1. Define Dashboard Goals

For a Sales dashboard, the goal is to uncover insights that drive revenue and sales efficiency, such as:

• Which products or services generate the most revenue?

• Who are the top-performing sales reps or regions?

• How do sales compare across time periods or campaigns?

• What’s the conversion rate across stages of the sales funnel?

• Where are the opportunities to upsell or cross-sell?

2. Data Wrangling

Sales data from spreadsheets or CRM systems (orders, leads, customer segments) is cleaned and standardized.
We then calculate KPIs such as sales growth rate, average deal size, and pipeline velocity, and build visuals that show trends, team performance, and revenue breakdowns — helping businesses optimize strategy and forecasting.

3. Communicate Insights

The completed sales dashboard is shared with sales managers and teams via interactive visualizations.
Performance highlights, conversion trends, and product sales summaries are explained in simple terms so that every stakeholder — from reps to executives — can understand what’s driving success.

4. Enable Action & Ongoing Improvement

The insights guide sales strategy, help prioritize high-performing channels, and identify underperforming regions or reps.
Ongoing reporting cycles allow sales leaders to track progress against goals and adjust campaigns or targets in real time.