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.
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.
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.
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.
FAQs
All your questions answered. And if you can’t find it here, chat to our friendly team.
How do you monitor sales team performance?
What should a sales dashboard include?
How do I create a sales dashboard?
- Decide which sales metrics you'll be tracking;
- Understand you or your team will be using the created dashboard.
- Look at sales dashboard tool builders. One great tool for this is 'Whatagraph'.
- Extract the data into the dashboard. This can be done automatically if you decide to use Whatagraph.
- Drag-and-drop the metrics you wish to see onto your dashboard.
It’s good to be loved! Our clients are not shy about expressing it.
I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.
Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.
The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.
We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!
We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.
The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.
Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.
Need more help with getting started?
We can set up your report campaign for you!
Ready for insights?
It's time to focus your time on the tasks that really matter, and let us worry about your marketing analytics. Start your free 7-day trial.
- Free for 7 days
- No credit card required
- Live chat support
- Cancel anytime
No credit card required