7 best salesforce sales dashboards for 2022

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Salesforce dashboards are excellent tools for making the most of CRM capabilities. The platform allows you to gather all your company's information, structure reports, generate graphics, and create customizable dashboards to display key indicators. From these dashboards, the sales team and its managers can monitor the status and trend of these indicators, as well as the behavior of potential clients and business opportunities. In other words, dashboards allow many statistics to be integrated, providing a view, as compact as it is useful, of the entire company universe. This favors better decision making in different scenarios.

But is there anything special about 2022? Yes, it is, as it is characterized by a high level of uncertainty in global markets and therefore requires a quick assessment of key sales pipeline indicators, the issuance of early alerts on anomalies, as well as an effective and flexible business strategy. Below, we present 7 Salesforce sales dashboards that can greatly help you sustain and grow during this complex journey.

1- Sales Executive Panel
Salesforce - Sales Executive Dashboard
Who it's for: Managers and sales executives.

It shows the sales pipeline, both by stage venezuela whatsapp lead by sales rep. It identifies key competitors and opportunities in detail. By showing you sales by each rep, it allows you to evaluate individual performance and training needs with the greatest potential impact. Complementary information by type suggests how to reorient your sales policy. The monthly forecast allows you to evaluate the degree to which annual objectives are achievable.

2- Panel Pipe Gen
Salesforce - Pipe Gen Dashboard
Who it's for: Sales managers and sales representatives.

This dashboard provides comprehensive sales pipeline information using status and trend metrics, both for overall sales volume and by period and source. The Stage 4 pipeline component, meaning very close to conversion, is particularly important. This is useful for predicting problems related to whether or not sales revenue growth objectives are met in the short term.

This dashboard, based on its weekly flow, allows us to detect underperforming pipelines at the beginning of the sales cycle. Through all of the above, and taking advantage of the structure of the market bands, we can infer the need to introduce new commercial strategies.

3- Panel Forecast
Salesforce - Forecast Dashboard
Who it's for: Sales team, finance team, executive team.

This dashboard provides a clear picture of sales forecasts by generating a range of probabilities based on Einstein Analytics. This allows you to plan the sales cycle and manage medium-term expectations. Monitoring sales forecasts can help you identify gaps or risks in the sales pipeline, as well as make accurate and timely decisions. For example, if the sales forecast is low, you can leverage new sales strategies to achieve the target.

The key metrics for this dashboard are sales quotas and quota attainment rates. It uses a variety of underlying reports to perform multiple forecasts: by employee, by rep, by team, by stage, or by territory. The dashboard is also beneficial for salespeople whose commission is based on revenue performance. One quick look at the forecast and you'll know how your current performance will impact your compensation.

4- Top Performing Customers Panel
Salesforce - Top Performing Customer Dashboard
Who it's for: Sales managers or executives, business owners.

This dashboard helps identify which customers have the highest share of the company's sales structure. It provides a breakdown of the top deals closed, the accounts with the highest impact, and highlights the best customer in the spotlight. This makes it possible to more effectively project special offers and representation expenses towards these customers with the goal of achieving and maintaining their loyalty.

5- Sales Rep's Panel
Salesforce - Sales Rep's Dashboard
Who it's for: Sales representatives.

The dashboard provides real-time visibility into the performance of a sales representative. First, it shows the dynamics of their deal closing process and the status of their opportunity pipeline by category. It shows the structure of their activities by type, their position within the team, their forecast for each status, and their best opportunities by status and volume. All of this allows them to properly organize and prioritize their personal activity.

6- My Team Performance Panel
Salesforce - My Team Performance Dashboard
Who it's for: Sales managers or executives.

It evaluates the team's dynamics and effectiveness in closing deals, which is undoubtedly a high-value metric. It comparatively shows the results of each member, in terms of sales volume and deals closed by different categories. This makes it easier for sales reps to organize their workflow and for managers to monitor it.

7- Competitive Panel
Salesforce - Competitive Dashboard
Who it's for: Sales managers or executives.

If you rely on healthy interpersonal competition as a driver of success, this dashboard may be one of your favorites. The goal is to encourage increased sales flow and higher revenues over a given period. The metrics to be displayed are: sales forecast, deal closing efficiency, open opportunities by revenue level, top 10 deals closed, and sales pipeline by rep and deal stage. All at an individual comparative level!