Sales dashboard examples for managers tired of working around missing numbers

Update it once a week. Download the Excel or Word file, or copy it. In Excel, Change and On pace work themselves out, and so does the revenue a day you still need.

Sales KPI dashboard: [team name]

Week of: [date]. Updated: [date]. Month's target: S$[amount].

This week

The month so far

• Revenue closed this month: S$[amount]
• Working days left: [count]
• Revenue a day needed: S$[amount] (what's left of the target divided by the days left)

Rates, last four weeks

• Calls per meeting booked: [number]
• Meetings per proposal: [number]
• Proposals per deal: [number]
• Average deal: S$[amount]

Who needs a hand

• Behind on activity: [name, count]
• Behind on meetings: [name, count]
• One deal to help close this week: [deal, amount, rep]

A sales dashboard is a few numbers on one screen or page, so someone can see how sales are going at a glance. The ones that stay in use answer one question each. Copy the numbers from whichever row matches yours.

If you run a team of three to ten reps, start with the sales manager dashboard. It shows you who to help. For the leaderboard row, use our leaderboard template.

Put activity beside results. Calls, meetings and proposals are leading numbers, because they move first. Deals and revenue are lagging, because they arrive later. With both on the page, a slow month shows while the activity is still low.

1. Write the question at the top.
2. Pick five to eight numbers that answer it. If a number never changes what anyone does, take it off.
3. Give each number a target, this week's figure and last week's.
4. Add Change (this week minus last week) and On pace (at or above target, or behind).
5. Set one person and one time to update it each week.

• Ask one question per dashboard.
• Put a target beside every number.
• Update it at the same time each week.
• Read it twice a week: once to set the week, and once while you can still change it.

The team and all its numbers are made up. It's the week of 21 September.

The month's target is S$200,000. Revenue closed this month is S$164,000, which leaves S$36,000. With 3 working days left, that's S$12,000 a day.

Siti is behind on activity with 38 of 60 calls, and Grace is behind on meetings with 2 of 5. The deal to help close is Priya's: Northgate Print, S$12,000.

The sheet works, and someone has to remember to fill it. On most teams that's you, and the numbers are as old as your last update.

Palby Sales Tracker keeps the activity rows current, with no CRM to feed it. Reps log each call, meeting and close in one tap, and the board moves within seconds. The board runs this week, last week, this month, this year or any dates. Needs you today lists who has no entry for 3 days, then who's furthest behind their weekly goal, then who's trending down over 30 days. Analytics shows trends, who has gone quiet, late entries and the edit trail, and you can export the board, the feed and a performance summary to CSV. It counts activity, so revenue and pipeline rows stay on your sheet. See KPI dashboards.