Sales activity dashboard examples
A sales activity dashboard tracks the day-to-day work — calls, emails, demos, follow-ups — that determines whether the pipeline stays healthy. It connects what reps are doing now to the results that will show up later, so managers can spot a drop in activity before it becomes a drop in revenue.
Sales Activity: 28 day snapshot dashboard
This dashboard displays a snapshot of this company's sales activity over the past 28 days. It’s structured in the form of a sales funnel. With lead generation (called ‘outreach’ in this example) taking up the first third, lead nurturing (in the form of calls) taking the middle third, and lead conversion taking up the bottom third.
Of course, increased revenue is the ultimate goal. However, tracking sales activity helps them to understand how and why that revenue is changing. In this case, even though they are completing more calls than last month, those calls are proving less effective. (Could this be related to the drop in average call duration? Are sales reps rushing through calls to keep up with the volume?)
And although social media impressions are up, the overall effectiveness of sales outreach is down, with less calls booked for the coming weeks. By using this dashboard, they can quickly anticipate a decrease in activity further down the funnel at a later date, and potentially even start to address this now.
Sales Team Activity dashboard
This dashboard also shows sales activity in the context of the overall sales funnel, but there are two notable differences.
The first is that this sales team is not responsible for lead generation. Instead, it’s their responsibility to process leads generated by the Marketing Team (Marketing Qualified Leads – MQLs), take forward Sales Qualified Leads (SQLs) and convert them into new business. As a result, this dashboard includes some useful live status updates, such as the average time taken to respond to new leads as well as how many new MQLs have yet to be processed (in fact, a sudden increase to 32 open MQLs has triggered an alert warning).
This dashboard also breaks sales activities down by individual team member to support productivity. Not only does it show the most important metric (deals closed this month), it shows other activities such as product demos given, and follow up activities (in this case, a mix of emails and calls). This helps to understand how the team is spending their time, especially if other tasks are getting in the way.
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A sales activity dashboard tracks the day-to-day selling behaviours — calls made, emails sent, demos booked, and follow-ups completed — that lead to closed deals. Sales managers use it to coach reps based on activity data and ensure the team is doing the right volume of work to hit pipeline targets.
Geckoboard is a live dashboard tool that connects to HubSpot, Salesforce, ActiveCampaign and more to give sales teams a real-time view of daily activity. It keeps the metrics that drive pipeline — calls, emails, demos — visible to the whole team throughout the day, not just in end-of-week reporting.
Common metrics include calls logged, emails sent, meetings booked, LinkedIn connections, proposals sent, and activity per rep over a 28-day window. Leaderboards rank reps by activity volume to drive healthy competition.
Building a custom sales activity dashboard is straightforward with Geckoboard's dashboard builder. Connect Salesforce, HubSpot, LinkedIn, or ActiveCampaign to pull CRM and outreach activity data, then pick your metrics and build the view you need. Share with your team as a TV dashboard, shared link, or scheduled snapshot. Start a free trial or learn more about how Geckoboard works.
Use it to monitor sales performance in real time, spotting when a rep’s activity drops and coaching them before it shows up in pipeline results. It also helps display activity stats across the sales floor, creating transparency and accountability for individuals and the team.