Sales Performance Dashboard for Businesses | Whatagraph

Sales performance dashboard

Bolster your business' processes with the help of the Whatagraph sales performance dashboard. Minimize - and even eliminate - the roadblocks that impede your growth. Sales performance metrics that you can ACT on will always be within reach when using a Whatagraph sales performance dashboard.

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Over 15,000 agencies and brands worldwide get their marketing performance analyzed with Whatagraph!

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Spend more time driving better results for your clients

Sales KPIs and analytics from multiple sources

Cut the reliance cord with time-consuming spreadsheets. Start using a visual sales performance dashboard to track and analyze sales metrics and top-performing marketing channels. Track weekly, monthly, or quarterly sales progress with pipeline conversions, ROMI, and other metrics.
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Sales dashboards that are customizable to your specifications

View current sales metrics when you integrate desired platforms with Whatagraph. Use a pre-made sales performance report template or drag-and-drop widgets to create a comprehensive sales dashboard yourself. Sales teams of any size will appreciate a flexible platform that contains critical performance metrics in one place.
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View which marketing channels are driving sales

Do you know which marketing channels are driving sales? Consolidated business analytics will help you understand what is moving the sales needle by channel - PPC, social media, organic. View budget allocations and KPIs of each marketing channel and compare them.
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FAQs

All your questions answered. And if you can’t find it here, chat to our friendly team.

What should a sales dashboard include?
1. Leads by source
What channels are generating the most leads

2. Current activities (calls, product demos)
What do you have to do currently for your potential clients. This may include walkthroughs, onboarding process, demos. 

3. Open opportunities
These opportunities are your bread and butter and tie into your win/loss rate. Use this to track your leads and delegate when you have too many. 

4. Closed opportunities
See how much revenue your sales team has generated so far. This metric is vital if your sales quota is based on revenue, and it can help you keep an eye on commission goals.

5. Sales cycle
The average time it takes to close a sale. This is usually measured in days.

6. Pipeline
Potential sales and where they currently stand in regards to the sales funnel

7. New clients and upselling ratio
Compare how well you are upselling products to your existing customers in relation to onboarding new clients.

8. Win/loss rate
A total number of created opportunities in relation to the total number of closed sales.

How do I create a sales dashboard?
Here are the steps you need to go through when creating a sales dashboard for yourself or your team: 

  1. Decide which sales metrics you'll be tracking;
  2. Understand you or your team will be using the created dashboard.
  3. Look at sales dashboard tool builders. One great tool for this is 'Whatagraph'.
  4. Extract the data into the dashboard. This can be done automatically if you decide to use Whatagraph.
  5. Drag-and-drop the metrics you wish to see onto your dashboard. 
How do you monitor sales team performance?
Within your dashboard, you have the option to create and set goals - individual or team goals. Set these goal trackers for yourself, and the data will be automatically extracted from the native platform. As progress is being made, the goal tracker will update itself to provide you with the most-recent performance insights.

It’s good to be loved! Our clients are not shy about expressing it.

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive