Measure what matters to coach your sales team toward better results.
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:
Here's how you can take advantage of this sales dashboard to manage your sales team to better results:
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.
Everything you need to run marketing at a venture-backed, B2B SaaS company.
Everything you need to run sales at a venture-backed, B2B SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our templates give you the flexibility to pick and choose what you need to unlock revenue growth. Define your ICP, Buyer Journey, Sales Process, Sales Battlecards, Forecasts...
Our go-to-market playbooks are designed to take a new, B2B SaaS executive from a place of uncertainty to hitting aggressive sales and marketing growth goals.
Hire us to develop a custom sales and marketing playbook for your B2B SaaS company. We’ll work with you to chart a path from $1M to $10M in annual recurring revenue.