Revenue, deal count, pipeline by stage and target attainment are all in your CRM or
spreadsheet already. The problem is getting to them quickly, in one place, without
exporting a file and building a summary chart by hand each week. A sales dashboard I
build reads from your existing data source and shows those numbers on a private screen
that updates every night.
A sales KPI dashboard solves the problem of data that exists but is not readable at
a glance. Your CRM has every deal, every rep and every stage in it. A spreadsheet has
the monthly figures. Neither is designed for a two-minute check-in at the start of the
day. I build a screen that is.
New service line
Sales dashboards are a new service line. I have not built one for a paying client yet.
To let you judge the quality before committing, I offer a free sample build using
your own CRM export or sheet data. You see a working screen with your actual numbers
before any money changes hands.
What the sales dashboard screen shows
The top row holds the numbers a sales manager checks first: total revenue for the
current period, deal count, average deal size and target attainment as a percentage.
Each figure sits next to a comparison with the previous period so the direction is
clear in two seconds. Below the summary cards, a pipeline view shows deal count and
value by stage, and a per-rep breakdown shows how each person is tracking against
their individual target.
The sales performance dashboard also has a trends section showing revenue and deal
count over the past 30, 60 or 90 days. A single bad week is easy to spot when you
can see it next to the preceding weeks. That context is not available in a CRM
summary screen or a manual monthly report.
No new CRM required
The dashboard reads from your existing data source. If your team exports deals from
a CRM each morning as a CSV, the dashboard reads that file on a schedule. If your
sales data is in a Google Sheet, the dashboard reads it via the Sheets API. You do
not move to a new tool or change how you record deals. The dashboard is a view
layer on top of whatever you already use.
What the client provides
1.A sample CRM export or a Google Sheet showing deal data, rep names and stages.
2.Revenue targets per rep or per period so the dashboard can show attainment.
3.Who needs a login and whether each person sees the full team or only their own numbers.
A sample CSV or sheet is enough. I will build a working sales dashboard screen from
your actual data so you can see the result before committing to the full project.
FAQ
Sales dashboard questions.
The sales dashboard connects to your CRM export or Google Sheet and displays revenue, deal count, pipeline stage and target attainment per rep or per period. The exact figures depend on what your CRM or sheet tracks. If your data includes a date column, a rep name, a deal value and a status, the dashboard has enough to show the numbers that matter to a sales manager on a Monday morning.
No. The dashboard reads from your existing data source: a CSV export from whatever CRM you use, or a Google Sheet your team already maintains. You do not change your workflow or move data to a new platform. The dashboard is a separate view on top of the data you already have.
Yes. If the export or sheet has a rep name or ID column, the dashboard can show per-rep metrics alongside totals. Each rep can also have their own login that shows only their own numbers, while a manager login shows the full team view. Access is configured during the build and can be updated any time.
The default is a nightly import, so the numbers in the dashboard reflect the previous day's data. For CRM exports this usually means setting up a folder that reads a new export file each morning. For Google Sheets the API reads the latest sheet data on a schedule. If you need more frequent updates, say so in the brief and I will confirm whether the source supports it.
Yes. For this service I offer a free sample build using your own export or sheet data. You send me a sample file or share your sheet, tell me which columns matter, and I build a working screen from it. You see exactly what the finished dashboard would look like with your actual numbers before deciding whether to proceed.
A pipeline view groups deals by stage: prospecting, proposal, negotiation, closed-won, closed-lost. Each stage shows the deal count and the total value sitting in it. A conversion rate between each stage tells you where deals are dropping off. If your CRM export or sheet uses different stage names, the dashboard maps to whatever labels are in your data.
Sales Dashboard
Revenue, deals, targets. One screen, every morning.
Built from your CRM export or sheet. Free sample build from your own data.