10 Sales Dashboard Software That'll Help You!

Are you making the most of your sales data to drive success? In today’s data-driven world, leveraging sales data effectively is more crucial than ever. Studies show that companies that utilize data-driven decision-making can increase productivity by up to 6% and profitability by 8%. This statistic highlights the significant impact that properly managed data can have on sales performance. In this blog, we will explore what sales dashboards are, their importance, practical examples, and how to create and use them effectively to enhance your sales strategy.

What is a Sales Dashboard?

A sales dashboard is a visual representation of sales data that enables real-time tracking and analysis. These dashboards provide a comprehensive view of the sales process, allowing sales teams to monitor key performance indicators (KPIs) and make data-driven decisions.

Sales dashboards typically come with a variety of features. Users can filter data by different time periods, pull in real-time data, and customize views based on their specific needs. This flexibility allows sales teams to focus on the metrics that matter most to them, whether that’s daily performance or long-term trends.

The benefits of using a sales dashboard are substantial. With a well-designed dashboard, sales teams can visualize actionable data, track performance, and make informed decisions that directly impact revenue. By presenting data in a clear and concise format, dashboards help sales teams quickly identify areas of success and areas that need improvement.

Additionally, sales dashboards can integrate data from various sources, such as customer relationship management (CRM) systems, marketing platforms, and financial software. This integration ensures that all relevant data is available in one place, making it easier for teams to collaborate and make informed decisions.

Importance of Sales Dashboards in Sales Strategy

Sales dashboards play a vital role in any sales strategy by helping track key performance indicators (KPIs) like quota attainment, conversion rates, and average deal size. These metrics provide valuable insights into the effectiveness of a sales team’s efforts and help identify areas for improvement.

For sales leaders, dashboards are essential tools for monitoring team performance and adjusting strategies as needed. By keeping an eye on key metrics, sales managers can make data-driven decisions that optimize their team’s performance and maximize revenue. This proactive approach helps ensure that the sales team stays on track and achieves its goals.

Early detection of potential issues is another significant advantage of using sales dashboards. By continuously monitoring sales data, teams can identify trends and patterns that may indicate problems before they become major issues. This allows sales managers to take corrective action quickly, preventing small problems from escalating into larger ones.

Moreover, dashboards can help foster a culture of accountability within the sales team. By making performance data visible to all team members, sales dashboards encourage transparency and motivate individuals to perform at their best. This increased accountability can lead to higher levels of productivity and overall sales success.

How to Create a Sales Dashboard

Creating a sales dashboard involves several key steps to ensure it effectively meets the needs of your sales team. Here’s a step-by-step guide to help you get started:

Identify Sales Metrics

The first step in creating a sales dashboard is to identify the sales metrics that are most important to your company. These metrics should align with your overall sales goals and provide insights into key aspects of your sales process. Common metrics include conversion rates, average deal size, and sales cycle length.

It’s essential to choose the right metrics based on your company’s specific needs and objectives. For example, a company focused on rapid growth may prioritize metrics like new customer acquisition and revenue growth, while a company focused on customer retention may prioritize metrics like customer lifetime value and churn rate.

Understand Usage

Next, consider how different roles within your sales team will use the dashboard. Sales representatives, managers, and vice presidents all have different needs and priorities, so it’s crucial to tailor the dashboard accordingly. For example, a sales rep might need a dashboard that focuses on their individual performance, while a manager might need a dashboard that provides an overview of the entire team’s performance.

By understanding the unique needs of each role, you can create a dashboard that provides relevant and actionable insights for all users. This ensures that everyone on the sales team can access the information they need to perform their job effectively.

Choose a Provider

Selecting the right sales dashboard provider is another important step in the process. When choosing a provider, consider factors like CRM integration, data sources, and user preferences. A good provider should offer seamless integration with your existing CRM system and other data sources, making it easy to pull in the data you need.

Additionally, look for a provider that offers customizable dashboards that can be tailored to your team’s specific needs. This flexibility allows you to create a dashboard that provides the most relevant and actionable insights for your sales team.

Data Integration

Once you’ve chosen a provider, the next step is to integrate your data into the dashboard. This involves pulling data from various sources, such as your CRM system, marketing platforms, and financial software. By consolidating all relevant data into a single dashboard, you can provide a comprehensive view of your sales process and make data-driven decisions with confidence.

It’s important to ensure that your data is accurate and up-to-date, as this will impact the effectiveness of your dashboard. Regularly reviewing and updating your data sources can help maintain the integrity of your sales dashboard and ensure that it continues to provide valuable insights.

Build Reports

Finally, it’s time to build reports that visualize your data using various charts and graphs. These reports can help you compare data across different time periods, analyze trends, and identify patterns that may indicate opportunities for improvement.

When building reports, consider using a variety of visualization techniques to present your data in the most effective way possible. For example, bar charts can be useful for comparing performance across different sales reps, while line charts can help track trends over time. By using the right visualization techniques, you can make your data more accessible and easier to understand.

Examples of Effective Sales Dashboards

There are several types of sales dashboards that can be highly effective in different scenarios. Here are some examples:

Sales Conversion Rate Dashboard

A Sales Conversion Rate Dashboard tracks conversion rates across different stages of the sales pipeline. This dashboard provides valuable insights into how well your sales team is converting leads into customers, allowing you to identify areas for improvement.

By monitoring conversion rates at each stage of the sales process, you can pinpoint where potential customers are dropping off and take steps to improve your sales funnel. This can lead to higher conversion rates and increased revenue for your company.

Sales Rep Dashboard

A Sales Rep Dashboard helps sales representatives monitor their individual performance and progress. This type of dashboard typically includes metrics like number of calls made, meetings scheduled, and deals closed, providing reps with a clear view of their performance.

By tracking their performance over time, sales reps can identify areas where they need to improve and take steps to enhance their skills. This increased focus on performance can lead to higher levels of productivity and better overall results for the sales team.

Sales Manager Dashboard

A Sales Manager Dashboard provides sales managers with an overview of team performance and monthly goals. This dashboard typically includes metrics like total sales, average deal size, and quota attainment, helping managers assess their team’s performance at a glance.

With this information, sales managers can make informed decisions about how to allocate resources, adjust strategies, and provide coaching to their team members. This proactive approach can help ensure that the sales team stays on track and meets its goals.

Sales Leaderboard

A Sales Leaderboard fosters healthy competition and recognizes top performers within the sales team. This dashboard typically ranks sales reps based on metrics like total sales, revenue generated, and deals closed, providing a fun and motivating way to track performance.

By recognizing top performers, the sales leaderboard encourages healthy competition and motivates team members to strive for excellence. This can lead to increased productivity and better overall results for the sales team.

Deal Performance Dashboard

A Deal Performance Dashboard tracks revenue forecasts and deal progress, providing valuable insights into the health of your sales pipeline. This dashboard typically includes metrics like deal size, deal stage, and win rate, helping sales teams identify which deals are most likely to close.

By monitoring deal performance, sales teams can prioritize their efforts and focus on the deals that are most likely to close. This can lead to higher close rates and increased revenue for your company.

Other effective sales dashboards include Win/Loss Dashboard, Sales Performance by Region, and Time-Tracking Sales Dashboard. Each of these dashboards provides unique insights into different aspects of the sales process, helping sales teams optimize their efforts and achieve their goals.

Best Sales Dashboard Software Providers

Selecting the right sales dashboard software is essential for maximizing your sales team’s efficiency and performance. Here, we provide an in-depth look at some of the best sales dashboard software providers, highlighting their unique features, benefits, and how they can help you harness the power of your sales data.

1. HubSpot

Seamless CRM Integration

HubSpot offers a robust sales dashboard solution with direct integration into its popular CRM platform. This integration ensures that all your sales data is centralized, making it easy for teams to access information in real-time. By integrating seamlessly with HubSpot CRM, the dashboards provide a unified view of customer interactions, deal progress, and overall sales performance without the need for additional data imports.

Customizable Dashboards

HubSpot’s sales dashboards are highly customizable, allowing sales teams to tailor their views according to specific business needs. Users can choose from a variety of pre-built templates or create their own dashboards from scratch. This flexibility enables teams to focus on the most relevant metrics, such as sales revenue, deal stages, and pipeline health, ensuring that all team members have the insights they need to succeed.

Advanced Reporting Features

Beyond basic dashboard functionality, HubSpot provides advanced reporting features that enable in-depth analysis of sales data. These features allow users to build complex reports with custom fields, calculated properties, and segmented data. Sales managers can easily track team performance, identify trends, and make data-driven decisions to improve sales strategies.

User-Friendly Interface

HubSpot is known for its user-friendly interface, which makes navigating and using the platform straightforward for both technical and non-technical users. The drag-and-drop functionality allows users to build and adjust dashboards quickly, making it easy to adapt to changing business needs without requiring extensive technical knowledge.

2. Geckoboard

No-Code Dashboard Creation: Geckoboard is designed for users who need a straightforward, no-code solution for building sales dashboards. It offers an intuitive interface that allows users to create dashboards without any programming skills. This is ideal for sales teams that want to quickly set up dashboards and start visualizing data without relying on IT support.
Easy Data Integration: Geckoboard excels in data integration, offering connections to over 80 different services and platforms. Whether you are pulling data from a CRM, a Google Sheet, or a database, Geckoboard simplifies the integration process with its user-friendly setup. This ensures that your sales data is always up-to-date and accurately reflected in your dashboards.
Customizable Templates: To help users get started, Geckoboard provides a variety of pre-built templates that can be easily customized. These templates cover a range of sales metrics, including KPIs, conversion rates, and revenue goals. By using these templates, sales teams can quickly set up dashboards that align with their specific objectives, saving time and effort.
Real-Time Data Updates: One of the key features of Geckoboard is its ability to update data in real-time. This ensures that sales teams always have the most current information at their fingertips, enabling them to respond quickly to changing conditions and make informed decisions. Real-time updates are particularly valuable for tracking live sales performance and adjusting strategies on the fly.

3. datapine

Interactive Dashboards: datapine offers a powerful business intelligence platform that focuses on creating interactive dashboards. These dashboards allow users to explore data dynamically, drilling down into specific metrics and adjusting views on the fly. This interactivity helps sales teams uncover hidden insights and make more informed decisions based on detailed data analysis.
Comprehensive Data Visualization Options: datapine provides a wide range of visualization options, including charts, graphs, maps, and more. These visual tools help sales teams present data in a clear and accessible way, making it easier to identify trends and patterns. With datapine, users can choose the most effective visualization for their data, ensuring that important information is communicated effectively.
Advanced Analytics Features: Beyond basic dashboard functionality, datapine includes advanced analytics features such as predictive analytics, trend analysis, and what-if scenarios. These tools enable sales teams to go beyond simple reporting and start forecasting future performance based on historical data. By leveraging these advanced analytics, sales managers can anticipate market changes and adjust their strategies accordingly.
Integration with Multiple Data Sources: datapine supports integration with a wide variety of data sources, including CRMs, databases, and third-party applications. This flexibility allows sales teams to consolidate all relevant data into a single platform, providing a comprehensive view of sales performance across the organization. With easy data integration, datapine ensures that your dashboards always reflect the latest information.

4. Klipfolio

Multi-Source Data Integration: Klipfolio is known for its ability to combine data from multiple sources into a single, comprehensive dashboard. Whether you are pulling data from a CRM, marketing platform, or financial software, Klipfolio makes it easy to integrate all your data into one place. This holistic view of your sales performance helps teams make informed decisions based on a complete picture of the business.
Customizable Dashboard Options: Klipfolio offers extensive customization options, allowing sales teams to create dashboards that meet their specific needs. Users can choose from a wide range of visualization tools, including bar charts, line graphs, and pie charts, to present data in the most effective way. This customization ensures that all team members can access the information they need in a format that makes sense to them.
Real-Time Data Monitoring: With Klipfolio, sales teams can monitor data in real-time, ensuring that they always have the most current information available. This real-time monitoring is crucial for tracking live sales performance and making timely adjustments to sales strategies. By providing up-to-date data, Klipfolio helps sales teams stay agile and responsive in a fast-paced business environment.
User-Friendly Interface and Collaboration: Klipfolio’s interface is designed to be user-friendly, making it easy for sales teams to build and customize dashboards without needing extensive technical knowledge. Additionally, Klipfolio offers collaboration features that allow team members to share dashboards and insights easily, fostering a collaborative environment where everyone can contribute to improving sales performance.

5. Zoho Analytics

Extensive Reporting Capabilities: Zoho Analytics is a powerful tool that offers over 60 customizable reports and a variety of dashboards tailored to different business needs. These reports cover all aspects of sales performance, from lead generation to deal closure, providing a comprehensive view of your sales pipeline. With these extensive reporting capabilities, sales teams can track progress and identify areas for improvement with ease.
Full Integration with HubSpot: Zoho Analytics integrates fully with HubSpot, making it an excellent choice for teams already using HubSpot CRM. This integration allows for seamless data flow between platforms, ensuring that all sales data is accurately reflected in your dashboards. By combining Zoho Analytics with HubSpot, sales teams can leverage both platforms’ strengths to optimize their performance.
Customizable Visualizations: Zoho Analytics provides a variety of visualization options, including charts, graphs, and pivot tables, to help sales teams present data in a clear and meaningful way. These visualizations make it easy to identify trends and patterns, allowing teams to make data-driven decisions that enhance sales performance. With customizable visualizations, Zoho Analytics ensures that your data is always presented in the most effective way.
AI-Powered Insights: Zoho Analytics includes AI-powered insights that provide automated analysis and recommendations based on your data. These insights can help sales teams identify potential opportunities and risks, allowing them to take proactive steps to improve performance. By leveraging AI, Zoho Analytics helps sales teams stay ahead of the competition and achieve their goals more efficiently.

6. Coefficient

Spreadsheet-Based Dashboards: Coefficient offers a unique approach to sales dashboards by providing spreadsheet-based solutions. This platform is ideal for teams that are familiar with spreadsheet tools like Excel and Google Sheets, offering a familiar interface with advanced dashboard capabilities. By using spreadsheets as the foundation for dashboards, Coefficient makes it easy for teams to create and customize their views without learning new software.
Real-Time Data Syncing: One of Coefficient’s standout features is its real-time data syncing. This ensures that all data in the dashboard is updated automatically, providing an accurate and up-to-date view of sales performance. Real-time syncing is particularly valuable for sales teams that need to monitor live data and make quick decisions based on current information.
Customizable Reports and Visuals: Coefficient allows users to create highly customizable reports and visuals, providing flexibility in how data is presented. Whether you need a simple table or a complex chart, Coefficient offers the tools to build reports that meet your specific needs. This customization ensures that all team members can access the information they need in a format that makes sense to them.
Easy Collaboration and Sharing: Coefficient also offers easy collaboration and sharing features, making it simple for team members to work together and share insights. By providing a platform that encourages collaboration, Coefficient helps sales teams stay aligned and work together to achieve their goals.

7. Slemma

Centralized Data Management: Slemma specializes in centralizing sales and marketing data into user-friendly dashboards. This platform allows sales teams to combine data from multiple sources, such as CRM systems, marketing automation tools, and other databases, into a single, cohesive dashboard. By centralizing data, Slemma helps teams gain a comprehensive view of their performance, making it easier to analyze sales trends and identify areas for improvement.
User-Friendly Interface: The user-friendly interface of Slemma makes it accessible to both technical and non-technical users. With its drag-and-drop functionality, users can easily create and customize dashboards without needing extensive technical knowledge. This ease of use allows sales teams to quickly set up dashboards and start analyzing data, reducing the time and effort required to get valuable insights.
Wide Range of Visualization Options: Slemma offers a variety of visualization options, including bar charts, pie charts, line graphs, and more. These visual tools help sales teams present data in a clear and accessible format, making it easier to understand complex information at a glance. By providing multiple visualization options, Slemma ensures that users can choose the best way to display their data, enhancing their ability to communicate insights effectively.
Collaborative Features: Slemma also includes collaborative features that allow team members to share dashboards and insights easily. This collaboration fosters a more cohesive work environment, where team members can discuss data, share findings, and work together to improve sales strategies. By making it easy to collaborate, Slemma helps sales teams stay aligned and focused on their goals.

8. Visible

Investor-Focused Dashboards: Visible is designed with startups in mind, particularly those looking to increase investor visibility through automated reports. This platform allows sales teams to create dashboards and reports that provide detailed insights into sales performance, making it easier to communicate progress to investors. By focusing on investor needs, Visible helps startups build trust and transparency with their stakeholders.
Automated Reporting: One of the standout features of Visible is its automated reporting capabilities. This feature allows users to set up automated reports that are sent to investors and other stakeholders on a regular basis. These reports can be customized to include key metrics, visualizations, and narrative commentary, providing a comprehensive view of the company’s performance. Automated reporting saves time and ensures that stakeholders are always informed about the latest developments.
Customizable Dashboards: Visible offers a range of customization options, allowing teams to tailor their dashboards to meet their specific needs. Users can select from a variety of pre-built templates or create their own dashboards from scratch. This flexibility ensures that sales teams can focus on the metrics that matter most to them, providing a clear and concise view of performance that aligns with their business goals.
Data Integration and Syncing: Visible supports integration with various data sources, including CRM systems, accounting software, and marketing platforms. This integration ensures that all relevant data is included in the dashboards, providing a holistic view of the company’s performance. By syncing data automatically, Visible ensures that dashboards are always up-to-date, allowing sales teams to make informed decisions based on the latest information.

9. TapClicks

Data-Driven Storytelling: TapClicks is a versatile platform that converts dashboard data into actionable slides and reports. This feature is particularly useful for sales teams that need to present their data to stakeholders in a compelling and easy-to-understand format. By turning data into stories, TapClicks helps teams communicate their insights more effectively, driving better decision-making and strategic planning.
Customizable and Scalable Dashboards: TapClicks offers a wide range of customization options, allowing sales teams to create dashboards that meet their specific needs. Whether you need a simple report or a complex dashboard with multiple data sources, TapClicks provides the tools to build exactly what you need. This scalability makes TapClicks an excellent choice for businesses of all sizes, from small startups to large enterprises.
Integrated Marketing Analytics: In addition to sales dashboards, TapClicks also offers integrated marketing analytics, providing a comprehensive view of both sales and marketing performance. This integration allows teams to see how their marketing efforts impact sales and adjust their strategies accordingly. By providing a unified view of sales and marketing data, TapClicks helps teams optimize their overall performance and achieve their business goals.
Easy Sharing and Collaboration: TapClicks makes it easy to share dashboards and reports with team members, clients, and stakeholders. The platform includes features for exporting data to various formats, such as PDFs and PowerPoint slides, making it easy to distribute information. This ease of sharing fosters collaboration and ensures that everyone is on the same page, helping sales teams work together more effectively to achieve their objectives.

Tips for Creating Effective Sales Dashboards

Creating an effective sales dashboard requires careful planning and attention to detail. Here are some tips to help you get started:

Use a Clean Layout: Avoid clutter by using a grid layout that makes it easy to read and understand your data. A clean layout ensures that your dashboard is easy to navigate and helps users find the information they need quickly.
Include Calculations: Incorporate relevant calculations to provide additional context and insights. For example, including calculations like win rates and average deal size can help sales teams better understand their performance and identify areas for improvement.
Ensure Accessibility: Make dashboards accessible to all team members for transparency and motivation. By making performance data visible to everyone on the team, you can foster a culture of accountability and encourage individuals to perform at their best.

By following these tips, you can create a sales dashboard that provides valuable insights into your team’s performance and helps you make data-driven decisions that drive success.

Conclusion

Sales dashboards are essential tools for any sales team looking to enhance performance and achieve their goals. By providing real-time insights into key metrics, sales dashboards help teams track performance, identify areas for improvement, and make data-driven decisions that drive success. Whether you’re looking to create a new dashboard or optimize an existing one, following the tips and best practices outlined in this blog can help you get started. Start utilizing sales dashboards today to unlock the full potential of your sales data and achieve your sales goals.