Why Use a Sales Dashboard?
August 10, 2019
Sales is a dynamic field. So many things are happening at any given moment, and it can be very hard to track performance
if you’re stretched thin between chasing the next opportunity and improving your relationship with the prospects you
Fortunately, technology can help.
Using a sales dashboard is one of the best choices you can make for your sales team – regardless of your volume
of leads, prospects and customers.
In this post, we’re going to show you everything you need to know about using a sales dashboard to boost your results.
Let’s take a look!
What Is a Sales Dashboard?
A sales dashboard is the perfect tool that will allow you, as the sales manager, to monitor the performance of your
sales teams with the help of metrics.
However, sales reps can also use their dashboards to see how far they’ve come, and what else there’s left to do to meet
(or exceed) the quota.
It lets you and your team visualize the most important data about your performance and progress at a
And it sure beats having to pour over thousands of reports, trying to figure out what to do next.
Types of Sales Dashboards
- Sales representative dashboards – Individual reps can track their performance
with this kind of dashboard. Common metrics for this dashboard type are open opportunities, deals, call scheduled,
- Sales manager dashboards – Sales managers can measure performance by monitoring a
variety of metrics. You’re getting a macro view of the performance, as opposed to sales reps who can only view their
- Deal performance dashboards – If you and your reps can see the statistics on how
much time it takes you to close deals successfully, you’ll be able to forecast revenue and monitor the progress of
each deal in comparison to average deal performance.
- Leaderboards – Sales leaderboards are dashboards that work great if you want to
motivate your sales reps. Since leaderboards display everyone’s scores, they encourage healthy competition.
- Product/area performance dashboards – If you sell multiple products, a dashboard
showing you which products your customers prefer (and in which locations) is a great tool for shaping future
strategies and making data-driven decisions.
- Win/loss dashboards – These are the most straightforward dashboards which display
the amount of deals you won vs deals you (or your sales reps) lost. It can be a great asset if you also monitor and
cross-reference with other metrics.
- Sales activities dashboards – If you want to know what your reps are up to and
what methods they use to communicate with prospects on the daily, you can visualize everything at a glance with a
sales activities dashboard.
- Performance overview dashboards – If you’re tracking plenty of metrics, a
performance overview dashboard will show you everything you need to know, and sum it up for you so you don’t waste
- Time-tracking sales dashboards – When you have a lot of sales reps, it’s always
good to know how they’re spending their time so you can course-correct if you notice something’s not working.
The Benefits of Using a Sales Dashboard
In a data-driven era, having a reliable and simple way of assessing your performance is the best way forward.
If you only rely on reports, you’ll waste a lot of time, and you may not even get the right information.
For example, a sales representative can claim they spend five hours every day talking to prospects on the phone.
However, they may not even be accurately tracking their time.
A sales dashboard, on the other hand, is a piece of technology that keeps everything in check and becomes your
bottleneck for the right information on how to boost your revenue.
1. You Can Track the Right Metrics across Platforms
It’s 2019. Your sales team probably uses so many tools that things can get confusing fast if it’s not integrated in some
Let’s say you use Salesforce, Slack, Shopify and G-Suite.
Normally, you’d have to gather reports from Salesforce and Shopify, and manually track the activity in Slack and
It’s nearly impossible.
However, a sales dashboard like
Spinify can pull all that data and display it in one place.
When you want to check your results, they’re right there for your convenience.
2. Improve Your Sales Performance with a Sales Dashboard
When you can see it, you can track it.
And when you can track it, you can improve it.
That’s the whole point of data, and it’s exactly what sales dashboards have to offer.
For example, your sales dashboard could show you that your MRR (monthly recurring revenue) isn’t as good as you need it
Then, you can take a look at your KPIs (key performance indicators) related to reps’ performance and see what the
Maybe they’ve been waiting longer than usual to follow up, and prospects lost interest.
However, you wouldn’t have been able to ascertain this in under two minutes without using a dashboard like
With its performance grid feature, you can see what your sales reps have been doing and how they’re comparing
against the targets you’ve set.
And without a sales dashboard, you’d be stuck chasing down reports and talking to reps one-on-one.
3. Motivate Your Sales Teams
Finally, sales dashboards can be a great tool for motivating your sales representatives.
When individual sales reps have no one to compare their performance to, they can get stuck in a rut.
However, when they can playfully compete with their fellow teammates, get rewards for performance achievements, and see
other reps’ scores, they have an extra incentive to exceed expectations.
And with a Spinify gamified sales dashboard, competition
becomes a fun way to boost your revenue.
Boost Your Revenue with Spinify
The best results come from the happiest sales representatives.
With Spinify’s sales dashboard, you’re getting the best of both worlds:
gamification to engage your reps and results to keep your top management happy.
And not only are you boosting your revenue, but you’re also making sure your sales representatives have a reason to
become top performers.
Are you ready to motivate and celebrate your team?
Put those insights into practice.
Set your team up for success by improving their performance through gamification.
Back to blog
Help level up your team
March 13, 2022
March 11, 2022