Sales Dashboard Template

Whenever I step into a new role running a sales organization, I always start by analyzing the data.

Now in all cases, I've had the luxury of a sales operations teams to support me with my reporting needs.

But, I've still always needed to give them my guidance on my reporting requirements.

This is the sales dashboard that I give them first. Every time.

It gives me an immediate view into closed-won performance across the team and at the rep level, total pipeline at the team and rep level and where we are winning and losing.

Ideally, this sales dashboard is built into your customer relationship management (CRM) software. That way, as new pipeline is created and deals are closed won or lost, your dashboard is dynamically updated.

When you add this template to your cart and checkout, you will instantly receive a link to access the Google Sheet template.

This worksheet includes the following tabs:

• Instructions: instructions on how to use this template most effectively.
• Sales Dashboard Template: a high-level view into your sales team's performance, outstanding pipeline and closed won/lost deals.
• Sales Dashboard Tables: tables that are linked directly to the dashboard, so you can quickly input your team's numbers.
• Opportunity Raw Data Example: an example of opportunity data you may export from your CRM to use as inputs for the dashboard.

• Bonus: Go-to-Market Checklist: a simple checklist to ensure you do the right things in the right order when bringing products to market.

Here's how you can take advantage of this sales dashboard to manage your sales team to better results:

1. Review all tabs to familiarize yourself with this Google sheet.
2. Input your raw data into the Dashboard tables to populate the Sales Dashboard.
3. Reference the Opportunity Raw Data to see how your CRM data might want to be configured to be able to report on these key metrics.
4. Share the dashboard with your Sales Operations team (or whoever helps with your reporting).
5. Either build these dashboards directly into your CRM or export your data into a format that you can use to calculate these fields to populate the sales dashboard.

Immediately download this template and customize it for your sales organization.

Click “Add to Cart” on the right. Then checkout to copy the Google Sheet of the Sales Dashboard Template.