What is a sales manager dashboard?

Sales is all about hitting targets, and it is up to the sales manager to ensure that these targets are met and, ideally, exceeded.

Every sales manager has to juggle numerous KPIs, including new revenue, pipeline status and the performance of their sales reps. This is where the sales manager dashboard comes into play. A sales manager dashboard provides managers with an easy-to-understand, at-a-glance overview of the sales team’s performance.

How sales manager dashboards improve the whole team's performance

Take action on department KPIs

As the sales manager, it’s ultimately up to you to pinpoint what’s working and what’s not and then adapt the whole team's strategy. Real-time dashboards will enable you to continuously adjust and optimize your approach - a key component of effective sales management.

Toast to your top performers!

In our first dashboard example, you will see two widgets dedicated to the performance of your team members, including New Revenue by Sales Rep. We have included this not only so you can identify who is performing the best but also, but also to celebrate the performance of your team. Even though this dashboard is primarily for the manager, it's never a bad idea to increase transparency within your team and

Identify trends in the pipeline

Use your sales manager dashboard to unlock key insights and trends in your data. Whether it's identifying average deal size, comparing closed deals to the forecast or something else, dashboard visualization centralizes your data in a way that is digestible and enables you to optimize your business operations.

By using Plecto, you can say goodbye to overcomplicated spreadsheets and trawling through your CRM to make sense of your numbers. Instead, easily integrate your CRM data so that you get the full picture of your sales performance.

Sales Manager Dashboards at a glance

Who is it for?

Not just the sales manager, but also the sales team, and other C-suite employees including CEO, CFO, and Chief Revenue Officer.

What does it measure?

Tracks both current pipeline status, as well as the performance of your sales team.

What is it great for?

Providing sales managers with a clear, visual analysis of the sales team's performance.

What KPIs should I include?

There are tons of KPIs that a sales manager has to keep track of. However, be sure to focus on only the most important metrics so that the dashboard is not overwhelming. Here are some sales manager KPIs that will never go amiss:

  • Deals Won

Measures the number of deals won over a certain period of time. A perfect KPI to set a target towards, as well as compare with past periods.

  • Forecasted New Revenue

Calculates how much new business is expected to be generated over a certain period.

  • New Revenue by Sales Rep

The amount in new business revenue generated by individual employees.

  • Inbound Revenue

The percentage of new revenue produced from inbound channels.

  • Outbound Revenue

The percentage of new revenue produced through outbound efforts.

  • Revenue from Upgrade

Measures the percentage of revenue generated from upgrades and expansions.

  • New Customers

The number of new customers acquired over a certain period.

  • Deals by Team

Compare the performance of your sales reps across different teams.