Sales dashboards
Sales dashboard examples
In short
What a sales dashboard is
A sales dashboard is a single screen showing the state of the pipeline and what is likely to close. The useful ones answer whether the book is getting healthier rather than merely bigger, which takes deal size, cycle length and win rate. A pipeline total on its own cannot say it. Each of the three below states the question it answers and the columns your data needs before it will bind.
| Dashboard | The question it answers | The numbers on it |
|---|---|---|
| Sales Pipeline | Is the pipeline worth what the raw number says? | Deal Amount, Weighted Amount, Probability, Days To Close |
| Sales Performance | What closed, who closed it, and which way is the book trending? | Deal Amount, Weighted Amount, Days To Close, Probability |
| Sales KPI Scorecard | Are we closing bigger, or just closing slower? | Probability, Days To Close, Deal Amount, Weighted Amount |
Every one is a Mammoth template, shown below on the sample dataset it ships with.
The examples
Three sales dashboard examples
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.
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)
Sample data — illustrative figures, not business results. 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)
Sample data — illustrative figures, not business results. 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)
Sample data — illustrative figures, not business results.
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.
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
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 goes on a sales dashboard
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.
- 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.
- 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.
- 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.
- 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.
- 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.
You pay for
The people who build
Anyone connecting a source, preparing data or publishing a dashboard counts as a platform user.
You never pay for
The people who look
Viewers are unlimited and free on every plan, including the free one. A board, a client list or a whole company: the number does not change the bill.
Plans differ in how many builders and published dashboards a workspace gets. Drafts, viewers and every sharing mode are unlimited and free on all four. Full pricing.
Sales dashboard questions
What belongs on a sales dashboard?
Can it read straight from our CRM?
How current can the numbers be?
Do the reps need licences to look at it?
Last reviewed against the template catalogue.
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