Keep your frontline sales team focused on the actions that drive revenue. This dashboard tracks outbound calls made, emails sent, meetings booked, and demos completed—giving managers instant visibility into daily activity.
Sales Dashboards Examples
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FAQs
FAQs about Plecto's Sales Dashboards
A good sales dashboard should include metrics that reflect both activity and outcomes. At a minimum: pipeline value by stage, revenue vs. target, deals won and lost, individual rep performance, and key activity metrics like calls made and meetings booked. The right mix depends on your team's goals: activity-heavy dashboards suit outbound teams, while pipeline and revenue dashboards are more relevant for teams managing longer sales cycles.
A sales activities dashboard focuses on the inputs—the day-to-day actions reps take to move deals forward, like calls, emails, and demos. A sales manager dashboard takes a broader view, combining activity data with outcomes like quota attainment, win rates, and pipeline health. Managers typically use both: the activities dashboard to coach reps in real time, and the manager dashboard to report upward and track team-level performance.
CRM reports are useful but typically static—you run them on demand, often after the fact. Plecto dashboards update in real time, which means your team can see performance changing throughout the day rather than only at end-of-week review. Plecto also lets you combine data from multiple tools in one view (e.g., call data from Aircall alongside deal data from HubSpot), add gamification features like contests and leaderboards, and display everything on a TV screen to keep the whole team aligned.
Plecto integrates with over 150 tools, including HubSpot, Salesforce, Pipedrive, Aircall, Intercom, Zendesk, and more. Once connected, your dashboard data updates in real time — no manual exports or refreshes needed. If you use HubSpot, Salesforce, or Pipedrive, you can also download ready-made dashboard templates from the Plecto Store and be up and running in minutes.