Sales Dashboard
Software
Ambition sales dashboards turn your raw sales data into actionable performance insights,
so you can make smart, strategic decisions and execute on performance improvement.
Talk to Sales
Real-Time Sales Dashboards to Power Your Contests, Coaching and Automated Sales Alerts
Create Your Sales Dashboard with Data from Anywhere
Improve sales performance by moving away from static sales dashboards and into dynamic
sales dashboard software that can automate goal tracking, power competitions, and be broadcast
into sales leaderboards that are visible to the entire organization-- whether on the sales floor
together or dispersed across the country.
Ambition was designed to be the heart of your sales tech stack. With out-of-the-box Salesforce or API integration options, you can bring all of your data into a central sales dashboard.
If you have multiple data sources already synced into your Salesforce CRM, they will seamlessly integrate into Ambition as part of that Salesforce installation process.
Your sales dashboard software should be able to house many metrics from multiple sources without requiring you to get a masters degree in CRM administration.
Ambition makes it easy to sort, rank and modify your data to go beyond the numbers and drill down into the individual contributors that make up the data allowing you to coach to the right metrics for the right people.
Sales dashboard software is useless if it doesn't also allow you to perform actions or run programs that impact the numbers. That is why over 3,000 sales managers around the globe are turning away from managing their team out of a customer relationship management software-- leveraging the power of Ambition's sales dashboard software to automate contests, coaching, goal-setting, reporting and more.
Ambition was designed to be the heart of your sales tech stack. With out-of-the-box Salesforce or API integration options, you can bring all of your data into a central sales dashboard.
If you have multiple data sources already synced into your Salesforce CRM, they will seamlessly integrate into Ambition as part of that Salesforce installation process.
Your sales dashboard software should be able to house many metrics from multiple sources without requiring you to get a masters degree in CRM administration.
Ambition makes it easy to sort, rank and modify your data to go beyond the numbers and drill down into the individual contributors that make up the data allowing you to coach to the right metrics for the right people.
Sales dashboard software is useless if it doesn't also allow you to perform actions or run programs that impact the numbers. That is why over 3,000 sales managers around the globe are turning away from managing their team out of a customer relationship management software-- leveraging the power of Ambition's sales dashboard software to automate contests, coaching, goal-setting, reporting and more.
"We adopted Ambition because we had a problem. We didn't have the level of visibility or excitement around how things were going in the office. Ambition has helped double our SDR productivity. Great support. Easy to use."
Mark Kosgolow, VP of Sales, Outreach
Not Just a Sales Dashboard, but Automated, Proactive Sales Alerts
Proactive sales management is made possible by automated trigger alerts via email,
Slack or your sales TVs. You don't need to wait to log into a dashboard to find out a deal advanced a stage.
Celebrate your rep as soon as the milestone happens with a celebration alert that you receive via email or
Slack or on a Sales TV if your team is in office. The power of recognition as a sales management tactic can
have big impact on sales performance.
When you need to keep an eye on performance and productivity, you can set issue detection alerts for calls, meetings, or other key KPIs falling off pace. Receive the issue detection alert to step in and coach before the targets are missed-- without ever logging in to your sales dashboard.
"Ambition gives me visibility into my leading indicators and lets me put incentives and pushes in-place to influence outcomes that we are looking for."
When you need to keep an eye on performance and productivity, you can set issue detection alerts for calls, meetings, or other key KPIs falling off pace. Receive the issue detection alert to step in and coach before the targets are missed-- without ever logging in to your sales dashboard.
"Ambition gives me visibility into my leading indicators and lets me put incentives and pushes in-place to influence outcomes that we are looking for."
Go Beyond Basic KPIs and Unlock Efficiency Metrics
Efficiency metrics are a better way to gauge performance than sheer quantity counts when it comes to sales KPIs. These efficiency percentage metrics tell you who's performing well (and who's not) based on the opportunities they're given. All of these are coachable metrics where you would expect to see your reps improve over time — and you can view them right inside your Ambition sales dashboard. A few examples:
- Call connects to meetings set ratio
- Meetings held to opportunity ratio
- Emails sent to emails open ratio
- Calls to call connects ratio
Ambition's sales dashboard software shows you how your reps are taking “at-bats” and converting those through your sales funnel. Don't assume that the rep with the most meeting sets is the top performer. Leverage the ratio of call connects to meeting sets to understand your top converter and what it could mean if they improved connects with more quality lists. These are the metrics that show how sales managers are making improvements through coaching sessions and they are automated for you in Ambition.
Coaching, Contests, KPIs, Goals, and Progress — All in One Place
Your CRM is a customer relationship management tool, not a sales management tool.
Ambition sales dashboard software lets you keep important metrics and receive alerts
on deal changes or performance issues, but it goes beyond that to let you influence
the outcomes.
Sales Dashboard Examples
Sales Development Daily Dashboard Example
- Track daily calls, emails, sms, and social connections for every rep.
- Monitor touches to target accounts and ensure every rep completing those activities.
- See meetings set and how each rep compares against the leader.
- Show trends over time for calls, emails, meetings and pipeline conversion.
- Show pipeline $$$ per rep, progress toward team goal, and conversion of meetings to pipeline.
Account Executive Monthly Rollup Example
- Number of demos scheduled
- Number of demos held
- Conversion of demos to qualified opportunities
- Average deal size per opportunity
- Conversion rate of opportunities to closed won deals
- Annual contract value and total contract value month to date
Commonly Tracked Sales Dashboard Metrics
Sales dashboards can show performance at the rep, role, team, or organization level.
Here are some examples of commonly tracked metrics that appear in sales dashboards:
- Dials Made
- Inbound calls received
- Emails sent, opened, or clicked
- New contacts added
- Meetings/appointments set
- Meetings held
- Qualified opportunities
- Average order value
-
Meeting held to qualified
opportunity conversion rate - Qualified opoprtunity
pipeline $ value - Won opportunities
- Lost Opportunities
-
Opportunity to closed won/lost
conversion rate - Tickets created,
working, resolved - QBRs scheduled, held
- Expansions/Renewals
- Churn Rate
Frequently Asked Questions about
Sales Dashboards
A sales dashboard is a command center for sales metrics and sales KPIs. Sales dashboards typically
use graphs or charts to visualize data and offer an exportable format to manipulate your sales data
in a spreadsheet format. Sales dashboards help sales managers understand how their sales team is
performing against various goals and previous performance. Sales dashboards should refresh
automatically and save sales managers time from running multiple sales reports.
Some examples of dashboards and the sales metrics they show are:
Some examples of dashboards and the sales metrics they show are:
- Quadrant report that shows activity against outcomes and how each rep is turning quantity into quality.
- Pipeline dashboards that show total opportunity value against goals.
- Activity based dashboards that show if your team is hitting outbound dial goals, email activity and other selling activities.
A sales dashboard is the key to analyzing sales performance.
Dashboards make it easy for sales managers to make smart,
fast decisions based on data, as opposed to relying on assumptions or intuition.
Sales dashboards also save time: managers don't have to spend hours setting up and running reports or shifting through spreadsheets to identify trends and performance changes over time. Sales managers can use dashboards to identify opportunities for team or individual growth, as well as for more reliable, metric-driven forecasting.
Sales dashboards also save time: managers don't have to spend hours setting up and running reports or shifting through spreadsheets to identify trends and performance changes over time. Sales managers can use dashboards to identify opportunities for team or individual growth, as well as for more reliable, metric-driven forecasting.