What is a Sales Dashboard?
Sales Dashboards are your one-stop shop for tracking your team's sales performance and trajectory.
They allow you to see the results of all your team's efforts, from leads and revenue potential to conversions and revenue collected. This can also act as a Sales Scorecard that you can use as a leaderboard for your team to motivate them.
Any sort of overview of sales activity can be displayed in a dashboard and it will make your team conversations more effective, save you time, and give you one central location to start your sales evaluation!
Web-based Sales KPI Dashboards
Web-based sales dashboards are excellent for your entire team to use and have access to. They often link to CRM data and accounting data (ex. Quickbooks) to join the two up! Because of that, they are mostly automated so this will really help eliminate headaches from a stereotypically manual process.
Everyone on your team or leadership team can be looking at the same thing at the same time and be on the same page. They are only as good as the data that's entered in places like your CRM, but once that is set, then you are off on your automated and efficient sales conversations, driven by your dashboard!
Sales Dashboards in Excel
Excel is home base for all sorts of dashboards, including sales. The reason is that all data can be exported into Excel and it can really flex for what sales views your team needs.
The beauty of the Excel sales dashboard is that it's 100% customizable and can handle any data or metrics that matter most to your team. There are also a lot of opportunities for inputs and team member selections so you can have the dashboard be completely interactive and real input from your team reflected right on the dashboard in an instant!
Sales Dashboard Examples
Sales leaderboards are incredibly common. In a typically competitive area, it's motivating and beneficial to see the whole team's performance at a glance and see where everyone ranks.
This double as a good overview for sales leaders and business owners to see the whole picture and creates the opportunity to leverage top performer skills for their best practices.
Overall Sales KPI Dashboards
If you are more focused on seeing the impacts of your whole sales performance, a Sales KPI Dashboard is probably the best option for you.
It is less about highlighting specific individuals or teams, but rather, it focuses on the efforts of the sales team as a whole and checks to make sure everything is heading in the right direction!
Sales Dashboards: Why Work with Pineapple
Sales, more often than not, involves a lot of manual processes. There are some manual pieces that will likely never change, but any chance to automate any part of the process can have significant benefits.
The summary and performance overview piece is a great candidate for automation and visualization.
The ability to actually see and compare the performance of whatever KPIs you are looking for is our specialty! No more digging through CRMs to try and find the answers you're looking for - it becomes as simple as a 10-second check on your dashboard and you're done!
Sales Dashboard Plans
Choose one of our sales dashboard plans and save your team some time!
Web-based or Excel-based dashboard, custom KPIs, custom visuals, custom data input set up, single dashboard view
Web-based or Excel-based dashboard, custom KPIs, custom visuals, automated data flow, multiple dashboard views