Sales Dashboard Software
May 26, 2023
We live in a tech-first world, where software is an invaluable tool you need to ensure your team has the tools they need to succeed. Without technology, software, or automation tools – your sales team may lose valuable time focusing on mundane workweek tasks.
You need access to sales dashboard software if you have a sales team. This tool helps your leadership team visualize the company’s success and find opportunities for improvement. If you don’t have sales dashboard software, you may never know where your low performers are compared to your top performers.
If you’re new to software, tech, or tools -we’re here to help.
We’re here to walk you through different sales dashboard software you can use to get more from your workweek.
Let’s get into it:
Why You Need Sales Dashboard Software
Are you still using Excel sheets to keep track of your team’s results WOW and YOY? Are you having to use multiple different software to keep track of your tools? It’s time to invest in sales dashboard software.
This software helps your team stay on task and visualize their success in one place. With all your data in one place, your team can be more strategic with their day-to-day duties and build sales strategies that deliver results. Here are some of the other benefits of sales dashboard software:
- Improve productivity and efficiency
- Increase transparency and communication
- Keep your team motivated and inspired
- Inspire friendly competition among team members
Top 10 Sales Dashboard Software
When looking for sales software to add to the workplace, you’ll want to consider your business dynamic, industry, and team size. This will help you find software that complements your business dynamic.
Here are our favorites:
Spinify is a sales gamification software that uses game elements to keep your team engaged and entertained with their workweek tasks. This software solution helps your team visualize their sales data and keeps them on track to meet their goals. With the data dashboard, supervisors can improve their sales coaching initiatives and push their teams to revise their strategies and approach to the sales process.
This sales gamification software also uses leaderboards, badges, and progress bars to keep your team engaged with their data and put them on the track toward success. Here are some of the other notable features you can look forward to.
- Access to Sidekick – an AI-driven sales tool
- Enhanced coaching sessions
- Recognition and rewards program
While Hubspot may not have all the bells or whistles you need – it can provide meaningful insight into your successful sales team data. Hubspot is a CRM platform businesses can use to stay connected with customers.
With this tool, companies can keep track of conversations with customers, send emails, and create acquisition assets. This platform also has a variety of sales reporting capabilities so you can personalize your experience.
As a leader in the workplace, you can customize these dashboards so that you always have a pulse on where your team is currently, how far they’ve come, and how far they need to go to reach their goals.
Want more than just Hubspot? Hubspot has a variety of integrations with other sales dashboard software, including Spinify so you can revamp your sales approach.
This is a data-first software tool that helps your team visualize its success. This platform is specifically made for e-commerce, SaaS, and IT industries. With this platform, you can automate your workflows and tackle all opportunities and challenges with a data-driven mindset.
There are pre-built visuals, customer journeys, and custom dashboards you can take advantage of. While this tool has a robust data offering, it doesn’t work well with mobile devices and isn’t the most up-to-date solution.
If you already use Salesforce as your everyday CRM database, you may feel inclined to stick to using Salesforce metrics. Salesforce has dashboards and data tools your team can use to stay ahead of trends and findings. You can create custom reports with different tables, charts, and metrics that your team would find beneficial.
Not enough to keep your team inspired? Spinify has a Salesforce integration, so you can keep your team motivated to take on their goals and reach them with confidence.
Google Data Studio
While Google Data Studio won’t necessarily show you your team’s personalized data – you can comprehend the “bigger picture.” Google Data Studio is a free, comprehensive tool to help you understand your team’s sales performance. With this tool, you can choose from over 800 different data sets and build a custom experience with data focused on your sales, net costing, discounts, profit, and more.
Data Studio is free to use and can be an invaluable asset for businesses that want a clear understanding of their progress. However, to understand your entire sales team’s success – you’ll need a more comprehensive tool to segment the data to meet the needs of your team.
Scoro provides real-time insight into your pipeline, leads, prospects, deals, and more. With this tool, you can visualize your team’s success and understand every component of the sales process. This will help you predict future profit, find new opportunities, and tackle challenges before they become workplace issues.
Scoro also helps businesses track their KPIs, so you can always have insights that reflect your company’s needs for that month, quarter, or year.
This is an excellent tool businesses can use. However, it doesn’t have the interactive components data dashboards need to keep individuals entertained and engaged with their workweek.
This monthly sales tracking board helps businesses maintain a pulse on wins, losses, deals, and everything in between. They have a user-friendly interface that is easy to digest and understand, so you can ensure your team is up to speed with their current numbers.
The dashboard can be customized for your team and their unique needs. The best part? This dashboard is free and updates every four hours.
This is a low-cost data dashboard that packs a punch. Pipedrive makes tracking all of your sales data easy and effective. The dashboard features a variety of widgets that focus on data that highlights opportunities, wins, deal duration, how many emails your team sent, and more.
What we love about Pipedrive is that it’s relatively low cost. You can experience the platform features for as little as $12.50 a month per user.
Is your team always on the go? Consider trying out Datapad. This mobile-only dashboard keeps track of your KPIs and sales data. With this dashboard, you can ensure your team always has access to their data at their fingertips. It’s easy to use, fully customizable, and makes team collaboration easy. However, if you’re looking for a sales data software solution, your team can track it on their desktops or the TV in the breakroom – this isn’t your data dashboard.
This sales data dashboard is filled with data, insights, and analytics your team needs to stay on top of if they want to succeed. The platform connects to over 80+ different data sources and can be customized to meet the needs of your team.
You can also generate shareable links to send to individual team members and rearrange the widgets. The easy-to-use interface is filled with must-know information your team needs to grow professionally and exceed their sales tools. Geckoboard is the perfect dashboard for on-site teams wanting to add their data to the TV in the breakroom or the communal area for everyone to track.
Upgrade the Work Experience With Spinify
The problem with most sales dashboard software is that it only shows you an overarching understanding of your progress. It doesn’t motivate your team or push them closer to their goals. You could have a great sales dashboard tool, but if your team isn’t inclined to reach or exceed their goals – you’ll never see the results you’re looking for.
At Spinify, we use gamification and AI to help engage your sales team and keep them on task throughout the workweek. Whether it’s a leaderboard, progress bar, or badge – these tools can help your team stay inspired and motivated to take on the workweek.
If you’re ready to revamp the sales experience and push your team toward success – book a demo today to see how we can help.
Put those insights into practice.
Set your team up for success by improving their performance through gamification.
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