Sales Dashboards That Turn Pipeline Data Into Revenue Confidence
Real-time pipeline health, rep performance tracking, deal velocity analysis, and revenue forecasting that gives your sales leadership the visibility to hit quota consistently.
Organizations with data-driven sales dashboards see a 29% increase in sales performance
Salesforce Research
Sales Dashboards
What's Included
Everything you get with our Sales Dashboards
Pipeline Health Dashboards
Visual pipeline by stage, rep, territory, and product with deal aging, bottleneck identification, and pipeline gap analysis
Forecasting & Performance Views
Weighted forecast models, quota attainment tracking, rep performance scorecards, and deal velocity analysis for every segment
CRM Data Integration
Connection to your CRM, dialer, email tracking, and proposal tools for complete sales activity and outcome data in one place
Our Sales Dashboard Process
Sales Process Analysis
We work with your sales leadership to understand your pipeline stages, key metrics, forecasting methodology, and the decisions they make weekly. This analysis ensures every dashboard element supports a real management need.
Data Integration
We connect your CRM, dialer, email tracking, proposal tools, and any other sales systems into a unified data layer. Deal data, activity data, and outcome data are combined for complete sales intelligence.
Dashboard Build
We build dashboards for sales managers, VPs, and individual reps, each with the appropriate level of detail. Manager views show team performance and coaching data. VP views show forecast accuracy and pipeline trends. Rep views show personal metrics and quota progress.
Calibration
We calibrate forecast weights, validate metrics against historical actuals, and fine-tune the dashboard during the first month. This ensures the numbers your team sees match reality and become trusted for decision-making.
Key Benefits
Pipeline visibility
See your entire pipeline by stage, rep, product line, or territory in one view. Instantly identify bottlenecks, stalled deals, and pipeline gaps that threaten your forecast. Visual pipeline flow diagrams make it obvious where deals are getting stuck.
Accurate sales forecasting
Weighted pipeline forecasting combined with historical win rate data produces forecasts your CFO can trust. Trend lines show whether your team is on pace to hit quarterly targets, and scenario modeling lets you see the impact of closing specific deals.
Rep performance tracking
Activity metrics, conversion rates, deal velocity, average deal size, and quota attainment for every rep, all in one view. Sales managers can identify coaching opportunities, recognize top performers, and allocate leads to the reps most likely to close them.
Research & Evidence
Backed by industry research and proven results
CRM and Sales Performance
CRM can increase sales by 29%, productivity by 34%, and forecast accuracy by 42%
Salesforce Research (2023)
Data-Driven Sales Management
Data-driven organizations are 23 times more likely to acquire customers
McKinsey (2020)
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