Sales dashboards reveal a ton of information in a short amount of time, helping sales teams gauge their current standing and informing their long-term strategy.
Information can be tough to process on its own, though, especially when trying to see bigger connections or anticipate what might come next. But with an organized report and accompanying visuals, these insights pop up immediately, spurring action and preventing overlooked details.
To help your sales teams make the most of their sales data and listen closely to the story it tells, try using one of the following 10 best Salesforce dashboards that can enable success:
Current Deals by Pipeline Stage and Close Date
This dashboard helps you instantly visualize the potential earnings you can obtain from deals while helping you assess how many people you have in your current funnel.
Start with a table column listing each pipeline stage, and then list the total estimated deal value for each stage by expected close date on the corresponding row. The result should be a stacked bar graph that reveals total revenue possibilities arranged by date and color-coded to indicate how many deals are in their respective stage of the pipeline.
- X axis: close dates
- Y axis: total deal values
- Data series: listed by conversion stage, arranged as a stacked bar graph
Conversions Over Time
Converting people to the next stage of the pipeline is the key to consistent revenue earnings, helping teams focus on the activities that keep them consistent.
To reveal this information, start with a column of conversion actions — e.g. “second meeting to software demo” — and then list the conversions for each sales period in the corresponding row. The result is a line graph that reveals pipeline movement over time for each stage.
- X axis: sales periods
- Y axis: total conversions
- Data series: a separate line graph for each type of conversion
Inbound Leads Over Time
This graph reveals how effective marketing is at bringing in leads to sales reps, reducing the amount of cold-calls and “hard prospecting” needed.
The Salesforce blog provides advice on how to set this one up, but the gist is that you will end up with one simple line graph that tracks total inbound leads over time.
- X axis: sales periods
- Y axis: total number of inbound leads
- Data series: just one line graph tracking inbound leads, can be separated into inbound source to determine value of marketing activities
Sales Leaderboard, Earnings Progress Reports
The sales leaderboard can be displayed as a ranking list displayed on a table, but it can also be split up into several types of graphs to track closed-won trends or highlight weaker performers.
- Table: Arranged by top earnings per sales rep
- Graph: sales rep closed-won deals over time
- X-axis: sales periods
- Y-axis: earnings
- Data series: separate line graph for each rep
- Graph: total closed-won deal values over time
- Same as above, but each sales rep is arranged as a stack bar graph rather than separate line graphs
Sometimes focusing on your weakest areas can help you determine where to make the most improvements. You can start by requesting that reps diligently record reasons behind each closed-lost sale, preferably from a simple pick list accompanied by more detailed notes.
Then, the total closed-lost deals can be viewed as a pie chart.
- Pie chart: Reasons for closed-lost deals as a percentage of total
- Data series: A separate wedge for each closed-lost reason, pie can be broken down further into losses to competitors or losses at certain pipeline stages
Using a Data Visualization Tools to Automate Salesforce Dashboards
If you happened to glance at the Salesforce blog linked to above that instructs you on how to create the “inbound leads over time” dashboard, you will have noticed that the process of turning your data into a graphic representation is fairly complex.
Rather than taking multiple steps each time you want to generate a report, you can use a third-party Salesforce data visualization tool that can generate dashboards in real time and help you keep up with the most important metrics.
By consistently visualizing and interpreting your data, you can stop guessing what you need to do to sell more and start knowing, helping you sell more than ever before.