5 Important salesforce erp Information You Should Have on Your Dashboard

In today’s competitive business environment, having the right information at your fingertips can make a significant difference in your sales performance. A well-designed sales dashboard is a powerful tool that provides crucial insights, enabling you to make informed decisions, track progress, and identify opportunities for growth. In this article, we will explore five essential pieces of sales information that should be featured on your sales dashboard.

1.Sales Performance Metrics

Understanding your overall sales performance is fundamental for any sales team. Your dashboard should include metrics that reflect how well your team is meeting its sales goals. Here are some key performance indicators (KPIs) to consider:

  • Total Sales Revenue: This metric shows the total amount of money your company has earned from sales over a specific period. It provides a broad view of your financial success and helps track progress against revenue targets.

  • Sales Growth: Measuring sales growth helps you understand whether your sales are increasing or decreasing over time. Comparing current performance with previous periods (monthly, quarterly, yearly) can highlight trends and inform future strategies.

  • Sales Targets vs. Actuals: Comparing your actual sales figures with your targets or quotas helps you assess performance. This can motivate your team to meet or exceed their goals and identify areas needing improvement.

  • Average Deal Size: This metric indicates the average value of each sale. It’s useful for understanding the profitability of your deals and adjusting your sales strategy to target higher-value opportunities.

  • Win Rate: The win rate is the percentage of closed deals compared to the total number of opportunities. A high win rate indicates effective sales strategies, while a low rate suggests areas for improvement.

2.Sales Pipeline Overview

A clear view of your sales pipeline is essential for managing and forecasting future sales. Your dashboard should include:

  • Pipeline Stages: Break down your sales pipeline into different stages, such as lead generation, qualification, proposal, negotiation, and closing. This helps you understand where your deals are in the process and identify bottlenecks.

  • Deal Count and Value by Stage: Display the number of deals and their total value at each stage of the pipeline. This helps in assessing the health of your pipeline and ensuring that it is balanced across all stages.

  • Forecasted Revenue: Estimate the potential revenue from deals currently in the pipeline. This forecast can be based on the likelihood of closing each deal and helps in financial planning and resource allocation.

  • Pipeline Velocity: Measure the average time it takes for deals to move through the pipeline. Faster pipeline velocity can indicate a more efficient sales process, while slower velocity may highlight areas needing improvement.

3.Customer Insights

Understanding your customers is crucial for effective selling. Your dashboard should provide insights into customer behavior and preferences, such as:

  • Customer Segmentation: Break down your customers into segments based on criteria like industry, size, location, or purchase history. This allows you to tailor your sales approaches and offers to different customer groups.

  • Customer Lifetime Value (CLV): CLV is a prediction of the total value a customer will bring to your business over their lifetime. This helps prioritize high-value customers and develop strategies to increase customer retention and value.

  • Customer Acquisition Cost (CAC): Calculate the cost of acquiring a new customer. This includes marketing, sales efforts, and any other related expenses. Understanding CAC helps you evaluate the efficiency of your sales and marketing strategies.

  • Customer Satisfaction and Feedback: Display metrics related to customer satisfaction, such as Net Promoter Score (NPS) or customer reviews. Positive feedback indicates strong customer relationships, while negative feedback highlights areas for improvement.

4.Sales Activities and Productivity

Tracking the activities and productivity of your sales team helps in optimizing their performance. Important metrics include:

  • Number of Sales Calls/Meetings: Monitor the number of calls or meetings your sales team conducts. This gives insight into their activity levels and helps ensure they are consistently engaging with prospects.

  • Email and Communication Metrics: Track the number of emails sent, response rates, and the effectiveness of different communication channels. This helps refine your outreach strategies.

  • Lead Follow-Up Time: Measure the average time it takes for your team to follow up with leads. Faster follow-up times can increase the likelihood of closing deals.

  • Conversion Rates: Track the conversion rates at different stages of the sales funnel, such as from lead to opportunity or opportunity to closed deal. This helps identify stages where leads are dropping off and where improvements can be made.

  • Sales Team Performance: Compare the performance of individual sales team members. Highlight top performers and provide additional support or training to those who are struggling.

5.Market Trends and Competitive Analysis

Staying informed about market trends and understanding your competition can provide a strategic advantage. Your dashboard should include:

  • Market Share: Estimate your company’s share of the market relative to competitors. This helps gauge your competitive position and identify areas for growth.

  • Competitor Analysis: Display information about your main competitors, including their strengths, weaknesses, pricing, and recent activities. Understanding the competition helps you adjust your sales strategies accordingly.

  • Industry Trends: Highlight current trends in your industry, such as changes in customer preferences, emerging technologies, or economic factors. Staying ahead of trends enables you to adapt your sales strategies and capitalize on new opportunities.

  • Sales Opportunities by Region/Segment: Identify new sales opportunities based on regional or segment-specific data. This helps in targeting untapped markets and expanding your customer base.


A well-designed sales dashboard provides a comprehensive view of your sales performance and enables you to make data-driven decisions. By including sales performance metrics, pipeline overview, customer insights, sales activities, and market trends, you can better understand your sales landscape and drive growth. Regularly reviewing and updating your dashboard ensures that you have the most relevant information at hand, allowing you to respond quickly to changes and seize new opportunities.

Incorporating these five key pieces of sales information into your dashboard not only improves visibility into your sales operations but also empowers your team to achieve their goals more effectively. Whether you are a sales manager, a business owner, or a sales representative, having access to these insights can significantly enhance your ability to drive success in your sales efforts.

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