7 Key Sales Dashboard Examples with Templates

Sales analytics play a crucial role in monitoring and improving sales performance. Organizations rely on sales dashboards to make sense of the vast amount of sales data. These visual representations provide real-time insights into key sales metrics. Consequently, it allows sales teams to track progress, identify trends, and make data-driven decisions.

With sales dashboards design, you can be the Da Vinci of decision-making, strategizing your way to success.

But wait.

Have you ever wondered how to turn boredom-inducing spreadsheets into a symphony of success?

You have come to the right place.

We’re about to dissect dashboards that make pie charts cooler than ice cream. From revenue rockets to conversion carousels, prepare to be schooled in the art of visualizing victories.

We will explore some effective sales dashboard examples that showcase the art of sales analytics. Concurrently, delve into the key components and visualizations that make these dashboards effective in driving sales success.

This sales analytics journey will make you fall in love with numbers all over again.

Table of Content:

1. 1. What is a Sales Dashboard?
   2. Why are Sales Performance Dashboards Important?
   3. What Should be Included in a Best Sales Dashboard?
   4. 7 Real-Life Sales Dashboard Examples (With Templates)
      1. Sales Growth Dashboard
      2. Quarterly Forecast Dashboard
      3. Sales Pipeline Dashboard
      4. Sales Territory Assignments
      5. Lead Generation Dashboard
      6. Sales Forecasting Dashboard
      7. Product Sales Dashboard
   5. Best Charts for Creating Sales Dashboard Template Excel
   6. How to Create a Sales Dashboard in Excel: Step-By-Step?
   7. How to Use Sales Dashboard Template?
   8. Tips For Sales Analytics Dashboards
   9. Benefits of Sales Dashboard Reporting
   10. FAQs of Sales Dashboards
   11. Wrap Up

What is a Sales Dashboard?

Definition: A sales dashboard is a visual representation of sales data. It provides a graphical view of important metrics, allowing salespeople to filter information based on different periods. Integrating the dashboard with a CRM Analytics system can benefit non-sales departments like marketing. Moreover, choosing relevant key metrics and KPIs using a CRM Analytics platform ensures accuracy and integration with sales software.

Why are Sales Performance Dashboards Important?

Sales dashboards are essential tools that provide a visual representation of key performance metrics, enabling businesses to track sales performance in real-time. By consolidating data from various sources, these dashboards offer insights into trends, helping teams identify strengths and areas for improvement.

This not only fosters accountability but also enhances collaboration among sales teams. Ultimately, sales dashboards design facilitate data-driven decision-making, allowing organizations to optimize strategies and drive revenue growth effectively.

What Should be Included in a Best Sales Dashboard?

• User-Friendly Interface

A clear and intuitive design allows users to navigate the dashboard effortlessly, ensuring they can easily locate important information without confusion.

• Relevant KPIs and Metrics

Including key performance indicators (KPIs) such as sales revenue, conversion rates, and customer acquisition costs help provide insights that are critical for evaluating sales performance.

• Real-Time Data Updates

Timely updates ensure that sales teams have access to the latest information, enabling them to respond quickly to changes in performance and market dynamics.

• Effective Visualizations

Utilizing various charts, graphs, and visual elements aids in conveying trends and patterns effectively, making complex data more understandable at a glance.

• Customization and Flexibility

Allowing users to customize the dashboard according to their specific needs and preferences ensures they can focus on the insights that matter most to them, enhancing their overall experience.

7 Real-Life Sales Dashboard Examples (With Templates)

• Sales Growth Dashboard

The sales dashboard example below is centered on various sales metrics. It provides a concise overview of current and past sales, allowing for easy comparison.

• Quarterly Forecast Dashboard

The sales dashboard design below consists of a Multi-Axis Line Chart and a Pareto Chart. These visualizations indicate how strong your business performance is.

Best Charts for Creating Sales Dashboard Template Excel

Like a perfectly tailored suit, the right charts can make your sales dashboard stand out. Consequently, empowers you to conquer the sales universe. Here are some charts that will transform your sales game from zero to hero.

• Sankey Diagram

A Sankey Diagram is a flow diagram that visualizes data flow through a system. It uses arrows of different widths to represent the quantity or value of the flow at each stage. The width of the arrows is proportional to the amount represented.

Sankey diagrams provide a clear and intuitive way to analyze and understand flow patterns. At the same time, identify areas of inefficiency or improvement.

Example

Assume you have online store sales data below.

Store	Category	Items	Brand	Unit Sole
Online Store	Electronics	Mobile	Samsung	39
Online Store	Electronics	Tablet	Samsung	73
Online Store	Electronics	Laptop	Dell	156
Online Store	Garments	Jeans	Levi’s	46
Online Store	Garments	T-Shirt	H&M	104
Online Store	Garments	Jackets	Puma	41
Online Store	Furniture	Sofa	IKEA	73
Online Store	furniture	Chair	Kartell	46
Online Store	furniture	Desk	Stickley	43

You can map this data on a Sankey Chart, as shown below.

• Sunburst Chart

A Chart displays hierarchical data using concentric circles. Each circle segment represents a category or subcategory. The innermost circle shows the main category and the subsequent rings show subcategories. The size of each segment corresponds to its proportion within the whole, and colors help to differentiate segments.

A Sunburst Chart is useful for visualizing the composition and proportion of data at different hierarchical levels. Therefore, you can use it to show the breakdown of sales by region, as in the example below.

Categories	States	Country	Total Sales
Sales	California	Irvine	93
Sales	California	Hemet	100
Sales	California	Oxnard	86
Sales	Texas	Austin	97
Sales	Texas	Dallas	98
Sales	Texas	Plano	91
Sales	Florida	Miami	94
Sales	Florida	Tampa	87
Sales	Florida	Naples	88

Below is the Chart visualization of the sales data above.

• Multi-Axis Line Chart

A Multi-Axis Line Chart utilizes multiple axes, providing greater flexibility in displaying and comparing data. Like other multiple or stacked line charts, it allows for representing different data sets. However, the distinct feature of a Multi-Axis Line Chart lies in its ability to accommodate multiple axes. Consequently, it enables the visualization of diverse data structures such as labels and axis positions.

This interactive chart is particularly useful when showcasing data with varying scales is needed. Or when different data series require separate axes for accurate interpretation.

Example

Let’s say you have order, sales, and profit data as in the table below.

Months	Orders		Sales	Profits
Jan	756	18766		18
Feb	485	18788		29
Mar	412	18743		24
Apr	607	18788		22
May	915	16406		19
Jun	413	17765		22
Jul	828	20532		26
Aug	611	20016		19
Sep	683	20122		18
Oct	886	20125		25
Nov	397	23783		21
Dec	408	22942		21

You can visualize this data on a Multi-Axis Line Chart, each category with its own axis.

• Trend Chart

A Trend Chart shows the direction and magnitude of change over a specific period. It consists of a horizontal axis representing time and a vertical axis representing the measured variable. The data points are plotted on the chart. Then, a line or curve is drawn connecting these points to illustrate the trend.

Example

Assume you have the revenue data table below.

Months	Current	Previous
Jan	55000	28000
Feb	54000	27000
Mar	62000	46000
Apr	73000	39000
May	57000	43000
Jun	57000	41000
Jul	60000	42000
Aug	49000	25000
Sep	75000	44000
Oct	66000	45000
Nov	52000	37000
Dec	50000	26000

You can visualize this data on a Trend Chart, as shown below, to make gleaning insights easy.

• Radar Chart

A Radar Chart is a graphical representation of multivariate data on a two-dimensional plane. It consists of a series of spokes, or radii, that extend from a central point, creating a polygonal shape. This chart is particularly useful for comparing different categories’ relative performance or characteristics across multiple dimensions.

Example

Let’s say you have sales data as tabulated below.

Months	Garments	Electronics	Cosmetics
Jan	13147	32289	18388
Feb	9047	29305	18692
Mar	13493	21696	10639
Apr	10260	24357	12218
May	12127	28597	14936
Jun	11048	23525	10915
Jul	5435	32997	19854
Aug	12624	25003	11609
Sep	7768	33472	18657
Oct	9459	29548	15701
Nov	14201	28118	11120
Dec	13790	26850	12802

You can map this data on a Radar Chart, as shown below, to make analysis a breeze.

How to Create a Sales Dashboard in Excel: Step-By-Step?

Are you looking to take your sales tracking to the next level?

Look no further than ChartExpo, the ultimate solution for creating insightful sales dashboards in Excel. ChartExpo effortlessly transforms raw sales data into insightful and interactive charts, making the gleaning of insights a breeze.

You can confidently say goodbye to clunky and outdated spreadsheets. ChartExpo offers sleek and professional sales dashboards design that brings any form of data to life.

Benefits of Using ChartExpo

• ChartExpo offers a visual feast of options to cater to your data’s every whim. Say goodbye to the days of one-size-fits-all data visualizations and embrace the power of tailored data analysis and presentation.
• No coding required – just a few clicks, and voila! Informative charts that will leave your audience in awe.
• Unleash your inner artist with ChartExpo’s customization prowess. You have the power to paint your visuals with the perfect palette of colors, fonts, and styles.
• ChartExpo is the perfect blend of quality and affordability. Try it for free for 7 days, then subscribe to a $10 monthly plan. Your data analysis game will never be the same again.

How to Install ChartExpo in Excel?

1. Open your Excel application.
2. Open the worksheet and click the “Insert” menu.
3. You’ll see the “My Apps” option.
4. In the office Add-ins window, click “Store” and search for ChartExpo on the Apps Store.
5. Click the “Add” button to install ChartExpo in Excel.

ChartExpo charts are available both in Google Sheets and Microsoft Excel. Please use the following CTA’s to install the tool of your choice and create beautiful visualizations in a few clicks in your favorite tool.

Let me show you how to create a Sankey Diagram visualization for your sales data with ChartExpo.

• To get started with ChartExpo, install ChartExpo in Excel.
• Now Click on My Apps from the INSERT menu.

• Choose ChartExpo from My Apps, then click Insert.

• Once it loads, choose the “Sankey Chart” from the charts list.

• Highlight your data and click “Create Chart From Selection.”

• ChartExpo will generate the visualization below for you.

• Click the “Edit Chart” button to display the chart’s heading.
• To customize the chart’s title, click the pencil icon close to the ‘Chart Header.‘
• The properties window will open. Under ‘Text,’ you can put the suitable title in line 1 and enable the ‘Show‘ option. Then click the “Apply” button.

• To adjust the node’s color, click the pencil icon close to it. Then, extend the ‘Node properties‘ and pick the desired color from the ‘Node Color‘ property. Then, click the “Apply” button.
• To save all your changes, click the “Save Changes” button.

• Your final visualization will look like this.

Insights

• Level 1 (Store) has a total of 621 orders.
• At Level 2 (Category), Electronics is the leading contributor with 43% (268 orders). Conversely, furniture has the lowest contribution among the categories, with 26% (162 orders).
• At Level 3 (Items), Laptops and T-shirts are the major contributors, with 25% (156 orders) and 17% (104 orders), respectively.
• At Level 4 (Brand), Dell and Samsung have higher sales compared to other brands, accounting for 25% (156 orders) and 18% (112 orders), respectively.

How to Use Sales Dashboard Template?

Step 1: Choose the Right Sales Dashboard Template

Select a dashboard template that fits your business needs, such as revenue tracking, sales performance, or pipeline analysis. Ensure it includes key metrics like total sales, conversion rates, and customer acquisition.

Step 2: Import Your Sales Data

Upload or connect your sales data source, whether it’s an Excel file, Google Sheets, or a CRM like Salesforce. Make sure your data is structured correctly for accurate visualization.

Step 3: Customize the Dashboard Layout

Adjust charts, tables, and widgets to highlight the most important sales KPIs. Modify colors, labels, and formats to match your business branding and reporting style.

Step 4: Analyze Key Sales Insights

Review the dashboard to identify sales trends, bottlenecks, and high-performing areas. Use filters and drill-down options to gain deeper insights into different time periods or sales teams.

Step 5: Share and Automate Reporting

Export the dashboard as a PDF, image, or live report to share with your team. Automate updates to ensure real-time data visibility, enabling informed decision-making.

Tips For Sales Analytics Dashboards

Define Clear Objectives

Establish specific goals for your sales dashboard design. Identify the key performance indicators (KPIs) that matter most to your sales team and leadership. This clarity will help you focus on relevant metrics like revenue targets, conversion rates, and lead sources.

Use Visualizations Effectively

Incorporate charts, graphs, and heat maps to present data visually. Effective visualizations enhance understanding and enable users to quickly grasp insights and trends analysis, making the dashboard more intuitive and user-friendly.

Keep It Simple

Avoid clutter by concentrating on the most critical KPIs. A clean and straightforward layout allows users to navigate the dashboard easily, ensuring they can find the information they need without feeling overwhelmed by excessive data.

Ensure Real-Time Data

Integrate your dashboard with real-time data sources to provide up-to-date information. Access to current metrics enables sales teams to make informed decisions promptly and respond effectively to opportunities and challenges.

Regularly Review and Update

Continuously evaluate the effectiveness of your dashboard. Regular updates based on user feedback and evolving business needs will keep it relevant and aligned with your sales objectives, ensuring it remains a valuable tool for your team.

Benefits of Sales Dashboard Reporting

1. Real-Time Performance Tracking

Sales dashboards provide live data updates, allowing teams to monitor sales performance, revenue, and conversion rates instantly. This helps businesses respond quickly to changes, identify issues early, and capitalize on new opportunities.

2. Data-Driven Decision Making

With clear visual reports and key metrics, businesses can identify trends, spot bottlenecks, and optimize sales strategies. Data-backed insights reduce guesswork and enable more effective decision-making, leading to higher profitability.

3. Improved Sales Team Productivity

Dashboards help sales teams prioritize leads, track progress, and measure individual and team performance. By having instant access to their targets and achievements, sales reps stay motivated, improve efficiency, and close more deals.

4. Enhanced Forecasting Accuracy

By analyzing historical sales data, businesses can predict future trends, set realistic sales targets, and optimize resource allocation. Accurate forecasting reduces financial risks and helps organizations plan better for growth.

5. Better Collaboration and Transparency

A centralized sales dashboard ensures all stakeholders have access to the same real-time data, improving communication and alignment between sales, marketing, and leadership teams. This fosters a data-driven culture and enhances teamwork.

FAQs About Sales Dashboard

What is a sales dashboard template?

A sales performance dashboard template is a pre-designed visual layout that showcases essential sales metrics and data. It offers a structured framework to present information like revenue, customer trends, and product performance. Consequently, it aids businesses in monitoring and analyzing their sales performance effectively.

How do I create a sales performance dashboard?

To create a sales performance dashboard:

1. Identify key metrics like revenue, leads, and conversion rates.
2. Choose a data visualization tool or software like ChartExpo.
3. Collect and organize relevant data.
4. Design the dashboard with charts, graphs, and KPIs.
5. Continuously update and refine based on insights.

Is a sales dashboard only useful for large corporations?

No, a sales performance dashboard is valuable for businesses of all sizes. It aids in tracking sales performance, identifying trends, and making informed decisions. Small companies can benefit by optimizing sales strategies and achieving growth, just like larger corporations.

Wrap Up

Sales analytics dashboards are powerful tools that help to monitor sales performance and make data-driven decisions. These dashboards simplify sales management by providing real-time analytics and insights in one central place.

Their allure lies not only in their aesthetic finesse but also in their potential to unravel market intricacies. From revenue trends to the intricate alleyways of customer behavior, these dashboards illuminate the path forward.

They provide valuable insights that help teams set goals, identify areas of improvement, and create effective sales strategies. Therefore, with a well-designed sales performance dashboard, you can stay on top of your sales KPIs and drive success.

Moreover, sales analytics dashboards facilitate communication and collaboration within the sales team and across departments. With real-time data updates, everyone can stay informed and make data-driven decisions.

As technology dances with business acumen, one thing is clear – sales analytics thrive on these dashboards.

ChartExpo provides a range of sales dashboard templates and visualizations to help create best-in-class sales analytics dashboards. With ChartExpo, you can easily visualize your sales metrics and set specific goals and targets.