11 Best Sales Dashboards to Streamline Your Sales Process

In today's fast-paced business world, sales dashboards are game-changers! These visual control centers put all your important sales data in one place, making complex information easy to understand at a glance.

Why are sales dashboards vital?

• They turn raw numbers into clear insights
• They save hours spent digging through reports
• They help spot problems early
• They keep everyone aligned - from sales reps to managers

Good dashboards transform how teams work. Managers can quickly see who's hitting targets, reps can focus on promising leads, and leaders can make smarter decisions backed by data. In this guide, we'll show you the 11 best sales performance dashboards to transform your sales process, no matter your specific needs.

11 Best Sales Dashboards for a Data-Driven Sales Process

Let’s look at the top sales dashboard services that can change sales process.

1. CRM Sales Dashboard

CRM Sales Dashboard software puts your entire sales pipeline on one screen. It shows you which deals are moving forward and which ones need attention. Key Features:

• Real-time view of your sales pipeline
• Deal tracking by stage (new, negotiating, closed)
• Win/loss ratios at a glance
• Revenue totals by time period

Best for: Sales teams who need to manage deals in their customer relationship system. Example tools: Salesforce, HubSpot, Pipedrive

2. Sales KPI Dashboard

This dashboard focuses on the numbers that matter most to your business. It's like a Power BI sales dashboard report card for your sales team. Key Features:

• Revenue tracking (daily, weekly, monthly)
• Deals closed vs. target goals
• Average deal size
• Sales cycle length

Best for: Sales managers who need to quickly check if the team is hitting targets. Example tools: Tableau, Microsoft Power BI, Looker.

3. Sales Team Performance Dashboard

See which team members are stars and which ones might need coaching. This dashboard breaks down individual achievements. Key Features:

• Individual sales rep performance
• Comparison between team members
• Success rates by rep
• Activity levels for each person

Best for: Sales leaders who need to identify top performers and coaching opportunities. Example tools: HubSpot, Salesforce, Klipfolio

4. Sales Analytics Dashboard

This business intelligence dashboard connects marketing efforts with sales results. It shows which marketing channels bring in the best customers. Key Features:

• Lead sources that generate most revenue
• Ad campaign performance
• Cost to acquire new customers
• Conversion rates from lead to sale

Best for: Companies looking to make their marketing budget work harder for sales. Example tools: Google Analytics, HubSpot, Mixpanel

5. Win/Loss Analysis Dashboard

Learn why you win deals – and why you lose them. This dashboard helps you spot patterns so you can fix problems. Key Features:

• Reasons for won and lost deals
• Revenue trends over time
• Lost revenue analysis
• Competitor comparison data

Best for: Sales teams wanting to boost their win rates by understanding what works. Example tools: Salesforce, Clari, InsightSquared

6. Sales Activity Dashboard

Track the day-to-day actions that lead to sales. This dashboard shows if your team is putting in the work. Key Features:

• Calls made per day
• Emails sent and opened
• Meetings scheduled
• Follow-ups completed

Best for: Sales managers making sure the team is doing enough outreach. Example tools: Outreach, SalesLoft, HubSpot

7. Sales Pipeline Dashboard

Watch how leads move through your sales process. This dashboard helps you spot and fix bottlenecks. Key Features:

• Visual funnel showing each stage
• Conversion rates between stages
• Time spent in each stage
• Pipeline value forecasts

Best for: Sales managers who need to optimize their sales process. Example tools: Pipedrive, Monday.com, Zoho CRM

8. Individual Sales Rep Dashboard

A personal scoreboard for each sales rep. It helps them track their own progress without waiting for manager updates. Key Features:

• Personal quota progress
• Active deals and their status
• Recent wins and losses
• Commission tracking

Best for: Sales reps who want to monitor their own performance. Example tools: Salesforce, HubSpot, InsightSquared

9. Sales Leaderboard Dashboard

Turn sales into a friendly competition. This dashboard creates healthy rivalry that can boost everyone's numbers. Key Features:

• Real-time rankings of sales reps
• Progress toward contests or challenges
• Recognition for different achievements
• Historical performance tracking

Best for: Sales teams that thrive on competition and recognition. Example tools: Hoopla, Ambition, LevelEleven

10. Sales Forecasting Dashboard

Look into the future of your sales. This dashboard uses past data to predict what's coming next. Key Features:

• Revenue predictions
• Trend analysis
• Seasonal patterns
• "What-if" scenario planning

Best for: Businesses that need to plan resources and set realistic goals. Example tools: Clari, InsightSquared, Aviso

11. Custom Sales Dashboard

Build exactly what you need with the sales dashboard Power BI. A custom dashboard combines elements from other dashboards to match your specific business. Key Features:

• Hand-picked metrics that matter to you
• Industry-specific measurements
• Unique visualization styles
• Integration with your existing tools

Best for: Companies with unique sales processes or specialized industries. Example tools: Tableau, Power BI, Looker Studio, or custom-built solutions

How to Choose the Right Sales Dashboard

Picking the right sales dashboard can feel tricky with so many options. But don't worry! By asking yourself a few simple questions, you can find the perfect fit for your business.

Know Your Goals First

Before looking at any dashboards, take a minute to think about what you really need:

• What are the biggest sales challenges your team faces right now?
• Which numbers would help you make better decisions?
• Who will be using this dashboard most often?
• What actions do you want people to take after seeing the data?

Your answers will point you toward the right type of dashboard.

Key Factors to Consider

1. Match Your KPIs

Every business tracks different numbers. Make sure your dashboard shows the exact metrics that matter to you:

• For new businesses: Focus on lead generation and conversion rates
• For growing companies: Track sales cycle length and deal sizes
• For established teams: Monitor customer retention and upsell opportunities

Don't settle for a dashboard that shows fancy charts of data you don't actually use!

2. Check Integration Options

Your dashboard needs to play nice with your other tools. Look for one that connects easily with:

• Your current CRM system
• Email platforms
• Marketing tools
• Customer service software

The best dashboard pulls data automatically from all these places without manual work.

3. Real-Time vs. Historical Data

Some decisions need up-to-the-minute information. Others benefit from seeing patterns over time:

• Sales managers often need real-time data to coach reps
• Executives might prefer weekly or monthly trend views
• Marketing teams usually want to see longer-term patterns

Figure out which timing matters most for your needs. You can take reference from something like Flipkart or Amazon sales dashboard.

4. Customization Flexibility

No two sales teams work exactly the same way. Your dashboard should adapt to you, not the other way around:

• Can you add or remove metrics easily?
• Is it possible to change how charts and graphs look?
• Can different team members see different views?
• Will it grow with your business as needs change?

The more you can tailor it, the longer it will stay useful.

5. Mobile Friendliness

Sales teams are often on the move. A mobile first dashboard design that works well on phones and tablets keeps everyone in the loop:

• Check if mobile versions show the same key information
• Make sure text and charts are readable on smaller screens
• Test how easy it is to navigate on touchscreens

This becomes extra important if your team works remotely or travels often.

Budget Reality Check

Be honest about what you can spend. Dashboard prices vary widely:

• Free options: Often come with basic features or limits
• Mid-range solutions: $10-50 per user monthly for solid functionality
• Enterprise systems: $50+ per user with advanced customization

Remember to factor in setup costs and training time, not just the monthly fee.

Try Before You Buy

Never commit without testing first:

• Ask for a free trial period (at least 2 weeks)
• Have actual team members test it, not just managers
• Set up a small test case with your real data
• Check how responsive customer support is during this time

The right dashboard will feel intuitive almost immediately to the people who'll use it daily.

How to Build a Sales Dashboard for Your Business

Creating your own sales dashboard doesn't have to be complicated. Whether you're tech-savvy or just getting started with data, there's an approach that will work for you. Let's look at three ways to build a dashboard that fits your needs.

Using Pre-built Templates

The quickest way to get started is with ready-made templates from dashboard tools.

Why choose this approach:

• Gets you up and running in hours, not weeks
• Costs much less than custom solutions
• Requires minimal technical know-how
• Builds on proven designs that already work

How to do it:

• Pick a dashboard platform like Looker Studio, Tableau, or sales dashboard in Power BI
• Browse their template library for sales-specific options
• Connect your data source (usually by logging into your CRM)
• Adjust the template to show your specific metrics
• Share access with your team members

Pro tip: Most template providers offer free video tutorials. Watch these before starting to save yourself headaches later!

DIY Dashboards for Custom Needs

Sometimes, you need something more tailored to your unique business processes.

Why choose this approach:

• Shows exactly the metrics that matter to your company
• Combines data from different sources in creative ways
• Grows with your business as needs change
• Gives you complete control over the look and feel

How to do it:

• List all the metrics you absolutely need to track
• Sketch how you want your dashboard to look (even on paper)
• Choose a flexible tool like Excel, Google Sheets, or a no-code platform
• Start with one simple chart, then build up gradually
• Test with actual users and improve based on feedback

Pro tip: Start small with just 3-5 key metrics. You can always add more later once you're comfortable with the basics.

Hiring Professionals for Advanced Solutions

For large sales teams or complex data needs, bringing in experts might be the smartest move.

Why choose this approach:

• Saves your team time to focus on selling, not building tools
• Creates highly polished, professional results
• Ensures proper data handling and security
• Provides ongoing support when issues arise

How to do it:

• Define clear goals for what your dashboard must accomplish
• Gather quotes from 2-3 reputable dashboard developers
• Ask to see examples of their previous sales dashboard work
• Make sure they understand your industry's specific needs
• Plan for training sessions so your team can use the finished product

Pro tip: Check if dashboard experts offer a free consultation call. This can help clarify exactly what you need before spending any money.

Conclusion

Sales dashboards are more than just charts and numbers. They help teams stay on track, spot problems early, and make better decisions. Whether you run a small business or a large company, the right dashboard can save time and boost sales. Here’s what we learned: Sales dashboards give a clear view of your business. They help track goals, team performance, and customer trends. Different dashboards serve different needs—some focus on team progress, while others track sales growth. Using a dashboard can reduce guesswork and improve decision-making. Now, it’s time to take action. Choose a sales dashboard that fits your needs and start using it today. Need help setting up the perfect one? Partner with a dashboard development company to guide you!