Sales rep dashboard examples
A sales rep dashboard gives individual salespeople a live view of their own performance — closed deals, activities, pipeline, and how they're tracking against targets. When reps can see their own numbers clearly, they manage themselves more effectively without needing a manager to tell them where they stand.
Sales rep dashboard
This individual sales rep dashboard visualizes key data that allows this sales rep to optimize their performance and meet goals.
The most important metric for this sales rep is the value of deals closed. They have weekly, monthly and quarterly goals to hit in order to receive their bonus. By tracking these on a dashboard they always have visibility of the progress they’re making.
Also included is their current pipeline, so that they’re able to see what they have moving through various stages of the buying journey. Alongside this, they have their top opportunities as motivation to stay on top of these prospects and turn them into deals closed.
The activity data has been included to build awareness of and accountability for the activities they need to complete in order to close deals. When activities in one area drop, they’ll see the various stages of their pipeline affected so it’s important to keep this in mind.
SDR dashboard
This SDR dashboard has been created for an individual SDR to monitor their prospect creation performance.
On the left of the dashboard are the key metrics the SDR is focused on, total prospects created. They’re monitoring these numbers over the week, month and quarter in order to hit their targets.
The middle section covers activity for the week. This includes the average number of follow up attempts the SDR makes to prospects with a goal of having made 3 or more. Also here is the total number of each activity completed by the SDR.
Finally, on the right side of the dashboard there are three column charts breaking out prospect data collected by the SDR. There are ideal customer profiles the team as a whole are looking to engage with so by sharing data about the prospects created this quarter the SDR is able to see where they need to invest more attention when building prospect pools.
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A sales rep dashboard gives individual salespeople and SDRs a personal view of their own performance — tracking activity, pipeline, and progress against quota in real time. It helps reps manage their own workload and stay on top of their targets without waiting for a manager to share a report.
Geckoboard is a live dashboard tool that connects to Salesforce and Google Sheets to give individual sales reps a real-time view of their own performance. Dashboards can run on a personal screen or be displayed on a shared team TV — giving each rep clear ownership of their own numbers.
Common metrics include calls made, emails sent, meetings booked, deals created, deals closed, revenue vs. quota, and conversion rate. SDR dashboards focus on outbound activity and qualified meetings generated.
Building a custom sales rep dashboard is straightforward with Geckoboard's dashboard builder. Connect Salesforce or Google Sheets to pull individual CRM data for each rep's own view, 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 so reps can self-manage against daily and monthly targets without needing a manager to flag when they’re falling behind. You can also display it alongside a team leaderboard on the sales floor, creating a culture of transparency and healthy competition.