Last updated: March 2026
What Is a Sales Dashboard?
A sales dashboard is a visual display of your most important sales metrics — revenue, deal count, win rate, pipeline value, and activity levels — all in one place. Instead of digging through spreadsheets, you see your performance at a glance.
This free dashboard lets you enter sales activities and deal data, then automatically calculates KPIs and displays them in clear charts and metric cards. Track your progress against targets, spot trends, and identify areas for improvement — no expensive BI tools needed.
Key Features
KPI cards. See revenue, deal count, average deal size, and win rate displayed prominently with trend indicators showing whether you're improving or declining.
Activity tracking. Monitor calls made, emails sent, meetings held, and demos given. Activity metrics help you connect effort to outcomes.
Target setting. Set goals for each metric and see your progress as a percentage. Know exactly how close you are to hitting your numbers.
Visual charts. Pipeline breakdown, conversion funnel, and revenue trends displayed in clear, easy-to-read charts that update as you add data.
Frequently Asked Questions
What KPIs does the sales dashboard track?
The dashboard tracks key metrics including total revenue, deal count, average deal size, win rate, pipeline value, activities completed (calls, emails, meetings), and conversion rates by stage.
How do I add data to the dashboard?
Enter your sales activities and deal outcomes manually or import from a CSV. The dashboard calculates and visualizes your KPIs automatically, updating charts and metrics in real time.
Can I customize which metrics are shown?
Yes. Choose which KPIs to display, set targets for each metric, and arrange the dashboard layout to focus on what matters most to you or your team.
Is this suitable for a sales team?
This tool works great for individual reps tracking their own performance. For full team dashboards, you'd typically need a shared database, but individual reps can use this to monitor their personal KPIs.