Small business owners don’t think of sales as enterprises do.
You sell because you have to. It’s the only way you can keep the momentum going.
Having a whole process for managing your sales often seems like it’s more trouble than it’s worth.
However, a sales dashboard will help you predict the future.
It’ll also help you develop a reliable sales process that eliminates more headaches than Advil.
In this post, I’m going to show you some of the best sales dashboard examples for small businesses.
It’s time to get organized!
1. Super Easy: Set Up Your SMB Sales Dashboard in Excel
Excel is probably one of the best, simplest tools you can use when you’re first creating your sales dashboard.
Especially if you’re starting out and you haven’t been selling a lot.
Now, this is a pretty KPI-heavy (key performance indicator) dashboard, but it’s incredibly efficient if you want to
monitor your sales flow from month to month.
If you take a look at the Revenue tab, you’ll see that they broke it down by revenue sources.
This is a good idea if you’re selling different products or services. It’ll help you understand which revenue source is
most profitable and worth investing in in the future.
You should monitor approach-related metrics, as well.
If you also use a digital approach (for example, if you run an eCommerce store), you’re going to need detailed metrics
that this business owner uses.
For example, you may track unique visitors, conversion rates, and so on.
Then, if you notice that you have a lot of unique visitors who don’t convert, you can zone in on the potential causes.
In any case, a sales dashboard like this one will help you see areas you can improve and notice problems before
they’ve started affecting your business.
2. Motivate Your Team to Sell with Spinify
If you’re not a one-man band, you’re not going to have much luck with Excel sales dashboards.
When you want to sell more and motivate everyone who works in sales at your SMB, you should call in the pros:
Spinify is a gamified sales dashboard.
It does track your sales performance, but it also encourages healthy competition at your small business.
Whenever you (or your colleagues) hit a sales target, you’ll be awarded points and Spinify will play a song of
And who doesn’t like impromptu dance sessions during a stressful day?
Using Spinify is an excellent way of celebrating everyone
who makes your small business successful.
Even if you don’t have a full-fledged sales team, you probably have different partners who handle different things.
You want to set individual targets for them and show them how much they’re improving every single day.
Spinify makes this so easy that you’ll be exceeding targets just to win
points. It also comes with plenty of integrations for all your favorite apps (Slack, GDrive, Shopify, and many more).
You’ll be increasing your revenue faster than you can say:
“Another unit sold!”
3. Task-Driven SMB Sales Dashboard
If you don’t have too many metrics to keep track of, but you have more tasks than you can remember, this example of a
Salesforce Essentials mobile dashboard might come in handy.
This dashboard is also a good option for field reps.
If you spend a lot of time connecting with potential customers out of your office, you can customize your mobile
dashboard to show only the important things you absolutely need to know when you’re out in the field.
You can set up this dashboard to show:
- Recent activities
- Recent communication
- Most important metrics
Of course, you can create a dashboard just like it for your day-to-day operations. It all depends on your sales flow.
This sales dashboard type is perfect for small teams or one-man bands that handle every aspect of running a small
business on their own.
4. A Great Sales Dashboard for Bigger SMB Teams
When you have a lot of revenue sources, and quite a few team members, you may need a more comprehensive solution.
If your goal is to motivate them and keep your eyes on the activities that win the prize, go
However, if you want to monitor revenue, this Pipedrive example might help:
This dashboard is a bit more robust than other tools and examples I’ve talked about, but it’s a great tool when you’re
scaling your business.
You’ll see all the deals you’ve started, deals you’ve won, deals you’ve lost, as well as activities that were performed.
And this broad overview of all sales-related activities is what makes this dashboard example a great fit for
small businesses that have a sales rep or two.
You can also use it to understand your sales process even before you’ve formally established it.
Review the behaviors that drive success, and then implement them in a standardized process as you scale your SMB.
Finally, if you’ve been using your dashboard long enough, it’ll even give you revenue forecasts that you can use to make
better, data-driven decisions.
Even if you’re still running your business from your living room.
Finding the Perfect Sales Dashboard for Small Businesses
As a small business owner, you can’t just rely on your products.
You have to rely on your people, too.
The best way to ensure that everyone in your team is on the same page regarding the sales and the success of your SMB is
by using a sales dashboard that doesn’t just count the dollars, but also makes the team’s effort count.
Spinify’s sales dashboard won’t just improve your results.
It’ll improve your team.
And when your team members feel valued, they’ll be more motivated to perform better every time a customer walks through