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Sales dashboards

Sales dashboard examples

Three sales dashboards, each shown as it actually renders on a sample dataset rather than as a mock-up.
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The examples

Each dashboard, and the question it answers

Each of these is a Mammoth template, captured as it renders on the sample dataset it ships with, so every figure on them is illustrative rather than a result. They are built around the meetings they serve: the pipeline review and the forecast call are not the same dashboard with a filter on it.

  1. Example 01

    Sales Pipeline

    Is the pipeline worth what the raw number says?

    Open pipeline by stage, with the weighted value alongside the raw one. The gap between those two numbers is the whole argument in most pipeline reviews, and showing only the first is how a forecast ends up being defended rather than discussed.

    What is on it· 2 pages · Pipeline / What's stalling

    • Value by stage
    • Each rep's open book
    • Where open deals came from
    • Size against cycle length
    • Pipeline created over time

    Your data needsDashboard

    • a revenue or money column
    • a category (~6 values)
    Sales Pipeline dashboard: Deal Amount, Weighted Amount, Probability and Days To Close tiles, above Value by stage.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

  2. Example 02

    Sales Performance

    What closed, who closed it, and which way is the book trending?

    Closed revenue cut by rep, region and product, with the trend underneath rather than a single period in isolation. Cut three ways because a flat quarter is usually one region carrying and another sliding, and the total hides both.

    What is on it· 2 pages · Performance / Win & loss

    • Closed value over time
    • Won against lost by region
    • Where the value sits
    • Deal size spread by rep
    • Region against product
    • How long each source takes to close

    Your data needsDashboard

    • a revenue or money column
    • a category (~10 values)
    Sales Performance dashboard: Deal Amount, Weighted Amount, Days To Close and Probability tiles, above Closed value over time.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

  3. Example 03

    Sales KPI Scorecard

    Are we closing bigger, or just closing slower?

    Deal size, cycle length and forecast confidence on one screen, with reps set above and below the line and booked value against weighted by source. Three numbers that move independently — rising confidence on a lengthening cycle is a different business from the reverse, and only one of them is good news.

    What is on it

    • Who is above and below the line
    • Distribution of deal size
    • Confidence across the funnel
    • Cycle length by region
    • Booked against weighted, by source

    Your data needsDashboard

    • a revenue or money column
    • a category (~3 values)
    Sales KPI Scorecard dashboard: Probability, Days To Close, Deal Amount and Weighted Amount tiles.
    Sample data — illustrative figures, not business results. Cropped; the dashboard continues below.

Other formats

The same numbers, two other ways

The written review and the QBR deck are the two artifacts a sales org rebuilds every quarter by hand. Both are built here from the same 900 rows as the dashboards above.

  1. Sales Review Report: the opening summary, with Performance by Product Line and Closed value over time in the contents rail.
    Sample data — illustrative figures, not business results.

    Sales Review Report

    Can the book be read rather than presented?

    The book written up: what closed, what is open and how long it is taking.

    Sales · Document

  2. Quarterly Business Review: the deck's title slide, with slide thumbnails in the rail and 900 sample records.
    Sample data — illustrative figures, not business results.

    Quarterly Business Review

    What goes in the QBR deck?

    The quarter's sales story: what closed, who closed it, and what is next.

    Sales · Presentation

Design notes

What makes a sales dashboard worth opening

Four things the examples above have in common. They matter more than which chart you pick.

Built around a meeting

A sales dashboard is used in a room, live. The pipeline review needs coverage and stalled deals; the Monday meeting needs last week against last year. Those are two dashboards, not one with a filter.

Rep-level, not team average

A team at 94% of quota can contain two reps at 140% and four at 60%. Anything measured per rep should be shown per rep, against their own number rather than the team's.

The raw number beside the adjusted one

All three of these put deal value next to weighted value, and probability next to days-to-close. The gap between a raw pipeline figure and its risk-adjusted twin is what a forecast conversation is actually about — showing only one of the pair is how a number gets defended rather than discussed.

Current by the time the meeting starts

A pipeline dashboard built on last Friday's export is a discussion about history — it reports whenever somebody last exported, not where the book stands. On a schedule it reflects the source, which is the difference between reviewing the pipeline and reviewing a snapshot of it.

From example to live dashboard

Pretty is easy. Current and true is the hard part.

Any of these can be drawn in a slide. What makes one worth keeping is the five steps underneath it, and they are the same five whichever example you start from.

  1. 01

    Connect the source

    The dashboard reads the system, not an export somebody saved to their desktop. 100+ tested connectors, plus anything with a REST API.

  2. 02

    Prepare it once

    Cleaning, joining and reshaping are recorded as steps you can read, change and re-run — not a formula buried three sheets deep.

  3. 03

    Check it before anyone sees it

    Data checks run with the refresh and flag the rows that fail, so a broken upstream file shows up as an alert rather than as a wrong number in a meeting.

  4. 04

    Put it on a schedule

    Refresh on a schedule and the dashboard stays current on its own. Starter schedules daily runs; Pro adds hourly refresh and event triggers.

  5. 05

    Publish it and send the link

    Public, password-protected or sign-in only. Every sharing mode is available on every plan, including the free one.

Sharing

Everyone can see it.
Nobody pays to look.

Most dashboard tools charge for every person who opens one, which is why so many dashboards end up as a screenshot pasted into a message. Mammoth charges for the people who build. Viewers are unlimited and free on every plan, including the free one.

  • Free

    $0

    Builders
    1 builder
    Dashboards
    3 published
    Viewers
    Unlimited, free

  • Starter

    $249/mo

    $199/mo billed annually

    Builders
    5 builders
    Dashboards
    10 published
    Viewers
    Unlimited, free

  • Pro

    $699/mo

    $559/mo billed annually

    Builders
    10 builders
    Dashboards
    50 published
    Viewers
    Unlimited, free

  • Enterprise

    From $5,000/mo

    Builders
    Unlimited builders
    Dashboards
    Unlimited published
    Viewers
    Unlimited, free

Published-dashboard counts are per workspace. Drafts, viewers and every sharing mode are unlimited and free on all four plans. Full pricing.

Questions people ask

What belongs on a sales dashboard?
Whatever the meeting it serves needs, and nothing else. Open pipeline and its weighted value for the pipeline review; closed value by rep and region for the Monday meeting; deal size, cycle length and forecast confidence for the quarterly look back. The three above are split that way deliberately.
Can it read straight from our CRM?
Yes. Salesforce and HubSpot are among the 100+ tested connectors, and Pipedrive is reached through its REST API — and a dashboard can join CRM data to finance or product data rather than staying inside one system.
How current can the numbers be?
That depends on the plan rather than the dashboard: Starter schedules daily refreshes, Pro adds hourly refresh and event triggers. A pipeline board is the case for hourly, because a stalled deal you learn about tomorrow is a deal you learn about too late. Closed revenue is fine on an overnight run.
Do the reps need licences to look at it?
No. Dashboard viewers are unlimited and free on every Mammoth plan, including the free one — a single builder can publish to an entire sales organisation at no per-viewer cost.

Build the sales dashboard you actually need.

Connect a source, prepare it once, and publish. Everyone who needs to see it can, at no per-viewer cost.

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  • 21-day Pro trial
  • No credit card
  • Viewers always free

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