Whether running weekly team meetings or planning long-term strategy, a good sales dashboard keeps you in control of the data that matters most.
With the right dashboard, you can track the entire sales pipeline, including key sales metrics, monitor your leads, and even forecast future sales. It saves you time and gives you the insights you need to make smarter decisions quickly.
So, let’s look at what makes an effective sales dashboard and how you can use one to drive higher numbers for your team.
How to Create a Sales Dashboard (Examples and Templates)
Summarize this article for me pleaseKey Elements of a Sales Dashboard
Well-designed sales performance dashboards help you focus on the metrics that matter. While sales managers can have different needs, certain key elements are universal to almost every sales dashboard.
Let’s break them down:
Sales performance metrics
Performance metrics are at the heart of any sales dashboard. These numbers tell you how well your sales representatives are doing. Consider total sales revenue, the number of deals closed, or even the average deal size.
Sales performance metrics help answer the big questions: Are we hitting our sales goals? What’s our conversion rate?
These metrics give a high-level view of sales representatives’ performance and whether they’re on track to meet their targets.
With these numbers in one place, it’s easy to manage your entire project, which includes spotting trends, celebrating wins, or addressing improvement areas.
Lead and opportunity tracking
This feature is crucial for monitoring where your leads are in the sales pipeline.
Are your leads moving forward, or are they stuck? How many leads have turned into opportunities?
A dashboard that shows this information can help your team stay on top of every potential deal.
By having this data at your fingertips, you can take immediate action. Whether it’s following up with a lead that’s gone cold or prioritizing a hot opportunity, lead tracking ensures nothing falls through the cracks.
Revenue and sales forecasting
Revenue and sales forecasting play a major role in any sales dashboard. Forecasting helps you predict future sales based on historical data, current opportunities, and market trends. This is especially important for long-term planning and goal-setting.
Accurate forecasting allows you to allocate resources effectively, make informed decisions, and adjust strategies if needed. It’s like having a roadmap for where your sales are headed, giving you more confidence as you plan for the future.
Summarize this article for me pleaseFactors to Consider When Creating a Sales Dashboard
When building sales dashboards, it’s essential to structure them around your team’s unique needs. A generic dashboard won’t always give you the actionable insights you’re looking for, and taking the time to get the setup right can make a huge difference.
Here are a few key factors to consider when creating a sales dashboard.
Who will use the dashboard?🔍
The first question you should ask yourself before building a sales performance dashboard is, who will use it? This factor will decide what key performance metrics should be focused on in the dashboard.
What are your team’s goals?🔍
Before diving into metrics and data points, you need to define success for your sales representatives. Are you focusing on boosting revenue, shortening the sales cycle, or increasing lead conversion rates?
Your goals will directly influence the metrics you track in your dashboard.
How user-friendly is it?🔍
A sales performance dashboard should make your life easier, not more complicated. Ensure the interface is user-friendly and the data is presented clearly.
The dashboard loses value if your sales team struggles to interpret the information. Your dashboard must be intuitive and accessible to everyone, from team members to upper management.
Does it provide real-time data access?🔍
Sales teams have to be quick in decision-making. The source of information on this dashboard should be up-to-date at all times. Therefore, looking for a dashboard solution that offers real-time updates is best.
This allows you to react quickly to changes in the sales landscape, whether jumping on a hot lead or adjusting forecasts based on the latest numbers.
What customization features does it offer?🔍
Not all teams need the same set of sales metrics. A customizable dashboard ensures that you’re tracking what’s important to you.
Flexibility in your dashboard design is key, whether you need to add specific objectives and key results, filter data by region, or create different views for various team members.
Can it be integrated with other tools?🔍
Your sales performance dashboards should work seamlessly with the other tools your team relies on.
This includes CRM software, marketing automation platforms, and even accounting tools. Integration helps streamline your workflow and provides a complete view of your sales data.
Keep these factors in mind while creating your sales performance dashboard, and you will have a one-stop solution for monitoring your team’s performance.
Also Read: How to Use AI in Sales (Use Cases & Tools)
Summarize this article for me pleaseHow to Create a Sales Dashboard
Creating a sales dashboard is simple, but only if you have the right tools. ClickUp, a product and marketing management tool, offers everything you need. Start by defining your sales goals—do you want to track your revenue, close deals, or improve lead conversions?
ClickUp’s Dashboards provide a centralized view of key performance indicators (KPIs) and metrics.
They can be customized to display a variety of data, including:
- Sales pipeline overview: Visualize the number of deals in each stage and their overall value
- Sales performance: Track metrics like revenue generated, conversion rates, and average deal size
- Team performance: Monitor individual sales representatives’ performance, including the number of deals closed and revenue generated
- Customer satisfaction: Track customer satisfaction metrics like Net Promoter Score (NPS) and customer churn rate
At the core of ClickUp’s sales capabilities is its project management software. By creating dedicated sales projects with ClickUp’s Sales Project Management Solution, teams can organize deals, track pipelines, and manage tasks related to the sales process.
Key features include:
- Task management: Assign tasks to team members, set due dates, and track progress
- Automation: Streamline data entry and ensure leads progress smoothly through your pipeline using automation
- Custom Fields: Create custom fields to capture specific data relevant to your sales process
Next up, ClickUp’s CRM Project Management Solution provides a comprehensive platform for managing sales activities and building strong customer relationships.
ClickUp’s CRM offers capabilities such as:
- Contact management: Store customer information, including contact details, company information, and communication history
- Opportunity management: Track sales opportunities, including deal value, probability, and expected close date
- Activity tracking: Log calls, emails, and meetings to maintain a record of interactions with customers
- Pipeline management: Visualize the sales funnel, track deal stages, and set probability scores
Since adopting ClickUp, Shopmonkey has released three new products in three months, and they plan to scale up their usage even further.
Best practices and tips for creating a dashboard
Here are a few best practices and tips you can follow while creating or customizing your sales dashboards:
1. Start simple, then build
If you’re new to creating dashboards, begin with the basics. Add a few key metrics like total sales, leads, and opportunities.
Once you’re comfortable, you can expand by adding more widgets and customizing the layout. ClickUp’s drag-and-drop interface makes adding and rearranging widgets easy as your needs evolve.
2. Use visuals to simplify data
Charts, graphs, and color-coded status updates help simplify complex data. ClickUp allows you to use various visual software, making it easier to understand performance.
A pie chart showing revenue distribution or a bar graph comparing monthly sales can quickly communicate trends to your team.
3. Keep your team in the loop
With ClickUp, you can easily share your sales dashboard with team members, clients, or stakeholders. The platform also allows you to set permissions to control who can view or edit the dashboard.
This ensures everyone is on the same page, whether monitoring progress or discussing strategy.
4. Automate where possible
Sales teams are often pressed for time, and automating repetitive tasks can free up resources for more important work. With ClickUp, you can automate actions such as updating statuses or notifying team members when a task moves to a new stage.
This reduces manual work and keeps your dashboard updated in real-time.
By using ClickUp, you’re not just creating a static dashboard—you’re building a dynamic, customizable tool that grows with your sales team and adapts to your changing needs.
You can use free sales templates to build a custom ClickUp Dashboard with widgets that visualize key metrics like sales performance and deal progress.
Summarize this article for me pleaseSales Dashboard Templates and Examples
Creating a sales dashboard from scratch can take time, but templates can fast-track the process. They give you a solid starting point with built-in metrics and layouts, making it easier to visualize your data.
Here are some of the best templates for you, depending on what you need:
1. ClickUp Sales Pipeline Template (Beginner)
The ClickUp Sales Pipeline Template is best for you if you’re a new sales manager creating a sales dashboard to monitor your sales team.
You can find ready-to-use and fully customizable folders in this template. You also get automation features and seven custom field options like ‘Name,’ ‘Email,’ ‘Job Title,’ and much more.
With multiple view options, such as Whiteboard View, List View, and up to 14 Custom Statuses, this template is a complete package for overseeing your sales performance.
2. ClickUp Sales Pipeline Template (Intermediate)
If you are a seasoned sales manager, you might benefit more from ClickUp’s Sales Pipeline Template.
This one provides you with more functionalities for creating sales dashboards. It’s feature-rich, easily adaptable, and has a fully customizable workspace. Here are a few things you can do with this template:
- Look at your entire sales funnel in a single view
- Prioritize leads based on urgency, value, and potential
- Drag-and-drop items to customize the interface
- Save on training and development costs since the template is easy to use
- Improve communication between team members
- Forecast your team’s performance more accurately
Moreover, this template offers 30 Custom Statuses and four Custom Views to ensure easy accessibility.
3. ClickUp Sales Report Template
Are you a more visual manager who prefers graphs and charts to rows and columns of numbers? The Sales Report Template by ClickUp helps you compile detailed sales reports in a visually appealing way.
This lets you quickly analyze your team’s performance by tracking key sales metrics like revenue, closed deals, and pipeline value over time. This information lets you keep your sales representatives on track with their goals.
You can also set Custom Statuses like ‘Open’ and ‘Complete’ to track your sales process. It has ten custom attributes and five Custom Views to get all the sales information you need.
4. ClickUp Sales KPI Template
The ClickUp Sales KPI Tracking Template is your go-to tool for monitoring all your essential metrics. It’s easy to track and analyze key performance indicators (KPIs) like qualified leads, conversion rates, and revenue growth.
It offers Custom Fields that let you input data for each KPI to keep track of targets, actual results, and the differences between them. Using ClickUp’s robust reporting and dashboard features, you can visualize your team’s performance in real time, helping you identify areas that need improvement and those that exceed expectations.
This template is designed to help your team stay aligned on goals. You can organize KPIs by department or individual team members, ensuring everyone is working toward the same objectives. With Custom Statuses like ‘On Track,’ ‘At Risk,’ or ‘Completed,’ your team can easily see the progress of each KPI at a glance.
5. ClickUp Sales Calls Template
If your sales process relies heavily on phone calls, this Sales Calls Template by ClickUp is perfect for you. It lets you categorize call outcomes, set follow-up reminders, and capture valuable insights from each interaction.
You can customize it to track key metrics like the number of calls made, the conversion rate of those calls, and follow-up statuses. This gives you a clear picture of your outreach efforts and helps prioritize, which leads to focus.
In addition to tracking the numbers, this template promotes better team communication by allowing team members to leave notes on each call. This helps keep everyone aligned on what’s been discussed and the next steps.
6. ClickUp Sales Tracker Template
The ClickUp Sales Tracker Template offers a comprehensive way to manage your entire sales pipeline. This template allows you to customize fields to track every sales process step, including leads, deals, and revenue forecasts.
You can track the progress of each deal through different stages—like lead generation, qualification, negotiation, and closing—making it easier to monitor pipeline performance. It’s a great tool for ensuring nothing gets lost in the shuffle as you move from one stage to the next.
In addition to its visual appeal, this sales tracking template integrates seamlessly with other tools you’re already using, such as CRM dashboards. You can pull in data from various sources, allowing for a unified view of your sales performance.
With features like Automated Updates and Task Assignments, you can keep your team on track and ensure that all necessary actions are taken at every stage of the sales process.
7. ClickUp Sales Process Template
Does your sales process have fixed steps or protocols that every team member must follow?
ClickUp’s Sales Process Template is perfect for creating a standardized and repeatable process.
It lets you map out each step of your sales workflow, from the first point of contact to closing a deal. It also offers automation features to minimize manual tasks and improve consistency. You can set predefined steps for lead qualification, proposal submission, negotiation, and follow-ups, ensuring your team always follows best practices.
One of the standout features of this template is also its adaptability. As your business grows or market conditions change, you can easily tweak the process to meet new demands.
The template also promotes collaboration among your team members by letting them see the progress of each lead in real time. Using this structured approach, you can optimize your team’s efficiency, reduce errors, and close deals faster.
8. HubSpot
HubSpot is easy to start with and can be customized as your business grows. Its dashboards are fairly intuitive and can help you track deals, leads, and performance metrics in real time.
Using HubSpot dashboards is a good option for sales leaders who are already using their Customer Relationship Management (CRM) tools for lead management and customer tracking.
9. Zoho CRM
Zoho’s sales dashboard allows for real-time tracking of how much revenue you’re making, your current leads, and all your pipeline stages.
It’s customizable, integrates well with other tools, and provides a robust solution for small and large sales teams. You can also create forecasts to keep your sales representatives on track at all times.
Whether this is a good sales dashboard depends on your sales strategy–does it rely heavily on CRM tools and metrics?
10. Salesforce
Salesforce is known for its highly customizable dashboards, which can be tailored to track any sales metric you need.
With its drag-and-drop functionality, you can design a perfect dashboard for your team. The Salesforce dashboard can also integrate easily with multiple tools to give you a comprehensive process.
It’s a good sales representative dashboard if you need sales solutions more than CRM or project management solutions. It can track functions across your entire sales team and is customizable to fit all sales strategies.
It can also boost data-driven decision-making since all your sales analytics are available in one place.
Summarize this article for me pleaseDrive Sales Revenue Growth with ClickUp
Sales dashboards aren’t just nice-to-have tools—they’re essential for any team looking to stay on top of their game. Whether tracking performance metrics, following up with leads, or forecasting future revenue, a well-built dashboard helps you make data-driven decisions more confidently.
With tools like ClickUp, you can create a customized sales dashboard tailored to your team’s needs, streamlining everything from lead tracking to revenue forecasting. One of the standout features is their extensive library of ready-to-use sales templates, making it incredibly quick to set up your dashboard.
As your sales team evolves, your dashboard can adapt, helping you stay agile, efficient, and focused on what matters most: closing deals and driving growth.
Sign up for a free ClickUp account and watch your sales soar!
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