Sales dashboard: your leads, sales and conversion in a single view
Leads, sales and conversion in one clear dashboard to follow day-to-day sales.
To find out how the month is going, someone has to export data, build a spreadsheet and do the maths. By the time it is ready, the information is already a few days old and rarely gets looked at.
The Sales dashboard is a visual panel focused on sales: how many leads (interested people) come in, how many sales are closed and what the conversion is, meaning the share of contacts who end up buying. It draws on your sales data, usually from your CRM (Customer Relationship Management).
It makes sense when you already record your contacts and sales but have no quick way to see them. It is the right option if the question you want answered is “how are sales going?”.
If you also need to bring in marketing data, such as campaigns or website traffic, the KPI / BI Dashboard (CRM-06) is a better fit. If you want to combine multiple sources with metrics specific to your business, choose the Advanced BI / Dashboard (CRM-07).
- Sales data
- Choosing indicators
- Dashboard design
- Connection
- Daily reading
We choose what to measure
We agree the sales indicators with you: new leads, opportunities by stage, closed sales and conversion.
We review your data
We check that the information in your CRM or sales records is enough to calculate those indicators.
We design and connect the dashboard
We create an easy-to-read dashboard and connect it to your data so it updates without manual work where the source allows.
We walk you through it
We go through with you how to read each chart and which filters to use.
- Dashboard of leads, sales and conversion
- Selection of sales indicators with you
- Clear, easy-to-read visual design
- Connection to your sales data source
- Walkthrough of the dashboard at handover
- Marketing and campaign data combined with sales: available in the KPI / BI Dashboard (CRM-06)
- Multiple sources and custom metrics: available in the Advanced BI / Dashboard (CRM-07)
- Cleaning or reorganising messy data: available as an additional service
- Paid data visualisation tool licences
- Monthly analysis and report: available as an additional service (CRM-08)
A renovation company records its quotes in a CRM, but nobody looks at the data as a whole.
Before
Every Monday the manager asks how many quotes have been sent and how many accepted. The answer arrives late and sometimes doesn’t add up.
After
He opens the dashboard and sees the month’s new contacts, the quotes at each stage and how many have turned into jobs.
- A quick, up-to-date view of sales activity
- You spot the stage where sales get stuck
- Sales meetings based on shared data
- Targets that are easier to track
- It can reduce the hours spent preparing spreadsheets and sales reports
- It can avoid mistakes when copying and adding up data by hand
- It lets everyone check the same information without having to ask for it
- Sales dashboard connected to your data
- Lead, sales and conversion indicators
- Dashboard access for the people you choose
- Explanation of how to read it
The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.
- Choose services
- Leave your details
- See your quote
What is the difference between the three dashboards?
The sales dashboard shows sales: leads, sales and conversion. The KPI / BI dashboard brings marketing and sales together from the agreed sources. The advanced one combines multiple sources with custom metrics.
Do I need a CRM?
You need your sales data recorded in an orderly way. A CRM is the most common option; if you don’t have one, we can set it up with CRM Setup (CRM-01).
Does it update automatically?
Yes, when the data source allows an automatic connection. If that isn’t possible, we explain a simple way to update it.
Why is the price “from”?
Because it depends on the source tool and the number of indicators. We confirm the price after reviewing your data.
Next step
Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.