The First 3 Sales Dashboards Your Startup Needs

Zoe Hartsfield

February 21, 2023
you notice your sales data is out of date
you feel like you lack clarity on current pipeline
you want to see reports on booked and forecasted revenue but can’t
you missed an important action item for a potential customer
you expanded your sales team and it’s hard to see who owns what account
you’re seeing duplicates in the data
What does “CRM set up” mean/involve?
When is the best time to set up your CRM and why?
What are the costs if you wait?
What are the benefits if you move quickly?
How do most companies implement their CRM?
Should you get Salesforce or another CRM?

The First 3 Sales Dashboards Your Startup Needs

In a world full of data, it’s hard to know where to start to effectively measure and track your GTM key performance indicators (KPIs). To help you keep a finger on the pulse of your sales team's progress, here are the top three sales dashboards that every sales team should use:

  1. Revenue Insights Performance Dashboard

Who it helps: Sales Managers and Executives

How it helps: This type of dashboard provides a comprehensive view of your team's performance, revenue growth, and current deals, enabling you to focus on the right activities and coaching strategies.

Relevant KPIs and metrics: Lead source, converted leads, sales growth, pipeline value, and customer lifetime value

A Revenue Insights Performance Dashboard from Salesforce is a valuable tool that offers insights into your closed deals, average days to close, and closed sales. By tracking these KPIs, you can gain a better understanding of your sales trend over time and make informed decisions about your sales reports, future activities, and staff training.

  1. Sales Pipeline Dashboard

Who it helps: Sales Managers, Sales Reps, and Marketing Leaders

How it helps: This dashboard provides an accurate view of your progress and helps you understand if you have sufficient pipeline volume to reach your goals.

Relevant KPIs and metrics: Lead source, lead conversion, total pipelines by stage, and open leads

A Sales Pipeline Dashboard from Salesforce is a great way to monitor your company's growth and footprint in the market. This dashboard drills down into important metrics such as lead sources and open opportunities, giving you a closer look at your pipeline volume and helping you ensure that you have enough to reach your sales goals.

By using this dashboard, you can shift from reactive decision making and make proactive decisions to boost an underperforming pipeline and implement new sales management strategies, such as additional training or communication drills.

  1. Sales Team Activity Management Dashboard

Who it helps: Sales Managers and Sales Reps

How it helps: This dashboard provides insight into the overall activities your team has completed in a given time frame. Having visibility into these leading indicators will help you to keep track of their performance and ensure that sales tasks are completed on time.

Relevant KPIs and metrics: Recent activities by sales reps and leads by status

A Salesforce Activity Management Dashboard provides a high-level view of your team's recent activities and sales performance, including a breakdown according to campaign revenue, leads by status, and salesperson activities. With this dashboard, you can ensure that everyone is on the same page when it comes to activities and review their interactions with customers if necessary.

Example: Ever notice low activity levels for a particular sales rep?  You can check this dashboard to determine if there are any talent or training issues that need to be addressed. By tracking this information, you can continuously improve your sales process and achieve better results.


The Revenue Insights Performance Dashboard, Sales Pipeline Dashboard, and Sales Team Activity Management Dashboard from are essential dashboards for sales teams of all sizes. These tools provide valuable insights into your sales performance, pipeline volume, and team activities, allowing you to make informed decisions and achieve your revenue goals.

If you need help with setting up some of these dashboards or help you get up and running on Salesforce, reach out to our team! We’d be happy to help. 

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