![]() Use these as templates, inspiration, and places to start-and customize them to your individual business needs. Here are seven examples of sales dashboards to focus your sales teams to boost performance and facilitate decisions based on data. Sales leaders can remain focused on the bigger picture, but also have access to essential details on the ground with alerts for when teams have hit quota or when bookings or revenue have hit a certain amount.Įxamples and templates of effective sales dashboards Anyone in your organization can subscribe to a Tableau sales dashboard as well as create automated alerts based on any condition or value they determine. Having a comprehensive business intelligence platform like Tableau makes creating useful sales reporting that serves all of your audiences easy and scalable. How do you plan to share this dashboard? Can people subscribe to receive a snapshot of it regularly? Will you host it on an internal portal, or embed it into your CRM?.Is this dashboard connected to a live data source? Is this data source managed, certified, and prepared by the sales analytics team? How often does this dashboard need to be updated?.That is a recipe for confusion and low adoption. Do not try to combine all sales metrics into one dashboard. Which sales KPIs should you focus on in the dashboard? Design your dashboard to present select sales KPIs (e.g., quarterly forecast, quota attainment, growth, etc.) with the flexibility to drill down into specific data points. ![]()
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