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:
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 with Spinify.
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.
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