template