Sales Metrics Template

If you are not familiar with how to implement solid sales metrics into your team’s processes, you can start by using a sales metrics template to get an idea of how to structure and design useful, effective metrics for performance improvement. Your sales dashboard design is up to you, but should reflect your sales team’s key goals. A sales KPI template Excel sheet could be helpful in defining some metrics and getting your business on the right track.

Ambition’s downloadable scorecard templates come with built-in formulas, KPI examples, and a KPI calculator that display the exact number of activities and objectives your reps need to complete on a daily basis or weekly basis in order to hit weekly and monthly objectives so that your reps stay on track to build pipeline, smash quotas, and consistently hit their targets. 

Ambition offers several different free sales scorecard templates. For instance, the BAMS template shows the exact numbers BAMS reps need to hit. The ZipWhip template can be used for your account execs, and the BDR scorecard can be used to set accurate benchmarks for your BDRs and gain visibility into their performance. When it comes to building modern, metric-driven teams, you need more than Excel to run your playbook, which is why Ambition turns templates into systems so that you can spend more time coaching and less time pivot-tabling.

Sales Dashboard Examples

Coming up with ideas for sales dashboards can be challenging, especially if you’ve never done it before. Thankfully, there are plenty of sales dashboard examples you can look to for inspiration. You can also find examples of sales metric goals and templates to get a sense of what sales metrics you should be setting for your team.

Ambition sales dashboards turn your raw sales data into actionable performance insights, enabling you to make smart, strategic decisions and execute on performance improvement. With real-time sales dashboards, you can power your contests, coaching, and automated sales alerts. Designed to be the heart of your sales tech stack, Ambition comes with out-of-the-box Salesforce or API integration options, allowing users to bring all of their data into a central sales dashboard. 

If you have multiple data sources already synced into your Salesforce CRM, they will be able to seamlessly integrate into Ambition as part of that Salesforce installation process. Your sales dashboard software should be able to house metrics from multiple sources without requiring you to get a Masters degree in CRM administration, which is why Ambition makes it easy to manage your data and gather insights that will allow you to coach to the right metrics for the right people. 

Sales Pipeline Dashboard

A sales pipeline dashboard displays the processes your team needs to achieve certain sales goals, and your real-time progress in meeting them. For example, SaaS sales metrics and B2B sales metrics can be tracked through the pipeline on a dashboard, updating team members on their performance. This is a great way to keep track of your entire pipeline and receive accurate data on the steps your team is taking to meet certain goals and objectives. 

Ambition notes six key steps of a sales pipeline. The first is prospecting, and this typically involves cold calling and lead generation. The second step is the qualification phase—this is where reps really work to filter through prospects and leads to find those that are best for your business. Third is communicating, the fourth step is building trust, the fifth step is closing, and finally, you nurture the business relationships you have started to build. 

Being able to monitor each of these steps through a sales pipeline dashboard is invaluable in gaining meaningful insights and taking actionable steps to either continue with performing strategies, or improve upon tasks that are failing to yield favorable results. 

Best Sales Dashboards

No two businesses are alike, and no two sales teams follow the same set of procedures. This is why, when it comes to the best sales dashboards, there isn’t necessarily a right or wrong answer. So much depends on your individual business needs and goals, and what you’re ultimately hoping to get out of your dashboard. If you’re an exec, for instance, you might consider viewing executive sales dashboard examples to get an idea of what kind of dashboard might work best for your job functions. 

You can also download free sales report templates from Ambition. If you’re running a monthly sales dashboard, you can download a template that provides the exact KPIs you should measure and report on each month. Likewise, there are templates available that track KPIs on a daily and weekly basis. In this case, you would make a copy of your chosen template and fill in your team information and your real numbers.

Sales Dashboard Tableau

The best Excel dashboards could help your team track important metrics. Beyond this, however, Tableau users might consider implementing a sales dashboard Tableau template, or view Tableau dashboard examples for practice to get a better sense of how dashboards can work within the platform. They might even review Tableau sales dashboard examples. There are multiple different sales dashboards designs available, and you can fill them with each sales dashboard KPI you’re wanting to track. Dashboards can integrate well with most CRMs and analytics platforms.

Ambition’s integration with Salesforce permits users to gamify their Salesforce CRM data and create better dashboards for their sales teams. When you connect your Salesforce account to Ambition, it will also bring in data from the integrations you have flowing into Salesforce. This makes it easy to track and score how many outreach emails are going out. 

In addition, you can run automated individual or team contests, whether you’re hoping to host a fantasy football competition, a world cup-style matchup, or any other challenge you can think of. Ambition can visualize standings, updates, and results as they happen, so you can compare performance and goal attainment across the leaderboard.