Dashboards
Sales dashboard
Insight into pipeline, forecast and margin, without weekly Excel work.
What it involves
What a sales dashboard shows
We connect your CRM and ERP and build a sales dashboard covering the full funnel: from lead to invoice. Including forecast, conversion rates, margin per product and performance per account manager, always current.
- Pipeline and forecast per stage and period
- Conversion and cycle time per source
- Revenue and margin per customer and product
- Performance per account manager or region
- Connects to Salesforce, HubSpot, Dynamics and more
- Targets and alerts when behind plan
- Average order value and customer segments
- Sales performance per team, as a sales KPI dashboard in Power BI
Approach
How we approach this
01
Sources
Connect CRM, ERP and quoting systems.
02
Funnel
Make stages and definitions unambiguous.
03
Dashboard
A report per role: leadership, sales, team.
04
Rhythm
Embed it in your sales cycle.
Outcome
What it delivers
A more reliable forecast
Faster steering on margin
Less time spent on reporting
Frequently asked questions
Which questions does a sales dashboard answer?
For example: will we hit this quarter's forecast? Which customer segments grow and which shrink? Why is average order value dropping? Which deals have been stuck in the same stage too long?
Can a sales dashboard be built in Power BI?
Yes. We usually build the sales dashboard in Power BI, connected to your CRM and ERP, so revenue, margin and pipeline update automatically.
More on dashboards and Power BI
The foundation under your dashboards
Want to talk through your data question?
No sales pitch: a short 15-minute call with one of our specialists. Call us or leave your number.