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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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?

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.

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:

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.

Capterra verified review by

Mindaugas S., Marketing Consultant

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.

Capterra verified review by

Nico T., Media Planner

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.

Rasmus Bernt K., External Senior Management Consultant

Capterra verified review by

Rasmus Bernt K., External Senior Management Consultant

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!

Capterra verified review by

Stephanie S., Digital Director

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.

Capterra verified review by

John S., SEO Strategist

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.

Capterra verified review by

Erman E., Marketing Specialist

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.

Capterra verified review by

Brent N., Director of Operations

Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

Capterra verified review by

Orsolya S., Online Marketing Manager

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Cross channel reporting template with Whatagraph