7 best sales dashboards to use in 2024

What's your next sales strategy?

You can try something new and hope for the best or you can replace the guesswork with a sales dashboard. 

So, what exactly is a sales dashboard, and how can one help your business?

In this article, we'll explain what a dashboard is and why you should use one. We'll also provide you with 7 free templates to improve your sales strategy. 

What is a sales dashboard?

A sales dashboard is a graphic representation of a business’s data. This representation usually includes metrics such as conversation rate, customer acquisition cost, average deal size, revenue per rep, etc.

You can find sales dashboards that represent reporting data, but the most valuable dashboards are the ones revealing data in real time.

Why your business should use sales dashboards

Sales dashboards play an essential role in business decision-making. Here’s how sales dashboards can help you:

1. Real-time insights. Identify industry trends and spot opportunities by having access to instant data. 

2. Data-driven decisions. Data presented in a visually appealing and easy-to-understand format helps you make informed choices instead of relying on intuition or guesswork.

3. Performance tracking. Sales dashboards help you monitor your team's performance against goals and targets. 

4. Pipeline management. You can monitor your business's sales pipeline, from leads to closed deals. You can identify bottlenecks, prioritize opportunities, and optimize the process. 

5. Prediction accuracy. Analyze historical data and current industry trends to anticipate developments and share resources efficiently and confidently to make strategic decisions. 

What metrics should you include in a sales dashboard?

The most important metrics to include in a sales dashboard are revenue, sales volume, sales pipeline, percentage of closed deals, average deal size, customer acquisition cost, customer lifetime value, lead conversion rate, or sales by product or service. However, there's no one-fits-all dashboard when it comes to individual business needs

That's why we've put together a list of 7 free sales dashboard templates. These tools are about tracking numbers and making informed,data-driven decisions that can significantly impact your revenue growth and business success.

1. Sales pipeline dashboard

A sales pipeline dashboard allows you to monitor your team's performance. It includes metrics for first contact, qualified leads, and closed deals. 

This sales dashboard helps you identify any bottlenecks or possible slowdowns in the pipeline. It highlights the performance over the last quarter, with insightful data on how deals progress through different stages. 

Analyzing short—and long-term metrics can improve the pipeline. The last quarter's metrics and the previous week's activities help the team address immediate challenges and strategize for success.

2. Sales conversion dashboard

How many unqualified leads are you turning into paying customers?

This sales dashboard monitors data for every step of the sales process, from identifying leads to completing the sale. You can improve your conversion rate by determining which part of the process is the most challenging for your team. For example, a small ratio of unqualified leads to customers could mean you’re reaching out to the wrong people. 

In this case, your team should focus on finding high-quality B2B leads. 

Also, a substantial difference between the lead-to-opportunity ratio and the opportunity-to-win ratio is a clear sign that your team is facing challenges in the final stages of the sales process. Understanding this can help you focus your efforts on improving these stages.

But when should you reach out to leads and start negotiations for best results?

This sales dashboard allows you to replicate successful sales by highlighting the days with the best results.

3. Sales leaders dashboard

Sales leaders dashboards track metrics such as deals closed, money made, and progress toward the team’s goals. 

A sales leaderboard holds individuals accountable for their performance and publicly recognizes top performers on leaderboards, which can serve as a powerful incentive.

The sales leaderboard highlights top-performing strategies and behaviors if the sales team members test different tactics.

4. Sales leads dashboard

Do you know which channel brings you the best leads?

With a leads dashboard, you can monitor your leads across multiple channels and focus on the best ones.

It also helps you customize your cold outreach efforts to specific segments to get more qualified leads. 

Besides identifying your leads' source, this sales dashboard allows you to monitor the leads' progress and which team member is managing a particular lead.

5. Time project & team report dashboard

Time is money. So, how are you and your team spending time across multiple projects and tasks?

The time project and team report dashboard allows you to track how many hours you spend on each project monthly, quarterly, or yearly. This way, you can evaluate individual and team performance based on time data. Also, you can determine which project or task is the most time-consuming and allocate more resources to speed it up. 

6. Sales cycle length dashboard

A sales cycle length represents the time from your first contact with a lead to closing the deal. 

A sales cycle length dashboard helps you better understand your sales cycle by analyzing all stages your leads go through. You can also track the performance of individual team members and identify their weak and strong points.

Doing so, you can find areas that need improvement and shorten the sales cycle length.

7. Customer behavior dashboard

Your work is not done when turning a lead into a paying customer. 

The customer behavior dashboard shows how often customers return to make a new purchase and their total lifetime value. It also helps you determine which customers get the most out of your business or product, helping you determine your buyer persona.

It also gives you insights into preferences, trends, customer experience, and product development. 

Key takeaways

-> Quickly understand complex data by using a dashboard with a clean interface.

-> Real-time sales dashboards offer valuable insights, enabling businesses to identify industry trends and opportunities.

-> A customer-focused sales dashboard gives you important insights into customer preferences, buying patterns, and satisfaction levels.

-> A sales leaderboard dashboard recognizes the team’s top performers while encouraging healthy competition. 

-> Use a sales dashboard to keep track of your leads across multiple channels and their progress.

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