Sales Dashboard Examples

Is your team experiencing low productivity? Sales dashboards help boost motivation and drive stronger performance by displaying real-time sales metrics and actionable insights. Find out how.


Sales Dashboard Examples

A sales dashboard that provides valuable insights and is easy to use can be a useful tool for sales teams. Sales leaders might look for the best excel dashboards or research sales dashboard examples in order to find the right sales dashboard for their teams. Implementing a high quality sales dashboard can offer significant advantages by providing sales teams with data that they can use to improve their sales performance.

Ambition is a sales performance management platform. The Ambition sales performance solution can make it easier for sales leaders to manage sales reps, track activities, provide coaching and training, share goals, and more. This could help sales teams stay motivated and work more productively. 

One of the features sales management platforms can offer is sales dashboard software, which is capable of extracting actionable performance insights from a sales team’s raw sales data. A sales dashboard could provide a way for sales teams to make more informed decisions about sales strategy and potentially boost their productivity. A sales dashboard excel might be a less effective solution that is more time-consuming to set up.

A real-time sales dashboard could be an effective way to turn sales data into valuable insights that can help drive better sales performance. However, a sales dashboard’s ability to track information can be used in other productive ways as well. For example, a dynamic sales dashboard could be used to enable automated goal tracking or power friendly competitions between members of the sales team (both of which are tactics that might help motivate sales reps to be more productive). 

The metrics tracked by the sales dashboard can be displayed in leaderboards that can be viewed by the entire organization. It doesn’t matter whether the sales team all work in the same room or are scattered across different locations—the same leaderboard can be visible to everyone, allowing for company-wide organization and motivation through the use of a dynamic, real-time sales dashboard. A static dashboard may not have the same capabilities as a dynamic dashboard, and may not be as effective for goal tracking and gamification purposes.

Sales Dashboard Design Templates

A sales manager can improve their sales team’s performance by implementing a sales dashboard, but to get the full benefit they might need to turn the insights gained from the sales dashboard into informative and actionable reports. Creating sales reports from scratch can sometimes be tedious and time consuming, and it can be difficult to format all the information correctly and maintain a consistent style between reports. These are just a few examples of the ways that manually creating a sales dashboard report might be inefficient. Manual data entry methods like sales dashboard template Excel or sales dashboard Google Sheets are common solutions, but they may not be the most efficient sales dashboard platforms available.

One method of creating reports that could result in increased efficiency is to use a sales dashboard template. By using a sales dashboard template, sales leaders could create sales dashboard reports with relative ease and speed just by copying the information into the template. By providing informative and well-formatted reports on a regular basis, sales leaders can provide executives with complete visibility into the sales team’s performance.

If a report is poorly designed, it may not convey the message and performance metrics the way the sales manager intends, even if the right data is all there. Presenting the data through a visual medium in an easy-to-understand manner and effectively communicating a message about the sales team’s performance levels is not always an easy task to pull off. Using sales dashboard design templates could help sales leaders create reports with consistent and effective formatting without spending any more time than it takes to copy the data into the sales dashboard template.

An Executive Analysis

How Sales Coaching Impacts Key Business Metrics

executive analysis graphic

Salesforce Dashboard Examples

One potentially effective method of motivating improved sales performance is implementing gamification. Ambition’s sales dashboard can integrate directly with Salesforce CRM to enable Salesforce users to seamlessly integrate gamification into their system. With Ambition’s sales management system, sales leaders can achieve better visibility regarding important sales metrics, which can improve sales transparency and make sales reporting much easier. All of this can be powered by a sales team’s Salesforce CRM and assisted by the sales management system’s automation.

There are even more benefits to be gained from integrating a sales management system like Ambition with Salesforce. If greater productivity is the goal, a sales manager dashboard Salesforce integration could help achieve better performance for their sales team. Salesforce dashboard templates and Salesforce sales dashboard examples could help Salesforce users turn the metrics their dashboards report into effective sales reports. Sales leaders may be able to learn how to create the best Salesforce reports for sales managers by learning from Salesforce dashboard examples.

Sales leaders could possibly improve the performance of their sales teams by introducing gamification. Integrating Ambition with Salesforce could allow Salesforce users to easily create sales team competitions and automatically track standings and results in real time. This may be an effective way to motivate sales reps and improve their performance. Sales leaders may be able to see for themselves the benefits of integrating the Salesforce CRM with Ambition’s gamification and sales management tools by trying a Salesforce dashboard demo.

Sales Performance Dashboard

Ambition’s sales dashboard design was created to be easily integrated with many of the CRMs, like Salesforce, that a sales team might possibly be using. This can allow sales teams to easily transfer all of their data into a centralized location for better organization and cohesive sales metrics. The sales performance dashboard can serve as a convenient location where sales leaders can view daily sales dashboard data as it updates in real time. Sales leaders can also turn their sales performance dashboard data into sales reports that provide executives with the appropriate visibility into the sales team’s actions and productivity.

If a sales team is using a CRM that has already had multiple data sources synced to it, all of those data sources can be integrated into Ambition and power the sales performance dashboard. The sales dashboard can provide numerous sales metrics in one easy to access location, instead of requiring sales leaders to navigate complicated CRM systems just to view basic data.

By using a sales performance dashboard that can house all the important sales metrics in one central location, sales leaders could easily organize and modify sales data to make it easier to interpret and act upon. The sales dashboard design allows sales managers to analyze metrics very thoroughly, which can enable them to identify which team members are contributing in which ways. This could help sales leaders better understand which team members are excelling and which team members need additional coaching or training.

A sales performance dashboard can allow sales leaders to access all their sales data and metrics in one central location, which could help them to analyze the data and draw insights from it more efficiently. A central sales performance dashboard can aggregate all of a sales team’s data and provide a way for sales leaders to better understand it and turn it into informative reports and action items.

Sales Dashboard: Tableau

The Salesforce CRM and many Salesforce tools can integrate with Ambition’s sales performance dashboard. This integration could allow sales teams to continue using the CRM they are familiar with, but improve upon it by adding a centralized sales dashboard that can more easily transform raw data into insights.

If a sales leader is looking for another sales dashboard, Tableau might be an option they consider. Tableau sales dashboard examples could serve as a sales dashboard solution for some sales teams. They might be able to find a Tableau dashboard examples download that could provide Tableau dashboard examples for practice, which could be used by sales teams as potential sales dashboard tools. Using Tableau examples for practice could be one technique that sales teams use to practice using sales dashboards to improve sales performance.

Ambition’s sales dashboard integration with Salesforce can allow sales leaders to connect their users, data, fields, and more from the CRM to the sales dashboard with just a few clicks. Integrating an effective sales performance dashboard could help sales managers create more transparency and visibility around their sales metrics.

Best Sales Dashboards

Using the best sales dashboards can help sales teams improve their sales performance and their visibility into important sales metrics. Greater visibility into sales metrics can provide sales leaders with valuable insights that they can then turn into concrete actions to improve sales productivity. Sales dashboard software may be an appropriate solution for a sales team that needs a better way to aggregate and visualize data in order to gain clearer insights into their sales performance.

Ambition can provide sales dashboard software that could allow sales leaders to view metrics from any of their data sources in a single, convenient location. This may make it easier for sales leaders to interpret important sales metrics and turn that information into a plan for tangible performance improvement. Sales dashboard software can improve a sales team’s performance in other ways as well, such as gamification or automated goal tracking.

Ambition by the Numbers

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lift to a rep's sales activity year-over-year
7 hours
of high-value time back to managers week-over-week
improvement to rep retention over three years
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