10 Tools to Create a Sales Dashboard [2025]


Sales is a crucial function for any business, regardless of industry or company size. However, sales teams often find themselves overwhelmed by lengthy sales processes and hidden data with little insight. This is where implementing a sales dashboard can make a big difference.

A sales dashboard consolidates relevant sales metrics and key performance indicators (KPIs) into one centralized location. It visualizes sales data to provide actionable insights quickly. With the right sales dashboard software, anyone can create visually compelling dashboards to track sales performance.

In this comprehensive guide, we‘ll cover the following:

• The benefits of using a sales dashboard
• Steps for creating an effective sales dashboard
• Key sales metrics to track
• The top 10 sales dashboard tools for 2025

By the end, you‘ll have all the information you need to select the right sales dashboard solution for your business needs.

How to Create an Effective Sales Dashboard

Creating an impactful sales dashboard takes strategic planning. You can‘t just throw some metrics on a dashboard and expect it to provide value.

Follow these steps to build a sales dashboard that offers actionable insights:

Step 1: Define Your Goals

First, clarify your key business objectives. Where do you want sales revenues to be at the end of the quarter or year? Discuss specific revenue goals with stakeholders.

Setting clear goals and targets upfront ensures your sales dashboard tracks metrics that align with desired business outcomes.

Step 2: Identify Key Sales Metrics

Determine which KPIs provide the clearest picture of sales performance. Analyze what metrics your sales teams currently use.

Prioritize metrics that best indicate progress towards goals and quickly expose areas for improvement. We‘ll cover essential sales metrics in more detail later on.

Step 3: Understand Your Audience

Consider who will be using the sales dashboard and how. Will it be for the sales team to track their own performance? For sales managers to monitor team metrics? Executive leadership?

Understanding the audience for the dashboard ensures you select metrics and design dashboards optimized for how they will use it.

Step 4: Choose a Sales Dashboard Tool

Next, select a dashboard platform that allows you to easily visualize your essential KPIs. Look for tools that integrate data sources, allow metric tracking in real-time, and provide role-based access controls.

We‘ll highlight the top sales dashboard solutions later in this guide.

Step 5: Design and Build Your Dashboard

Now construct your actual dashboard leveraging the platform‘s visualization capabilities. Display only the most important metrics needed to gain insights. Keep designs simple and intuitive.

Step 6: Share and Collaborate

Enable your teams to access the sales dashboard you built. Share insights, provide feedback cycles, and continue iterating to create dashboards that drive the insights your sales organization needs.

The Benefits of a Sales Dashboard

Before jumping into specific tools, let‘s discuss why sales teams should implement dashboards in the first place:

Improved Decision Making

Sales dashboards provide teams with real-time access to their most important metrics in one place. This empowers them to gain insights to make better informed decisions faster.

Increased Sales Performance

By tracking their progress and performance, sales reps can adjust strategies in underperforming areas. Sales dashboards enable data-driven decisions to optimize activities.

Enhanced Team Collaboration

Displaying sales metrics on dashboards fosters transparency across the team. Everyone can see each other‘s progress and identify where to provide support.

More Accurate Forecasting

With insights into metrics and trends, sales forecasts become more reliable. Teams can better predict future performance and set realistic targets.

Stronger Customer Relationships

Customer data integrated into sales dashboards provides insights into behavior and preferences. This allows for more personalized and impactful customer experiences.

Key Sales Metrics to Track

Now let‘s explore some of the most important sales metrics that teams should consider tracking on their dashboards:

Monthly Recurring Revenue (MRR)

Measures total revenue generated each month by ongoing subscriptions or recurring services. A key SaaS metric.

Customer Acquisition Cost (CAC)

tracks the costs spent on marketing and sales to acquire new customers divided by customers acquired. Lower is better.

Sales Cycle Length

Metrics the average time it takes from initial contact to close a sale. Faster sales cycles improve revenue growth.

Win Rate

The percentage of sales proposals that convert into won deals. Higher win rates indicate positive sales team effectiveness.

Average Deal Size

The average revenue generated per sale. Growing average deal size indicates ability to upsell customers.

Monthly and Quarterly Sales Growth

Measures percentage increase in sales over previous periods. Useful for tracking growth trends over time.

Sales Activities

Quantifies sales calls, emails, demos completed to correlate activities with closed revenue.

Lead Velocity

Tracks how quickly leads move through the sales funnel. Faster is better to reduce churn.

Sales Forecast Accuracy

Compares actual sales closed to sales projections. Critical for setting reliable targets.

These are just a handful of the key sales metrics that top dashboard tools can visualize. Now let‘s look at the best sales dashboard software options for 2025.

Top 10 Sales Dashboard Tools for 2025

1. Databox

Databox is one of the most popular dashboard tools with over 20,000 customers. It provides easy drag-and-drop dashboard creation without any coding required.

Key features include:

• 70+ integrations with data sources like Salesforce, HubSpot, Google Analytics, and more
• Customizable dashboard templates for sales metrics
• Automated alerts when KPIs exceed defined thresholds
• Role-based access controls and robust security
• Real-time dashboard sharing and TV display options

The platform focuses specifically on sales and marketing data. It delivers strong analytics capabilities in an intuitive interface.

2. Domo

Domo offers a business intelligence platform tailored for sales organizations. It consolidates data from multiple sources into dynamic dashboards.

Key features:

• Real-time data connectors for common sales tools like Salesforce, Marketo, and Gainsight
• Library of pre-built sales dashboard templates
• Interactive visualizations including charts, graphs, and gauges
• Sales forecasting and pipeline reporting
• Customizable sales KPI alerts and notifications
• Robust mobile app for monitoring sales performance on-the-go

Domo goes beyond basic dashboarding to provide predictive analytics for sales based on historical trends. This adds unique value to guide future strategy.

3. Klipfolio

Klipfolio‘s dashboard platform Klips enables easy connections to cloud apps, spreadsheets, and databases to build sales dashboards.

Benefits include:

• 130+ platform integrations including Salesforce, HubSpot, Quickbooks, and more
• Library of pre-made sales dashboard templates
• Custom coding capabilities using HTML, CSS, and Javascript
• Interactive drilldown functionality into sales metrics
• Role-based access controls for security
• Mobile-responsive design and TV display functionality

Klipfolio focuses heavily on drag-and-drop customization and flexibility for advanced dashboard design.

4. Sisense

Sisense is a business intelligence tool providing in-depth sales analytics. It empowers non-technical users to prepare, analyze, and visualize complex sales data.

Key features:

• AI-driven insights highlighting trends and anomalies in sales metrics
• Sales forecasting and pipeline analysis
• Data integration support for 30+ sources including Salesforce, Oracle, MySQL, and more
• Customizable dashboards with drag-and-drop editor
• Role-based access control for security
• Options to embed or white label dashboards

Sisense stands out with its robust analytical capabilities like statistical analysis and machine learning algorithms.

5. Salesforce Sales Cloud

As the most popular CRM, Salesforce also provides embedded sales dashboard features.

Benefits include:

• Seamless integration as Salesforce‘s native dashboarding tool
• Real-time monitoring of Salesforce report metrics
• Customizable sales KPI dashboards
• Data visualization with charts, graphs, and gauges
• Dashboards tailored for sales reps, managers, and executives
• Flexible sharing permissions and access controls

For existing Salesforce customers, Sales Cloud dashboards provide a convenient integrated option with no additional setup needed.

6. Yieldify

Yieldify focuses on visualizing e-commerce sales metrics from data sources like Google Analytics.

Key features:

• Real-time sales analytics dashboards tailored for e-commerce KPIs
• Integration with Google Analytics, Google Ads, and more
• Custom segmentation of sales metrics by traffic source, device, location and other dimensions
• Interactive drill down into granular metrics
• Sales forecasting capabilities based on historical data
• Customizable dashboard layouts

Yieldify provides deep analytics for online sales channels beyond standard web analytics platforms.

7. Zoho Analytics

Zoho Analytics enables building interactive, web-based sales dashboards connected to data sources like CSV, databases, and more.

Key features include:

• Connectors for databases, cloud apps, Google Sheets, etc.
• Library of pre-built sales dashboard templates
• Customizable dashboard layouts with drag and drop editor
• Interactive drill down into sales metrics and trends
• Custom calculations, ratios, and visualizations
• Scheduled dashboard refreshes and email reports
• Team collaboration with notes and annotations

Zoho Analytics provides a code-free dashboarding solution for both SMBs and enterprises.

8. Grow.com

Grow‘s sales dashboard software integrates data from popular CRMs to track metrics.

Key features:

• Real-time dashboards connected to HubSpot, Salesforce, Pipedrive and other CRMs
• Comparative metrics between team members and trendlines
• Customizable sales KPI alerts based on target thresholds
• Robust security, access controls, and permissions
• White labeling options to brand dashboards
• TV casting functionality and mobile-optimized

Grow aims to provide an easy sales analytics solution for SMBs without requiring data science skills.

9. SalesAnalytics

SalesAnalytics focuses specifically on predictive sales forecasting and pipeline reporting.

Key capabilities:

• AI-powered sales forecasting models and predictions
• Customized sales pipeline dashboards by team, region, products, etc.
• Integration with CRM and sales tools via API
• Historical sales performance analysis
• Custom sales metrics, ratios, and dimensions
  -Scheduled automatic reports and dashboard refreshes

For data-driven sales leaders, SalesAnalytics provides robust forecasting analytics not found in most dashboard tools.

10. Chartio

Chartio enables easy visualization of sales data through intuitive drag-and-drop dashboards connected to multiple sources.

Key features:

• Broad application, database, and BI integrations
• Custom sales SQL queries for data manipulation
• Interactive drill down into sales figures
• Automated sales KPI alerting capabilities
• Data governance features to manage access and permissions
• Custom branding options for white labeled dashboards
• Scheduled PDF sales reports

Chartio emphasizes self-service analytics to allow any team to generate sales insights through dashboards.

Key Factors to Consider

With many sales dashboard solutions to choose from, keep the following criteria in mind while evaluating options:

• Integrations – What data sources and applications does the tool connect to? Prioritize options allowing unified data.

• Ease of use – How intuitive is the interface for building dashboards without coding? Simpler is better.

• Sharing capabilities – Can you securely share insights across your sales organization?

• Visualizations – Does the tool provide modern, interactive charts and graphs to bring data to life?

• Real-time data – Are dashboards connected to live data sources to reflect the latest metrics?

• Forecasting – Does the platform offer sales predictions and modelling capabilities?

• Scalability – Will the solution scale with your sales teams and meet enterprise-level needs?

• Mobile functionality – Is there a mobile app or responsive design to view dashboards on-the-go?

• Budget – How do the pricing models compare for your organization‘s size and needs?

Get Started With Sales Dashboards

Implementing a sales dashboard provides a valuable window into the metrics driving your business. But realizing the benefits requires an intentional approach.

Follow the steps outlined in this guide to determine your core KPIs, select a suitable dashboard platform, design intuitive dashboards, and drive adoption across your sales organization.

With real-time sales data visualization and insights at their fingertips, your teams will be empowered to hit goals and maximize performance. The top sales dashboard tools make it easy to turn raw data into actionable strategies.

What key sales metrics will you focus on tracking in 2025? Which dashboard solution looks most promising for your needs? Take the first step toward better sales decisions today.