Sales dashboard

An overview of sales dashboards for different sales roles

Sales dashboards provide metrics on how successfully a company is bringing prospects through the sales funnel. At a high level, the stages tracked in sales dashboards include:

  • Prospecting: Emails sent, calls made, social media messages sent, etc.
  • Pitching: Length of sales cycle, size of pipeline, opportunities at each sales stage.
  • Closing: Win/loss rate, trends in loss reason.

Popular sales dashboard tools:

  • Salesforce: This well-known CRM allows users to build dashboards covering metrics across every stage of the sales cycle. Salesforce offers a great deal of customization in terms of dashboard capabilities.
  • Hubspot: Hubspot’s reporting capabilities are generally focused on pre-built dashboards, and includes data on both the marketing and sales.
  • Getting a complete picture of marketing is difficult with one tool – you can combine your tools of choice using Plus.


SDR (Sales Development Representative) Dashboard

A SDR (Sales Development Representative) is generally responsible for the prospecting part of the sales process. Simply put, this means that they are responsible for getting good leads in front of the Sales Executives.

What to include in the SDR Dashboard:

  • Number of contacts / leads created.
  • Quality of leads generated for the sales team.
  • Lead sources.
  • Effectiveness of outreach.

Sales Executive Dashboard

The Sales Executive is responsible for turning leads into closed deal – i.e. they are responsible for pitching and closing deals. This means that a Sales Executive dashboard should provide an overview of every open opportunity, both at an aggregate and opportunity level.

What to include in the Sales Executive dashboard:

  • Size and composition of the sales pipeline.
  • Overview of open opportunities, including details such as "last contacted" and stage of sales cycle.
  • Sales forecast based on open opportunities.

Sales Manager Dashboard

As the name suggests, a Sales Manager is responsible for managing the sales team. The overarching responsibility of the Sales Manager is to analyze, develop and implement sales strategies, track sales performance, set targets and budget. This means that the sales dashboard for this role is focused on the whole process for the entire team.

What to include in the Sales Manager Dashboard:

  • Overall sales pipeline for the team.
  • Sales performance of individuals on team to identify high performers and those who ay need coaching.
  • Account health to keep a finger on the pulse of existing customers.
  • Sales productivity, such as number of meetings or emails sent.

Watch our co-founder Dan provide some additional context around how to use Plus to create sales dashboards:

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