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There are about a million and one metrics to track in a business. And most of them are tied to a business’s strategic goals.
If you track individual metrics, at some point you’ll get overwhelmed at best and unreliable insights at worst. More so, you’ll lose a lot of time tracking business metrics one at a time.
To avoid the aforementioned challenge, we recommend embracing a sales dashboard Google Sheets.
Why?
A sales dashboard gives you a clear overview of sales activity. Besides, you can easily uncover sales growth opportunities for your business.
Also, you can easily set team goals using real-time insights.
Google Sheets is one of the go-to popular data visualization tools among professionals and business owners worldwide. But the visualization tool lacks ready-made and visually appealing sales dashboards.
There’s a specific add-on you can download and install in your Google Sheets to access a ready-to-use sales dashboard.
In this blog post, you’ll learn the following:
Before jumping right into the how-to guide, we’ll address the following question: what is a sales dashboard in Google Sheets?
A sales dashboard is an easy-to-understand graphical presentation of your critical sales data. It’s intended to help sales managers and company owners (among others) to make better, data-driven business decisions.
Sales dashboard in Google Sheets present your sales data more meaningfully often through graphs, gauges, and other visualizations. Also, it is a quick way to visually display your progress so you can always have your finger on the pulse of your business.
A well-designed sales dashboard will inform your sales team about issues or action items that require immediate attention. A sales dashboard isn’t meant to replace your CRM.
While your CRM tracks accounts, opportunities, and leads, a dashboard provides you with a concise overview of actionable information in an easy-to-consume format. Modern sales dashboards are dynamic, time-based (showing data in adjustable or regular time frames), and often connected in real-time to a database or data source.
Essentially, a sales dashboard involves sales-specific data points and metrics that give you an up-to-the-moment view of your sales operation’s health.
This helps you identify crucial areas for optimization and determine which sales reps are closing deals. Besides, it can boost your sales performance and help you gain better outcomes.
You can visualize essential metrics or create variations and specific dashboards, such as a sales metrics dashboard. You can also include data you want to track and see in your dashboard, such as your total revenue, win ratio, and lost vs. won deals.
Keep reading because we’ve got a ton of sales dashboard examples to get you started. Also, we’ll address the following question in the coming section: what should be on a sales dashboard?
Since a sales dashboard visualizes your sales funnel, it should include graphs and charts that bring your KPIs to life.
Depending on the sales reporting tool you use, you might even include notes next to your KPIs for better context and a text box that details your sales insights and recommendations.
Your dashboard should include the metrics and KPIs that guide your team. The purpose of a sales dashboard is to track your progress. For sales teams, performance–whether through revenue, number of SQLs, or closed deals for sales teams–is a key indicator of success.
Keep your core metrics and KPIs in mind when designing your dashboard.
Check out the sales dashboard Google Sheets examples below.
There’s no one-size-fits-all sales dashboard Google Sheets.
So, you’ve got to set up strategies and plans on how the dashboard will be used and who will use it.
Is the dashboard going to help individual sales reps track their progress towards their monthly quota?
Or will it be used by sales managers to see the top-performing reps for the quarter?
Here are a few things to consider.
There are six types of sales dashboards, as highlighted below:
Individual reps can track their performance with this kind of dashboard. Common metrics for this dashboard-type are open opportunities, deals, calls scheduled, etc.
Sales managers can measure performance by monitoring a variety of metrics. They can get a macro view of the performance, as opposed to sales reps who can only view their individual performance.
If you and your reps can see the statistics on how
much time it takes you to close deals successfully, you’ll be able to forecast revenue and monitor the progress of each deal in comparison to average deal performance.
Sales leaderboards are dashboards that work great if you want to motivate your sales reps. Since leaderboards display everyone’s scores, they encourage healthy competition.
If you sell multiple products, a sales dashboard Google Sheets showing you which products your customers prefer (and in which locations) is a great tool for shaping future strategies and making data-driven decisions.
These are the most straightforward dashboards which display the number of deals you won vs. lost. It can be a great asset if you also monitor and cross-reference with other metrics.
Keep reading because we’ll address the following question in the coming section: what is the purpose of a sales dashboard?
Sales departments have varying techniques and methods for increasing revenue. A sales dashboard in place can help the department streamline all the processes for sales.
Besides, you can instantly view all aspects of the sales process, from lead generation to forecasting.
A dashboard helps sales managers to identify the opportunities to make changes and increase revenue.
A sales dashboard Google Sheets allows you to quickly identify your best customers, where your challenges lie, and what changes might be needed to drive sales.
It can also help with forecasting future revenue.
One of the advantages of a sales department dashboard is getting so much information about sales within a few clicks. You can easily forecast forthcoming opportunities and risks with humongous data readily available.
You can use a sales dashboard Google Sheets to track leads for timely and quick closing.
Thus, you can easily allocate the best-performing team members to hot leads for quick revenue. Not to mention, this data can also help your team to know working and non-working sales methods.
A dashboard provides real-time data (available within 3 seconds) on mobile devices and computers, which streamlines sales and marketing.
With real-time data, you can pull up your sales team’s daily progress at a moment’s notice.
You can leverage a sales dashboard Google Sheets, to set goals and track their overall performance.
Then, you can share the information with the entire team (including executives) to ensure everyone is in tandem with strategic goals and objectives.
Also, you can use it to track your goals’ progress and even have a platform for making them known by all stakeholders. This can eliminate meetings, e-mails, and other time-consuming communication strategies.
Instead, your team can focus on contributing to attaining strategic business goals. Keep reading because we’ll address the following question in the coming section: can you make a dashboard in Google Sheets?
We’re not advising you to do away with Google Sheets you can do with default charts but if you want to go extra miles while presenting your data, you can download and install an add-on called ChartExpo in your Google Sheets.
Why ChartExpo?
ChartExpo is an add-on for Google Sheets that professionals and business owners across the world trust as their premium visualization partner. With ChartExpo, you have maximum freedom to label your sales dashboard Google Sheets to align with your data story.
The easy-to-use data visualization application is loaded with ready-made and visually appealing sales dashboard Google Sheets.
Besides, ChartExpo generates visually attractive and insightful sales dashboard examples for your data stories.
In the coming section, you’ll learn how to get started with ChartExpo.
ChartExpo is made up of different amazing visually stunning charts for your sales dashboard.
In the coming section, we’ll demonstrate how to visualize your sales data using one of the dashboard-friendly charts (Sunburst Chart).
Also, we’ll cover the following: how to create a sales dashboard in Google Sheets.
You don’t want to miss this.
This section will use a Sunburst Chart in ChartExpo to visualize the table below.
| Store | Brands | Models | Sales |
| Store | Acer | Acer. Swift 3x. | 639 |
| Store | Acer | Acer. Spin 5 | 899 |
| Store | Acer | Acer. Concept D7. | 887 |
| Store | Acer | Acer. Swift 3 | 625 |
| Store | Dell | Dell Inspiron 15 3511 | 690 |
| Store | Dell | Dell Vostro 3500 | 560 |
| Store | Dell | Dell Inspiron 14 (5410) | 967 |
| Store | Dell | Dell Alienware x17 R1 | 558 |
| Store | Lenovo | Lenovo Legion Slim 7 | 468 |
| Store | Lenovo | Lenovo V14 G2-ITL | 459 |
| Store | Lenovo | Lenovo IdeaPad Slim 5 | 473 |
| Store | Lenovo | Lenovo ThinkPad E15 | 941 |
| Store | HP | HP Elite Dragonfly G2 | 736 |
| Store | HP | HP Specter x360 | 499 |
| Store | HP | HP Envy 15 | 401 |
| Store | HP | HP Chromebook | 664 |
To Get Started with the Sunburst Chart in Google Sheets, install the ChartExpo add-on for Google Sheets from the link, and then follow the simple and easy steps below.
Yes. A sales dashboard can act as your backdrop during a strategic decision-making process.
You can use a dashboard to visualize data across all departments in a business. And this is because they display critical metrics for reliable and data-backed decisions. Besides, you can easily access real-time insights into your sales data.
Since a sales dashboard visualizes your sales funnel, it should include graphs and charts that bring your KPIs to life.
Depending on the sales reporting tool you use, you can include notes next to your KPIs for better context and a text box that details your sales insights and recommendations.
There are multiple metrics to track in a business. And most of them are tied to a business’s strategic goals.
If you track individual metrics, at some point, you’ll get overwhelmed at best and unreliable insights at worst. Also, you’ll lose a lot of time tracking business metrics one at a time.
To avoid the aforementioned challenge, we recommend you embrace a sales dashboard Google Sheets.
A dashboard gives you a clear overview of sales activity. Besides, you can easily uncover sales growth opportunities for your business. Also, you can easily set team goals using real-time insights.
Google Sheets is one of the go-to popular data visualization tools among professionals and business owners worldwide. But the visualization tool lacks ready-made and visually appealing charts for your sales dashboards.
To access ready-made and visually stunning sales dashboards, we recommend installing third-party apps, such as ChartExpo, into your Google Sheets.
ChartExpo is an add-on you can easily download and install in your Google Sheets app to access a ready-made chart for your dashboard.
Sign up for a 7-day trial to enjoy unlimited access to simple and visually appealing charts for your next sales dashboard.
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