Without decent sales dashboards, businesses often find themselves flying blind. We miss the patterns, waste resources, and struggle to predict what’s around the corner, leaving opportunities on the table. A well-put-together dashboard gives you a clear picture of what’s hitting the mark and what needs attention. This is why sales dashboard examples are helpful as a starting point.
But every company has its own sales rhythm, KPIs, and goals. So your dashboard needs to reflect that.
At Nexalab, we take these examples a step further. Using our Octobits platform, we help businesses customise dashboards to their specific needs. The goal is to integrate data from CRM, PSA, and other tools into one single customised dashboard.
In this article, we unpack several practical sales dashboard examples. The goal is to spark ideas and guide you toward a solution that’s uniquely yours.
Sales Pipeline Dashboards
A well-built sales pipeline dashboard should let you size up opportunity flow in seconds. In the sales pipeline dashboard example, we can see the three colour-coded columns track Open, Won, and Lost opportunities side-by-side. So you instantly see where deals are stacking up and where revenue is leaking.
The dashboard also drills into “Top 3 Categories” and “Amount per Source”. Those blocks answer two crucial questions: what you’re selling most, and where the pipeline is coming from. If, say, a website leads dwarf trade-show leads for Open deals, you know exactly where to double down. Here are some tips for building a stronger pipeline view
- Keep Structure Consistent: Mirrored layouts for Open, Won, and Lost help the eye compare quickly.
- Surface Leading Indicators: Overlay a line chart on deal value so users sense momentum, not just totals.
- Segment Smartly: Break out categories and lead sources—the fastest way to uncover actionable insights.
- Add Context Filters: A date-range slicer (top left) lets leaders pivot from YTD to quarter-to-date without rebuilding the report.
- Marry Visuals and Numbers: Pair bold currency figures with muted charts so the hierarchy of information is crystal-clear.
Sales Funnel Dashboards
The layout below is a textbook example of a sales data analysis dashboard done right. Front-and-centre, a shaded funnel walks you from 4,459 raw leads to 920 wins, with conversion percentages printed on each band. That alone clarifies where your sales funnel leaks. On the right, a dual-axis line chart overlays opportunity value against revenue won, answering the classic “Are leads turning into money?” question over time. Build-like-this tips:
- Keep colour coding consistent across charts.
- Label both counts and percentages on funnel bands.
- Pair static funnels with time-series trends for context.
- Add a date-range filter so users can self-serve insights without editing the report.
Sales KPI Dashboard
This sales performance dashboard squeezes a dozen KPIs into one tidy canvas. This dashboard helps leaders scan cost-per-order, lead response time, quote-to-close ratio, and more in under a minute. Spark-line trend charts track direction, while radial gauges flag progress against targets; green for good, amber for watch, red for act. Our design take-aways:
- Group related KPIs (cost, activity, outcome) in clusters
- Pair absolute numbers with colour-coded status to cue urgency
- Limit each chart to one message to avoid clutter
- Keep axis scales consistent so comparisons stay honest.
Sales Reporting Dashboard
The example shows why a purpose-built sales reporting dashboard offers more than raw numbers. Up top, a stacked forecast bar converts pipeline value into projected revenue, colour-coding each stage. So leaders grasp risk and upside in seconds. Below, a horizontal stage report pairs deal counts with conversion percentages, revealing exactly where momentum stalls. At the same time, a cumulative line chart compares deals closed against the goal. Our build-better tips:
- Stack forecasts by stage to show weighted value at a glance
- Combine absolute counts with conversion rates for context
- Pair period-to-date results with targets to highlight gaps early
- Maintain consistent colours across widgets so reps immediately link stages to outcomes.
Sales reporting dashboard example (source: HubSpot)
Sales Analytics Dashboard
This dashboard for sales analytics blends high-level metrics with deep-dive visuals to answer what happened and the reasons behind it. Up top, KPI tiles show total sales, orders, and product count, while a forecasted sales-trend line (purple plus confidence bands) projects future revenue. This is ideal for spotting seasonality and testing assumptions. Side-by-side bar charts rank top countries, companies, and products, helping leaders chase the richest segments. Two donut views slice orders by shipping mode and channel, revealing operational or channel bias. From our perspective, here our tips:
- Include a year filter for ad-hoc comparisons
- Display upper/lower bounds on forecasts for risk visibility
- Keep bar charts sorted to surface winners instantly
- Provide interactive drill-downs so users can shift from global to granular without leaving the dashboard.
Sales Rep and Team Performance Dashboard
This slick sales team dashboard proves that good design can motivate as well as measure. A hero gauge tracks deals-won value against target, keeping the month’s North-Star metric front and centre. Beside it, a photo-based sales leaderboard crowns the top three reps with revenue labels. Supporting tile surface inbound vs outbound mix, upgrade revenue, and new-customer count. So the managers can spot behaviour, not just results. Pro-tips:
- Couple outcome metrics with activity (demos) for coaching clarity
- Colour-code gauges for quick ‘on track’ signals
- Keep ancillary KPIs (e.g., revenue mix) small but visible to give reps levers to pull, not just numbers to chase.
Sales Activity Dashboard
This sales activity dashboard nails daily execution tracking. A tile grid up top highlights leading indicators: lead response time (74 hours), sales-cycle length (262 days), total vs completed activities, and emails sent/received. So, managers spot lags before they poison the pipeline.
Below, a funnel displays activity drop-off by stage, while a pie chart slices completed tasks by type, clarifying where reps spend time. Bar charts surface the top sellers and most profitable deals. This gives quick recognition and coaching cues. Then, a six-month trend pairs deal value with a forecast band to show whether effort is translating into dollars. You can optimise your sales activity dashboard with:
- Surface activity counts alongside outcome metrics
- Colour-code tiles for quick scanning
- Include both totals and per-rep breakdowns
- Refresh data frequently so the dashboard remains a real-time.
Sales Forecasting Dashboard
The dashboard below shows a clean way to blend present facts with future expectations. Four scorecards set the scene: year-to-date target, win, open pipeline, and a probability-weighted forecast that’s $96K above goal. A period filter keeps forecasts contextual (fiscal year in this case). The centrepiece combo chart stacks monthly won (blue) and open (yellow) bars against a target line, so you see whether momentum is building and whether open deals can still bridge shortfalls. Our build-better tips:
- Surface forecast deltas (+/-) beside the headline to clarify risk
- Plot target as a line so users see the runway left
- Split open vs won bars for transparency
- Add scenario filters (best, commit, worst) for board-ready conversations
- Sync directly with the CRM so forecasts refresh whenever reps update deal stages.
Sales CRM Dashboard
This is the sales data dashboard living inside the CRM. Smart drop-downs (Owner, Stage, Pipeline, Type) turn it into a self-serve filter, so managers can slice the view in seconds. KPI tiles across the top flag pipeline value, projected revenue, win and close rates, and even average deal age. This makes an instant context before anyone digs deeper. A dual-axis chart pairs closed values with deals won, tracking pace in real time, while stacked bars rank pipeline by agent and by deal type. This exposes coaching gaps and product skew. Our build-it tips here:
- Keep filter menus visible for quick what-ifs
- Surface both velocity (days to close) and health (average open age)
- Reuse stage colours across charts to aid scanning
- Show leading plus lagging metrics together.
Sales Leaderboard Dashboard
This Klipfolio shows how a sales leaderboard can motivate on several fronts at once. Three side-by-side tiles rank reps by monthly recurring revenue, tasks completed, and chat volume. This makes everyone see exactly which behaviour drives results. Progress bars make gaps obvious, while giving top performers a public pat on the back. Because metrics refresh continuously, standings feel like a live game rather than a static report. Our design pointers here:
- Surface multiple KPIs to reward diverse strengths
- Pair names with photos for recognition
- Use colour-coded bars instead of raw numbers only
- Rotate focus metrics (e.g., demos one week, upsells the next) to keep the contest fresh and inclusive.
Revenue Dashboard
The sample view nails the essentials of a growth dashboard in a single sweep. A half-gauge on the left gives an at-a-glance read on total revenue ($228.9 M) versus the annual goal, instantly flagging runway remaining. Beside it, a dual-tone column chart compares actual versus budget by entity. So, finance can pounce on under- or over-performance early. A pie slice then shows each entity’s share of the pie, translating numbers into strategic weightings. The lower row flips perspective: a horizontal bar ranks the top ten customers, while a tidy column sets up product revenue, exposing concentration risk. Our design tips:
- Keep a consistent green palette to reinforce “money” cues
- Pair variance (actual vs budget) with mix (pie) for context
- Rotate long product labels to save space
- Surface both totals and contributor views so execs can leap from helicopter to ground-level detail without leaving the sales performance dashboard.
Your Next Steps
From pipelines to revenue, the right sales data visualisation unlocks clarity and drives results. But generic templates only go so far. And tailored dashboards aligned with your goals make the real difference.
At Nexalab and Octobits, we know a dashboard is only as effective as its design and use. With Octobits, we integrate your CRM, finance, and ops data to craft sales performance dashboards that deliver. No fluff, just actionable insights. Ready to see how? Book a free discussion session with us here.
