PipeLeads CRMPL-02.01

Sales dashboard

You see the health of the business in one screen, every morning.

Every number is computed from your own deals and activities, and every tile links to the list behind it.

Find it in PipeLeads CRM

Sidebar
Dashboard
Sales

/dashboard

Why it’s better

No spreadsheet export to know how the month is going. Click any number to see the deals inside it.

You walk into the sales meeting already knowing the answer.

In the product

See it in PipeLeads CRM.

Sales dashboard for the Sales Pipeline over the last 90 days: a Needs your attention strip (15 overdue activities, 2 deals with no next step, 3 rotting deals, 0 closing this week) above KPI tiles with sparklines for open pipeline $538,000, weighted pipeline $323,550, won $61,000, 67% win rate, 38-day sales cycle and $15,250 average deal — Sales dashboardKnow where your pipeline stands and what needs you today.

Inside this feature

8 parts that make it work.

Sales Dashboard › Sales dashboardPL-02.01.1Needs your attentionNothing quietly dies in the pipeline.Sales Dashboard › Sales dashboardPL-02.01.2Headline KPI tilesYou spot a slump the week it starts.Sales Dashboard › Sales dashboardPL-02.01.3Pipeline by stageCoaching goes to the right step of the process.Sales Dashboard › Sales dashboardPL-02.01.4Won and lost over timeYou know if the new pitch is working.Sales Dashboard › Sales dashboardPL-02.01.5Deals to watchThe big ones get your best hours.Sales Dashboard › Sales dashboardPL-02.01.6LeaderboardTop performers get noticed, and others see what good looks like.Sales Dashboard › Sales dashboardPL-02.01.7Activity volumeYou catch a quiet week before it shows up in revenue.Sales Dashboard › Sales dashboardPL-02.01.8Date range and scopeEveryone discusses the same numbers.

PipeLeads CRM

Put Sales dashboard to work.

See every deal. Know the next step. Let the follow-up run itself.

Check out PipeLeads CRM See pricing