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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.

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Sales opportunities overview

Tracking Sales Opportunities.

Everyone, from the C-Suite to the first-line Sales Manager wants to know about opportunities. The traditional ways tracking and reporting sales opportunities is tedious and always seems to be a fire drill. 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.

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Sales Team and BDR Reporting.
Know where every rep, every team and every territory stands against its goal before you finish your morning coffee. Understanding where sales reps rank compared their peers and against their goals is the keystone of Sales Reporting. Turn weekly or monthly reports into hourly reports. Turn manual reports into automated reports. Design custom report that can be used at every level. Segregate teams by region, product, goal… It’s your sales team, it should be your sales report!

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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.

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.

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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.

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CRM REPORTS

Connect to any CRM and create the reports that you want, share them with whom you want, whenever you want. By using real-time, customized dashboards you have the reporting you need and at your fingerstips.

Want to See More Examples?

Lots of examples for Retail, Marketing, Academic, Healthcare & Pharmaceutical, Project Management, Financial, and many others...