Are you spending more time looking at data than making sales? These 6 Salesforce dashboards and reports are essential. These reports will allow you to better understand the state of your pipeline and help you plan for growth. Let’s get started!
The sales pipeline is an important metric for sales performance. Sales pipeline data is a great way to determine if your sales team will meet their monthly quotas.
Salesforce offers many ways to view this data, including charts and sales reports in the Sales cloud. However, there are many options for users who prefer visuals or something else.
This post will share 12 Salesforce Dashboards and Reports you must have to get a great view of your sales performance as well as the status of your pipeline.
These dashboards include sales funnel, leadership, and pipeline trend dashboards.
Each one has a different focus, so make sure to take the time to go through them all! It’s easy to create a sales pipeline dashboard using Google Sheets. You can create your sales pipeline reports quickly and easily by following our tutorial.
Forecast Sales Pipeline Dashboard: This dashboard gives a high-level overview of the expected sales revenue and deals for each stage. This report will help you monitor how close your company is to meet its sales goals.
Sales Pipeline Dashboard for the Sales Funnel: This dashboard gives a high-level overview of the sales funnel. This report will help you monitor the performance of your sales team and identify potential bottlenecks in sales.
Leadership Pipeline Dashboard: This dashboard gives visibility to the performance of sales teams and provides information about sales pipelines by territory.
This report will help you monitor how your sales reps perform, compare territories with one another, identify areas where performance can be improved, and provide insight into the strengths and weaknesses of your sales reps.
Pipeline Trend Dashboard: This dashboard shows a high-level overview of sales deals and revenue trends over time. This report will help you monitor how sales are doing over time and identify potential trends.
Service Pipeline Dashboard: This dashboard gives visibility into the performance of service teams and the sales pipeline for each product.
This report will help you monitor how your service team performs, compare products, and identify areas where improvement is needed.
You can also create many other sales pipeline reports and dashboards depending on your requirements. It is important to choose the one that suits your business best and then use them to support data-driven decisions.
Salesforce offers many ways to see sales performance data. However, there are many options for those who prefer visuals or something other than the platform.
Google Sheets is a great way to create sales pipeline dashboards that aren’t Salesforce. You can create your sales funnel, sales leadership, and service KPIs by following our short tutorial. in no time.
12 Salesforce Dashboard Diagrams to Consider
These are the 12 charts every sales manager should have on his dashboard.
You can download and install our free GSP Sales Dashboard template before you begin creating them. You can customize each graph to suit your company’s requirements.
These are the 12:
1. Monthly Closed Won Opportunities – This graph shows the number of closed sales opportunities by month with a positive value. This can be used to measure how your sales team is performing over time.
2. Deals in the pipeline, organized by close date/opportunity stage- This sales pipeline chart displays deals organized by close date/sales opportunity stage.
This sales management tool can be used to monitor the performance of your sales team. You can compare the number and stages of different deals, see how many opportunities were lost or won each month, and more.
3. The Funnel Chart (Traditional )- These sales funnel diagram shows sales deals by stage.
The sales pipeline is organized with the earliest opportunities in each column. This lets you see which sales stages are closing and how many have yet to close.
4. Top 10 Prospects and Customers in the Pipeline – This chart shows the top ten prospects and customers in your sales pipeline.
This is a great way to track how many businesses you have with your top customers and whether any new leads are being made.
5. The Pipeline’s Long-Term Trend – This graph shows the sales pipeline trend over a long time. This graph shows whether sales are increasing or decreasing over time. It also helps to identify potential trends.
6. Sort open opportunities based on the date they were created – This sales pipeline chart sorts open possibilities based on when they were created.
This tool allows managers to group deals based on their creation dates and sees which stage a deal is in.
7. Metrics to Improve Pipeline Quality- This sales funnel chart shows the percentage of deals that have been won, lost, or in progress.
This can be a great way to gauge how efficiently your sales team works by seeing what percentage converts into closed deals.
8. Win Rates/Opportunity Conversion Rates – This sales pipeline chart shows how many sales opportunities were won and closed.
This can be used to measure how your sales team compares and who deserves a bonus or raise.
9. Average Deal Size of Won Sales Opportunities – This sales pipeline chart shows how large all sales opportunities were.
This is a great way to determine how much your sales team makes per sale, and what you can do to increase it.
10. The number of activities each salesperson completed – This sales pipeline chart displays how many activities each salesperson has completed (such as calls or emails, meetings, etc.).
This information can be used to determine how hard each person works and who may need extra motivation or training.
11. Sales stage leads – This sales pipeline chart lists the sales stages that each lead has been in and how many leads they have.
12. Sales Results and Pipeline Coverage about Target – This sales pipeline chart displays how close you are over time to reach your sales goals.
This allows you to assess the success of different sales teams, and to determine which ones require additional motivation or training to reach their quotas.
What are the characteristics of a great sales dashboard for your company?
To create powerful sales dashboards your sales team will use, you must first focus on your audience. Ask yourself these questions before you start.
What demographics are in your target market?
Who will use this dashboard?
Are you a sales executive, sales manager, or seller’s dashboard?
You can identify your target audience to help you choose which sales KPIs you should include.
What sales KPIs should be highlighted in the dashboard? You can create a dashboard to display selected KPIs, such as quarterly forecast, quota attainment, growth, etc. with the ability to drill down into specific data points.
Do not try to fit all your sales data into one dashboard. This is a recipe for confusion and low uptake.
Does this dashboard have a live data source?
Does the sales analytics team manage, certify, and prepare this data source?
How often should the dashboard be updated?
How will you disseminate this dashboard?
Are there any opportunities to sign up for a weekly snapshot?
It will be placed on your company intranet.
Tableau is a business intelligence platform that allows you to easily and scalably deliver valuable sales reports for all your customers.
Anybody in your company can sign up for a Tableau sales dashboard. They can also set up automatic alerts based on any criteria or value that they choose.
Sales leaders can keep their eyes on the bigger picture, but also have access to key facts like alerts when teams reach quota or when income or bookings exceed a certain threshold.
Examples and designs of effective sales dashboards
These seven sales dashboard examples will help you to focus your sales team on improving performance and making data-driven sales decisions. These examples can be used as inspiration, templates, and starting points. You can adapt them to suit your business’s needs.
1. Dashboard for Quarterly Weather Forecasts
This will allow you to view a complete picture of your opportunities, your pipeline, transactions that are likely to accelerate or increase in volume, and compare forecasts for quota.
This dashboard can be used to forecast sales success. It will give you a clear understanding of the best case forecast for your commit case forecast. You can avoid unpleasant surprises.
You can feel confident when presenting to senior sales executives that you are providing accurate facts they can use to make a data-driven decision.
This quarterly forecast dashboard is intended for sales analysts. It’s both a calculator as well as a utility.
The focus metrics are: Commit case forecast and likely case forecast. Best case forecast is the best.
This dashboard will help you compare year–over–year performance when creating quarterly estimates for sales organizations.
2. Dashboard for Sales Pipeline
This dashboard will help you keep track of the status and health of your pipeline. Split the data to view your pipeline by opportunity stages and KPIs. You can also view it by size buckets, timeline, and sales representative. This will allow you to identify potential pivotal opportunities.
A complete and accurate picture of your sales pipeline will allow you to identify where leads are coming from, and to take immediate action to help teams meet their quotas.
This pipeline dashboard is for sales executives, managers, and analysts.
The most important opportunity metrics include the opportunity phase, size and seller of the opportunity, next steps for the opportunity, deal age and schedule, and custom KPIs (e.g. product category, partner involvement, and many more).
This dashboard is a great way to get both high-level information and more specific information about the health of your pipeline.
3. Dashboard for Sales Growth
Select the filters you wish at the top, dropdown menu labeled “Select how to slice results” to quickly filter your sales growth data by region, segment, and salesperson account, and display YOY comparisons.
This dashboard provides context that will make the most of it. It will help managers identify patterns and trends, set realistic goals, and nurture salespeople.
You can help sellers change their methods and avoid losing money by seeing the status of deals through a representative.
These tips will help you to re-engage disgruntled salespeople, keep your team focused on customer success, reduce planning uncertainty, and remove any planning uncertainty.
This pipeline dashboard is for sales executives, managers, and analysts.
Focus metrics: Amplified Booking percentage, all filters to slice results in different ways, and account-level statistics.
This dashboard can be used to determine who reps are selling and how they’re selling.
4. Territory Sales Assignments
Seller performance can be improved by taking a proactive approach to the assignment and establishment of territory. We found that optimizing territory design could increase revenue by between two and seven percent without having to change resources.
You’ll need data to identify the KPIs that impact your territory and better balance the workloads.
5. 360-Degree View of Account Management Dashboard
This pipeline dashboard is intended for sales analysts and managers.
Metrics to focus on: Three filters allow you to view data at different levels, as well as account information, and slice results in different ways.
This dashboard can be used to determine who reps are selling and how they’re selling.
Salespeople must have complete information about every account they work with to avoid any misunderstandings. Is the customer having a bad experience with the service?
Are there any big deals that the seller doesn’t know about? To get a complete view of your accounts, you should show all important KPIs in one place.
Learn how a corporation works and how your company has been sold to an organization. Also, learn how much revenue each account has generated.
6. Dashboard Workflow in Sales Cockpit
The audience for this forecast dashboard is: Sales analysts created it for salespeople and their managers.
Metrics to focus on: All KPIs are important, including lifetime revenues broken down by service, product, and interaction.
This dashboard will help reps to focus on key data and see a complete account picture.
This dashboard is a “cockpit” that will keep your sellers in the zone and productive. The workflow dashboard gives salespeople the information they need without having to switch between applications.
It connects to your CRM and other technologies you have already invested in. This allows sellers to take the correct action by bringing together data about quota achievement, lead activity segmented according to type, call-down list, and customer insights.
