SALES DASHBOARDS

View our selection of Sales dashboard examples.

Click on the Open Dashboard button to see them live.

Sales Forecasting

A  real-time dashboard for sales leaders and executives who want to stay informed and up-to-date on sales forecasts and revenue commitments. Easily combine data from any system to create a single version of the truth.  Stop relying on ever changing spreadsheets.

sales-dashboard-overview

Lead Performance Dashboard

Measure the quality and the value of your organic, PPC, PPL, MQL, SQL leads in a single dashboard. By adding marketing and financial KPIs to your lead performance dashboard, you get the full picture of the performance of your pipeline.

Read our blog post to learn how to build this dashboard.

Lead Performance KPIs Cheat Sheet

Lead Performance Cheat Sheet

Get your cheat sheet including 14 top KPIs to measure the quality and value of your sales pipeline:

  • Volume of leads per category
  • Time to close per lead category
  • Value of your leads and customers

You can monitor these KPIs using the Lead Performance dashboard above.

Sales opportunities overview

Tracking Sales Opportunities.

With ClicData, you can easily pull what is needed from your CRM, shared Excel or Google Sheets, and any other location where sales team log and update sales progress. Track leads from MQL to SQL to opportunity to forecasted deal to close, all from a single view.

opportunities individual reports

Sales Team and BDR Reporting.
Turn weekly or monthly reports into hourly reports. Turn manual reports into automated reports. Design custom reports that can be used at every level. Segregate teams by region, product, goal… It’s your sales team, it should be your sales report!

activities individual report

Monitor and Correct in real-time!
Stay on top of what’s key to driving your business. Customer satisfaction, sales appointments, sales cycle, demos, and so much more. Your KPIs are only of value when they are measured and reported on. Real-time updates are easily available and at your fingertips.

daily sales team productivity report

This example is simple yet very powerful to measure your sales team's productivity. By combining data from your CRM system, telephony, accounting, point of sales, and more, you can deliver an accurate measure of productivity that is the result of the right, focused activity.

Call Summary report

Track your team's call activity with this summary report.

You have an overview of the call frequency, duration, response rate, and the activity overview per BDR or AM and call type.

This report goes beyond the built-in report in your telephony or VoIP system as it allows you to visualize stats by weekdays, business days, and allows you to drill down into the data.

call target activity

In this report, we're looking at individual call activity against the target. You can quickly understand who in your BDR and AM teams is on track and who's behind.

Call activity per campaign

This dashboard is mixing data from telephony or VoIP and CRM systems. It gives you extra insights into your team's call activity.

You can see who's calling per campaign, who's on track, and who's falling behind compared to the team's average activity and to the targets.

pipeline cultivation

This dashboard mixes data from your telephony or VoIP and your CRM systems.

Track your team's call activity per prospect types: MQLs, SQLs, and see how many opportunities are actually being defined and committed per BDR and AM.

This dashboard also shows you the number of dials and call minutes per team and per rep, and the sales rep's rank per quota achieved.

Key Performance Indicators (KPI)

Stay on top of what’s key to driving your business.  Customer satisfaction, sales appointments, sales cycle, demos, and so much more. Your KPIs are only of value when they are measured and reported on. Real-time updates are easily available and at your fingertips.

sales-kpis-dashboard
sales-by-category-dashboard

Revenue by Category

Understand which products or services are selling the fastest or which geography is growing faster than expected. Anytime you wish, have the ability to compare and combine any category element to understand where attention is needed.

build dashboards with your CRM Data

Connect your CRM data to ClicData and build your sales reporting to understand how your Sales Reps are doing.

You can also blend your marketing and financial data to get the full picture of your business performance.

Connect to: