How do I create a sales dashboard?

To create a sales dashboard within Pipedrive, first click on the “Dashboards” section of your Insights page. Then simply drag the desired reports from the “ Reports ” sidebar to create the best CRM dashboard. From there, customize each report’s size, position and the key performance indicators shown.

Can I make a sales dashboard in Excel?

Yes, but it’s a lengthy process and you need to be familiar with Excel. To make a CRM dashboard in Excel , you’ll first need to import your sales data. Then, set up a sheet for your CRM dashboard sample and one for your data. It’s much easier, quicker and more accurate to use your CRM’s built-in reporting tools . All of your data already lives inside the CRM, so there’s no need to manually configure anything.

How should a sales dashboard look?

The best sales CRM dashboard ideas help you sell, whether that’s by increasing competition with leaderboards or convincing stakeholders to invest. It should include all the information and data-driven reports necessary to understand any aspect of your sales process at a glance. Only include the information you need for each dashboard to quickly identify key metrics and make informed decisions. Start a 14-day free trial with Pipedrive, then download some CRM dashboard templates to get a better idea of what these CRM dashboard examples look like.

What are the benefits of using dashboards in CRM?

An activity dashboard in a CRM provides sales leaders and stakeholders with digestible data on a specific process or sales strategy , typically presented in charts and tables. Users with access to the right sales dashboard can quickly identify which activities to focus on and drill down where sales processes are bottlenecked. Investing in a CRM like Pipedrive, with affordable pricing and an easy-to-use interface, can give you the real-time data you need to increase conversion rates and retention.

Sales CRM dashboard

Improve your sales process with a CRM dashboard

Whether you’re managing a team that’s struggling to meet the numbers or a group of seasoned top performers, you need insights to guide your strategy.

A sales CRM dashboard simplifies sales cycles and helps you pinpoint exactly where your sales team is – and where you need to take it.

Pipedrive’s customizable dashboards turn raw sales data into clear metrics you can use to solve problems in real time.

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Stay ahead of the game with the best sales CRM dashboard

Sales managers need to be one step ahead to detect and eliminate potential obstacles. Pipedrive gives you the tools to spot bottlenecks early and sell effectively.

Spend your energy where it matters: Identify areas where your assistance is needed most using sales pipeline analysis and save time by automating repetitive activities.
Create event workflows: Easily create custom workflows or use templates to get up and running quickly.
Track rep performance at a glance: Zoom in on sales performance targets and quickly identify problem areas with a CRM for sales team members.
Find coaching opportunities: Provide your sales reps with the team management and sales tips they need to succeed.

Pipedrive’s sales CRM dashboard features

Get real-time insights

Pull all the data you need from your customer relationship management tool. Impress decision-makers with accurate pipelines and charts.

Automate your workflows

Use automations to handle follow-ups and pipeline updates. Create custom dashboards to organize your sales activity data.

Track your sales pipeline

See revenue and sales figures at a glance. Measure performance against KPIs and empower reps to take pride in their work.

Generate reports with AI

Create sales and performance reports instantly by telling Pipedrive exactly what you need. Alternatively, choose from the pre-built prompts.

Analyze your sales results

Keep an eye on group win rates and average sales cycle lengths. Set team goals and spot opportunities for support and training.

Monitor activities and goals

Schedule calls, meetings and tasks to move deals forward. Set team goals and monitor performance so no opportunities go cold.

Boost your sales team’s productivity

Managing a sales pipeline without activity tracking means relying on gut feeling instead of data to hit targets.

A sales CRM dashboard monitors activity metrics – like new deals added or tasks completed – to drive better performance across the board.

Pipedrive’s dashboard gives you a visual overview of your sales data, including your salespeople’s deals and activities, to track progress and identify high performers.

Discover Pipedrive’s sales management software.

Create unstoppable sales momentum

Juggling spreadsheets and disconnected tools wastes rep time on admin instead of selling.

Simple, intuitive CRM software helps you achieve maximum sales output without a 200-page list of features or a two-day training course.

Pipedrive’s light-touch sales CRM makes it easy to fill up your pipeline and start closing deals as soon as you sign up.

Learn about Pipedrive’s simple CRM software.

See every deal from a bird’s-eye view

Without a clear pipeline health overview, problems fester until they cost you deals.

Pipeline dashboards give you rapid insight into key metrics like win rates, sales velocity and the number of deals at each stage.

Pipedrive spots patterns so you can optimize inefficient processes and bolster each stage of your sales funnel.

Learn more about Pipedrive’s reporting capabilities.

Create revenue forecasts for every stakeholder

When you’re trying to get boardroom buy-in, you need clear data in a compelling format.

CRM software with reporting and forecasting tools displays your most critical revenue and sales KPIs to impress decision-making stakeholders with interactive graphs.

Pipedrive’s CRM dashboard provides easy-to-understand data visualization and simple sharing capabilities.

See Pipedrive’s sales forecasting tools in practice.

Automate your sales reporting

Manually compiling performance reports drains time that reps and sales managers could spend on deals.

A sales CRM dashboard makes life easier with lightning-quick automations and unique workflows for all your individual sales goals.

Pipedrive automatically updates contacts, generates actions as new leads move through your pipeline and forwards client activity to your custom dashboards.

Learn more about Pipedrive’s sales automations.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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How Big Dog Solar increased revenue by 40%

American solar panel installation company Big Dog Solar needed a reporting solution to understand what techniques were working and which data sources were generating the best leads.

Since upgrading its Pipedrive plan, Big Dog Solar is able to generate insightful team performance reports within its CRM reporting dashboards.

“Pipedrive has been the keystone because it’s enabled us to keep track of everything from visibility and management.”

Read the case study

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Sales CRM dashboard Pipedrive Big Dog Solar case study

Track email marketing alongside sales with Campaigns

Pipedrive’s Campaigns add-on shows you which email marketing efforts attract leads and helps you win new customers with fast, fresh and personalized content.

Email builder: Craft engaging emails with an intuitive, drag-and-drop function and dozens of useful templates.
Email analytics: Track delivery status, open rates and click-through rates to hone your email strategy and boost lead generation.
Email segmentation: Find out who’s engaging with your content and send subscribers content that matches their demographics and buying stage.

Learn more