A sales performance dashboard allows your sales team to track key performance indicators and sales metrics across the entire sales process and across multiple channels from a single dashboard.
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Creating reports for sales managers shouldn't be a hassle. Using a sales performance dashboard simplifies the reporting process and delivers a great user experience. Take a look at what a sales performance dashboard entails!
A sales performance dashboard allows sales team members, sales management and clients to easily track data sources and see whether sales forecasts are being met. Having a clear and reliable data set means there will be better decision-making.
Creating sales reports is an essential part of an agency or sales team's job. It helps create an open and trusting relationship with your clients, keeps clients informed about your work and keep your clients informed about those critical revenue targets.
Since all the data will be on a single KPI dashboard, your clients will able to see at a glance how sales activities are performing and whether sales goals are being met. You can also easily explain to your clients why you're doing things in a particular way.
The trick when selecting which sales KPIs to track is to choose ones that give your clients the big picture without burying them in detailed analytics about sales productivity.
This KPI tells you the number of users who accessed your website for the first time in a given time period.
Conversion rate into leads measures how effective your sales team is at converting leads into new customers.
This KPI tells you how many new customers your website has in a given period of time.
Win rate measures the percentage of total sales opportunities that turned into a sale.
A good set of sales data metrics will give you and your clients concrete insights into sales operations and help you optimize your sales pipeline.
Google Analytics goal completions
This metric tells you how many visitors to a website complete a defined action (like downloading a PDF or making a purchase).
Google Ads total conversions
This metric measures the percentage of people who saw one of your Google Ads and then went on to take a desired action (like making a purchase).
Google Analytics conversion rate
This metric tells you the percentage of visitors who take a desired action across your goals (think completions divided by visits multiplied by 100).
Google Analytics sessions
This metric measures how many sessions there were on your website over a given period of time.
You'll want to include all of the marketing platforms you're using, not just sales integrations. That way, you can see how your other marketing efforts are affecting your sales numbers and how other key metrics affect the performance of your sales funnel.
Google Analytics 4
TikTok Ads
Hubspot
Klaviyo
Facebook Insights
Google Ads (Adwords)
Facebook Ads
Facebook Business Manager
Instagram Ads
LinkedIn Pages
LinkedIn Ads
YouTube
Google Search Console
Google My Business
SEMrush
Moz
Ahrefs
Bing Ads (Microsoft Advertising)
Google+
Mailchimp
CallRail
Campaign Monitor
WebCEO
Custom Data
Google Sheets
keyword.com
Get started tracking sales data points over the whole sales cycle with DashThis' sales dashboard example. It comes preloaded with the most popular KPIs and has intuitive features, powerful reporting capability and automated data fetching. You can also select how the data is displayed, from bar charts to line charts to pie charts or gauges.
Link your integrations, choose your template and start tracking!
Create your DashThis account
You only need an email address and a password.
Connect your digital marketing tools
From Google Analytics to ecommerce, just connect your digital marketing tools and we'll fetch the data automatically (no more manual entry into Excel!).
Create your sales performance dashboard
Start with a template or create a dashboard from the ground up - either way just drag and drop the KPIs you want.
Our dashboard software allows you to customize your dashboard to fit your company's brand.
Custom domain
Replace the default DashThis URL by one that’s branded to your company, like reports.yourcompany.com.
Custom theme
Fully customize your dashboard design with your brand, your client’s brand, or even your favourite colour schemes!
100% white label
Get rid of the DashThis branding altogether, add your own logo and even use your own custom email address to send reports.
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DashThis is the power behind thousands of monthly online marketing reports. Still wondering if we’re really THAT cool? These folks seem to think so!
Easy, convenient, and fast to set up.
The biggest benefit is the time saved in terms of data collection. It's also great that the design is very pretty out of the box.
We've played around with countless reporting tools over the years but none of them come anywhere close to Dashthis. The level of integration and customization of reports, as well as their outstanding client support are unrivalled!
DashThis allows me to quickly and easily get my clients key multi-channel performance metrics in one easy to digest report!
Game changer for client communications and expectations. Also help in the sales process!
We have so much less manual work to do; we save many hours a month that can instead be used for our customers!
Saves a lot of time as I can pull data from various channels all within one platform!
Customer service has been great, quick responses. The dashboard is awesome, looks good, and has everything we need to client reporting. Kudos!
I like your system, but love the support. It feels that your team is very willing to work with us to accomplish what we need.
Simple, easy, flexible, and versatile tool with a great UI.
Phenomenal customer service.
This tool has helped us close new accounts and improve customer satisfaction.
DashThis provides us with the metrics we need as well as an easy way to automate our client reporting. Also, their customer support is great.
We use so many different reporting platforms - this consolidates what we give our clients.
DashThis is a phenomenal tool for communicating with clients and staff. With 10 minutes of set up, I can create a custom report for a client that speaks to their digital marketing goals.
We used to spend 30-40 hrs on monthly reporting. We’re now down to 10-20 hours max while providing even more detailed information.
