Sales performance dashboards are essential tools for tracking KPIs, monitoring pipeline health, and driving informed decision-making. Whether you're managing a sales team, tracking individual rep performance, or analyzing company-wide trends, the right dashboard makes all the difference.
In 2025, businesses can no longer rely on static reports or manual tracking methods. A modern sales performance dashboard offers live data, visual insights, and customizable views that empower managers and reps to make better decisions. From conversion rates to pipeline velocity, dashboards consolidate everything into a single source of truth.
In this guide, we’ll explore the best sales dashboard examples, top templates, and tools that can take your team’s performance to the next level.
What is a sales performance dashboard?
A sales performance dashboard is a visual reporting tool that consolidates your sales metrics into an easy-to-read format. It helps sales teams and managers monitor KPIs, track progress toward goals, and identify bottlenecks in real time.
While all dashboards aim to track performance, there are different types worth noting:
Sales dashboard: A general overview showing key metrics such as revenue growth, win rate, and lead activity.
Sales pipeline dashboard: Focuses on deal stages, conversion rates, and forecasting to give managers visibility into upcoming revenue.
Sales activity dashboard: Tracks day-to-day actions such as calls, meetings, and follow-ups, ensuring reps stay accountable.
These dashboards are critical because they transform raw data into actionable insights. A sales manager dashboard can guide strategic decisions, while a sales representative dashboard helps individual reps improve their productivity. Together, they ensure both micro and macro views of performance are always clear.
Key metrics to track in a sales metrics dashboard
The effectiveness of a sales metrics dashboard depends on the KPIs you choose to track. While different businesses may prioritize different goals, the following are must-haves for 2025:
Revenue growth: The most direct measure of success, revenue growth shows whether sales strategies are delivering results. Tracking growth by month, quarter, or product line ensures alignment with company goals.
Conversion rates: This metric measures how effectively leads are moving through the funnel. Whether it’s demo-to-close or lead-to-opportunity, conversion tracking reveals where deals stall and where improvements are needed.
Pipeline velocity: Pipeline velocity indicates how quickly deals move from one stage to another. A slow-moving pipeline signals bottlenecks, while faster velocity often means healthier cash flow.
Sales rep activity: Tracking daily activities — such as calls made, emails sent, and meetings scheduled — ensures reps are focused on actions that drive revenue. A sales activity dashboard makes these metrics visible and encourages accountability.
Customer acquisition cost (CAC): CAC calculates how much it costs to acquire a new customer. When paired with lifetime value (LTV), this metric helps ensure your sales efforts are profitable.
Sales cycle length: The time taken from first contact to closed deal is a key performance indicator. Shorter cycles often indicate efficient processes and strong product-market fit.
By combining these into a sales performance metrics dashboard, businesses can evaluate not just how much they’re selling, but how efficiently they’re doing it.
Types of sales dashboards with examples
Dashboards serve different purposes depending on the audience and use case. Let’s break down the main types with practical sales dashboard examples:
Sales manager dashboard
A sales manager dashboard provides a high-level view of revenue trends, pipeline forecasts, and team-wide performance. It helps leaders understand whether the team is on track to hit targets and where resources should be allocated. For example, a manager may notice that one region is outperforming others and shift marketing spend accordingly. By centralizing these insights, the dashboard supports strategic decision-making that drives overall growth.
Sales representative dashboard
A sales representative dashboard is built for individual accountability and performance tracking. It allows reps to monitor their quotas, track progress toward goals, and review their daily activities such as calls made or demos scheduled. For instance, a rep can quickly identify that they need to schedule five more follow-up calls this week to stay on track. This kind of personalized view helps salespeople prioritize tasks and focus on actions that move deals forward.
Sales pipeline dashboard
The sales pipeline dashboard visualizes deals as they progress through different stages of the funnel — from prospect to closed-won. It highlights revenue potential at each stage, reveals bottlenecks, and improves forecasting accuracy. For example, if deals are stalling at the proposal stage, managers can coach reps to address objections earlier. By offering a clear picture of pipeline health, this dashboard ensures leaders can predict revenue more reliably.
Sales activity dashboard
A sales activity dashboard zooms in on day-to-day productivity. It tracks calls, emails, meetings, and follow-ups, making it especially valuable for high-volume inside sales teams. For example, a rep may see that they’ve made 30 calls today but only booked two meetings, prompting them to adjust their outreach strategy. Managers can also use it to ensure consistent activity across the team, reinforcing best practices and accountability.
CRM sales dashboard examples
A CRM sales dashboard integrates performance data directly into a CRM system like Lark, Salesforce, or HubSpot, ensuring teams always work with the most up-to-date information. These dashboards often pull live data on leads, opportunities, and revenue, eliminating the need for manual spreadsheet updates. For instance, Lark Base allows managers to view real-time updates on deal progress while chatting with reps in the same platform. This integration ensures alignment across sales, marketing, and customer success.
Top 9 sales performance dashboard templates in 2025
Choosing the right sales dashboard template can save hours of setup time while ensuring your team tracks the right KPIs. These templates serve as practical sales dashboard examples, giving sales managers and reps ready-made structures to monitor pipelines, performance, and activities. Below are nine of the best sales dashboards in 2025 that teams can use to elevate their sales reporting and decision-making.
1. Sales pipeline dashboard template for Lark Base
The sales pipeline dashboard in Lark Base provides a live, structured view of every deal stage — from lead generation to closed won. Teams can customize columns for prospecting, negotiation, or contract approval while choosing how to display them (grid, kanban, or calendar). Managers can instantly spot where deals are stalling, such as too many opportunities stuck in “proposal sent.” Because it syncs automatically across users, this dashboard gives leaders a reliable sales performance metrics dashboard that doubles as a forecasting tool, helping predict monthly or quarterly revenue with precision.
Why you’ll love it:
Consolidates lead, contact, and deal data in one place
Tracks pipeline health using status, stage, and likelihood fields
Includes visual charts for reporting key metrics at a glance
Tailored for:
Sales managers, who need to review team-wide pipelines and forecast revenue rapidly
Account executives, to monitor individual deal progress and adjust strategies early
Executives, who require a high-level view of pipeline health for strategic planning
2. Lead conversion tracking template for Lark Base
👉Try lead conversion dashboard
Designed to sharpen focus on lead quality, this Lark Base template maps every stage of the funnel with conversion percentages. Reps and managers can analyze which campaigns generate the most qualified leads, and whether those are turning into opportunities or slipping away. For instance, if webinar leads convert at 25% but paid ads only at 5%, resources can be reallocated quickly. The template becomes more than just a sales metrics dashboard — it’s a data-backed decision guide. Lark’s automation triggers also ensure follow-ups are scheduled when leads hit certain thresholds, reducing manual oversight.
Why you’ll love it:
Maps conversion rates by funnel stage for clarity
Enables quick comparison of lead sources (e.g., webinars vs. ads)
Automates follow-up steps based on conversion thresholds
Tailored for:
Sales managers, to allocate campaign budget effectively
Marketers and SDRs, to optimize campaigns based on performance
Executives, to monitor lead quality trends and ROI
3. Customer review analysis for Lark Base
👉Try customer review dashboard
This unique Lark Base template ties customer sentiment directly into sales reporting. Using AI, it categorizes feedback into positive, neutral, or negative themes, making it easy to see how customer experiences align with revenue outcomes. For example, if repeat buyers consistently mention fast delivery, sales teams can spotlight this benefit when pitching. By linking reviews to accounts, managers gain a CRM sales dashboard example that combines customer voice with performance metrics. This ensures that sales strategies are grounded in what customers actually value.
Why you’ll love it:
Couples customer sentiment with sales data in one dashboard
Uses conditional coloring for visual clarity
Automates analysis that traditionally requires manual work
Tailored for:
Customer success teams, to quickly identify satisfaction trends
Product and marketing teams, to drive development or messaging decisions
Sales leads, to align sales strategy with customer insight
4. Executive sales scorecard for Lark Base
👉Try executive sales scorecard
The executive sales scorecard is tailored for leadership-level decision-making. Built in Lark Base, it aggregates KPIs like quota attainment, deal velocity, and regional performance into one concise view. Executives can filter by region, team, or product line to identify growth opportunities. Unlike a static spreadsheet, this sales manager dashboard updates in real time as reps log their activities. By pairing sales data with built-in charts and dashboards, leaders get a sales analytics dashboard that turns insights into strategy instantly.
Why you’ll love it:
Offers a high-level overview aligned with leadership priorities
Updates dynamically with Lark activity — no manual reports
Provides quick insight into performance gaps and areas of strength
Tailored for:
Executives, to review performance at scale and allocate resources
Sales managers, to identify top-performing teams and reps
Strategic planners, to pivot based on timely insights
5. Sales activity tracker template for Microsoft Excel
Image source: create.microsoft.com
👉Try sales activity tracker dashboard
This classic sales activity dashboard built in Excel is ideal for teams that want a lightweight, offline solution. It captures metrics such as daily calls, meetings, and follow-ups, then visualizes them in bar or pie charts. A sales rep can use it as a personal sales representative dashboard to benchmark activity against quotas. For small teams, it’s also a practical sales metrics template since Excel is widely available. However, updates are manual, so accuracy depends on consistent data entry.
Why you’ll love it:
Easy to set up using Excel’s native tools
Ideal for quick activity tracking without new tools
Widely shareable across teams without setup
Tailored for:
Individual reps, tracking personal daily productivity
Small teams, who want lightweight activity visibility
Managers, to spot reps needing outreach support
6. Sales target tracking dashboard in Microsoft Excel
Image source: template.net
👉Try sales target tracking dashboard
For organizations that prioritize quota attainment, this Excel-based template in Template offers a straightforward way to measure both individual and team progress. Each salesperson dashboard includes columns for targets, achievements, and progress bars showing percent-to-goal. For example, if a rep has a quarterly target of $50,000 and has already closed $32,500, the dashboard will instantly display that they are at 65% of goal. Managers can also roll up these numbers into a consolidated sales report dashboard to assess team performance at a glance. While not as automated as cloud-based solutions, it remains an accessible and practical sample sales dashboard for small to mid-size teams.
Why you’ll love it:
Simple, intuitive view of quota progress
Immediate visual feedback for reps
Useful for one-on-one coaching or performance reviews
Tailored for:
Sales reps, to self-monitor and adjust effort
Team managers, to identify and reward top performers
Leadership, to review aggregate quota attainment
7. Revenue performance dashboard template for Google Sheets
Image source: geckoboard.com
👉Try sales target tracking dashboard
This Google Sheets template by Geckoboard is built for collaboration, making it one of the most practical sales dashboard examples for distributed teams. It tracks revenue by product, territory, and customer segment, with charts that update as data changes. A sales leader can share the link with the entire team, ensuring everyone sees the same version of truth. Paired with Google Apps Scripts, it can even automate some updates. It works as both a sales analytics dashboard and a sales performance metrics dashboard, giving smaller teams BI-like visibility without expensive software.
Why you’ll love it:
Accessible and collaborative for distributed teams
Combines analytics with familiar spreadsheet tools
Eliminates version confusion for sales performance metrics dashboard
Tailored for:
Sales leaders, who need a live, shareable revenue view
Distributed teams, real-time sync across locations
Budget-conscious teams, BI-like dashboards with no cost
8. Modern sales dashboard for Klipfolio
Image source:klipfolio.com
Klipfolio provides interactive, visually rich sales dashboards that integrate directly with CRMs, marketing platforms, and accounting tools. Its sales dashboard examples include charts for pipeline value, win rates, and forecast accuracy. For instance, a sales manager could see Salesforce pipeline data side by side with revenue actuals from QuickBooks. Because it’s cloud-based, it also functions as a sales manager dashboard, enabling leaders to drill down into individual sales rep dashboard examples when needed. Its strength lies in flexibility and modern design, appealing to teams that need real-time executive-level reporting.
Why you’ll love it:
Visually compelling dashboards with customization
Multi-source integration for consolidated insights
Drill-down capability from org-level to rep-level data
Tailored for:
Managers, needing granular insight across platforms
Analysts, exploring deeper performance trends
Executives, who want modern dashboard visuals
9. Sales performance dashboard for Bold BI
Image source: boldbi.com
👉Try sales performance dashboard
Bold BI offers a comprehensive sales performance metrics dashboard that connects to multiple data sources, from CRMs to ERP systems. It includes customizable charts for revenue by region, product, and salesperson, as well as comparisons against quotas. A manager might use it to spot underperforming territories and redirect resources quickly. Unlike basic templates, Bold BI enables drill-down analysis, making it suitable for enterprises managing complex pipelines. This sales analytics dashboard is ideal for organizations seeking depth and scalability in their reporting.
Why you’ll love it:
Enterprise-grade analytics with flexible visuals
Real-time integration for accurate performance tracking
In-depth insights across complex pipelines
Tailored for:
Large organizations, managing cross-functional pipelines
Business analysts, needing deep insight layers
Leaders, aiming for data-driven strategy
Why Lark stands out for sales performance tracking
In today’s fast-paced sales environment, only an all‑in‑one solution can keep up — and that’s where Lark shines. Powered by Lark Base, Lark combines sales dashboards, automation, collaboration, and intelligence in one unified platform, empowering teams to manage pipelines, track activity, and forecast with confidence. Here’s how it stands apart:
1. Unified sales manager dashboard + collaboration tools
Custom dashboards with live data: Lark Base allows sales managers to build interactive dashboards using various chart types—line, column, pie, and more—to analyze performance across pipelines, rep activities, or deal stages. Widgets are customizable and update in real time as data changes.
Seamless collaboration: Since these dashboards live within Lark, managers and reps can chat, share documents, or schedule meetings—all from within the same interface. This bridges the gap between insights and action.
2. AI-powered sales insights and forecasting
Automated workflows: You can configure conditional workflows that trigger actions based on specific criteria—for example, moving a deal to the next stage when it reaches a certain value, or sending follow-up reminders automatically.
Forecasting: Lark Base supports real-time analytics, helping sales teams identify pipeline bottlenecks early and forecast revenue more effectively.
3. Built-in sales activity dashboard for daily tracking
Instant activity visibility: Sales reps can log calls, meetings, and emails directly in Lark Base—these activities immediately reflect on dashboards for managers to monitor rep output and engagement.
Accurate and contextual data: Because everything is captured in one system, there's no risk of outdated or siloed activity reports. Every action is tied to the relevant deal or reps, improving accountability.
4. Affordable plans with robust reporting capabilities
Powerful free tier: Lark offers a free forever plan that includes 11 apps (including Base), 100 GB storage, and up to 1,000 automation runs—perfect for small teams and startups.
Advanced features at pro pricing: At just $12 per user/month, teams gain access to expanded automation runs, AI tools, and advanced dashboards—making Lark a cost-effective option compared to fragmented SaaS subscriptions.
Tips for designing an effective sales analytics dashboard
A well-structured sales analytics dashboard ensures that data isn’t just collected but is also actionable. By focusing on usability and clarity, teams can transform raw numbers into insights that drive performance and revenue growth. Here are seven best practices to keep in mind:
1. Keep it simple: highlight the most important KPIs
Dashboards should focus on 5–7 key metrics such as revenue growth, conversion rate, and pipeline velocity. Too many metrics clutter the view and make it harder to spot trends. Prioritizing essentials ensures the sales performance metrics dashboard remains actionable.
2. Use visuals (charts, graphs) for quick insights
Visuals like bar charts, heat maps, and funnels help users identify patterns at a glance. For instance, a funnel chart clearly shows where leads drop off in the pipeline. A visually rich sales dashboard improves decision-making speed.
3. Make it interactive with filters and drill-down views
Interactivity lets users dig deeper into data without switching tools. Sales managers might filter by region, product, or rep to uncover specific performance drivers. This ensures the sales manager dashboard adapts to both strategic and tactical needs.
4. Ensure mobile accessibility for sales reps on the go
With sales reps constantly in the field, a mobile-friendly dashboard is a must. Mobile access allows them to check KPIs, update deal statuses, or track progress in real time. A responsive sales rep dashboard keeps the team aligned, regardless of location.
5. Automate data updates for accuracy
Manual reporting often leads to errors and delays. Linking dashboards directly to CRMs or sales systems ensures data refreshes automatically. This transforms a sales report dashboard into a reliable, real-time decision-making tool.
6. Customize dashboards for different roles
A manager needs a broad overview, while a salesperson needs granular activity tracking. Creating role-specific dashboards—such as sales representative dashboards or executive scorecards—ensures every user gets the most relevant insights without noise.
7. Incorporate forecasting and trend analysis
Dashboards shouldn’t only show what’s happening now; they should also predict what’s coming. By embedding forecasting charts, leaders can anticipate revenue dips or spikes. This makes the best sales dashboards forward-looking, not just reactive.
Conclusion
The right sales performance metrics dashboard is more than a reporting tool — it’s the engine that drives smarter decisions, faster execution, and consistent growth. By tracking revenue, pipeline health, and rep activity in one place, managers and salespeople gain clarity on both short-term performance and long-term strategy. Traditional spreadsheets or siloed systems can’t keep pace with today’s data-driven sales environments, where agility and collaboration are key.
This is where Lark sets itself apart. By combining customizable dashboards in Lark Base with chat, meetings, Docs, and AI-powered insights, Lark ensures sales data doesn’t just sit in reports — it fuels real-time teamwork and action. From daily activity tracking to executive forecasting, Lark brings real-time sales tracking and collaboration into a single platform. For businesses of any size, it’s the most efficient way to simplify reporting, improve visibility, and keep teams aligned on their goals.
FAQs
What’s the difference between a sales pipeline dashboard and a sales activity dashboard?
A sales pipeline dashboard focuses on deal progress, showing where opportunities sit in the funnel and helping managers forecast revenue. In contrast, a sales activity dashboard highlights daily actions like calls, emails, and meetings, ensuring reps stay consistent with outreach. With Lark, you get both in one platform — pipeline visibility in Lark Base and real-time activity tracking built into your dashboards. Try Lark’s sales performance dashboard to streamline both views.
What are the must-have KPIs for a sales metrics dashboard?
The most important KPIs include revenue growth, conversion rates, pipeline velocity, sales cycle length, customer acquisition cost (CAC), and rep activity. These metrics ensure you capture both outcomes and efforts. Lark Base makes tracking these KPIs seamless, offering customizable sales metrics dashboards that update automatically in real time. Explore how Lark simplifies KPI tracking by starting free today.
Can I create a sales dashboard template in Excel or Google Sheets?
Yes, you can build sales dashboard templates in Excel or Google Sheets, especially for small teams or early-stage businesses. These tools allow basic tracking of quotas, activities, and revenue. However, they require manual updates and lack automation. Lark provides ready-to-use templates in Lark Base that eliminate manual work and keep dashboards synced instantly. Save time and boost accuracy with Lark’s sales dashboard templates.
What are some of the best sales dashboards for small businesses?
Small businesses often need dashboards that are affordable, easy to set up, and scalable. Excel or Google Sheets work as simple starters, while tools like HubSpot or Zoho offer entry-level dashboards. But with Lark, small teams get an all-in-one sales dashboard plus chat, meetings, Docs, and automation — all included in its free plan. Try Lark’s free sales dashboards designed for growing businesses.
How does a sales representative dashboard improve productivity?
A sales representative dashboard helps reps stay organized by showing their quotas, deal progress, and daily activities in one place. This keeps them focused on high-priority tasks and ensures accountability. With Lark, reps can log activities, update opportunities, and collaborate with managers in real time. Boost your team’s productivity by setting up rep dashboards in Lark Base today.
Can a sales report dashboard integrate with CRM tools?
Yes, most sales report dashboards integrate with CRM systems to pull data automatically. This ensures accurate, up-to-date reporting without manual entry. Lark stands out by combining dashboards and CRM-like features natively in Lark Base, so sales data, activity tracking, and team collaboration happen in the same workspace. Experience seamless CRM and reporting with Lark’s built-in dashboards.
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