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Real Sales performance dashboard example

Get the actual Sales performance dashboard example used by Porter to monitor your Sales performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their Sales performance

Sales performance dashboard example overview

With this Sales Performance dashboard example, monitor specific metrics such as revenue, units sold, and customer acquisition rate. Break down the data by product category, region, or sales team to identify top performers and areas for improvement.
Suggest that users share the dashboard via PDF, link, or email to influence teams or clients. This allows them to showcase the performance of different sales initiatives or highlight successful campaigns.
Additionally, suggest examples of questions that can be answered with the data, such as “Which region had the highest sales growth?” or “Which product category has the highest customer retention rate?” This empowers users to make informed decisions based on the data insights.

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Conversion metrics

– Conversion rate
– Cost per acquisition (CPA)
– Return on investment (ROI)

Engagement metrics

– Click-through rate (CTR)
– Conversion rate
– Average session duration

Visibility metrics

– Conversion rate
– Click-through rate
– Impressions.

Dimensions

Campaign

– Customer segmentation
– Channel distribution
– Advertising platform

Audience

– Age group
– Gender
– Location

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A Sales performance report should include a breakdown of metrics by visibility (e.g., impressions), engagement (e.g., clicks), and conversion metrics (e.g., sales revenue). It should segment data by campaign (e.g., Holiday Sale), channel (e.g., email marketing), audience (e.g., age group), content (e.g., product feature), objective (e.g., lead generation), and date (e.g., weekly or monthly).
To analyze sales performance data, first determine the key metrics: visibility (e.g., impressions), engagement (e.g., click-through rate), and conversion (e.g., sales revenue). Break down each metric by visibility (e.g., impressions per campaign), engagement (e.g., click-through rate by channel), and conversion (e.g., revenue per content objective). Provide context by comparing against cost (e.g., cost per impression), date range (e.g., sales revenue over the last quarter), goals (e.g., achieving a 10% click-through rate increase), rates (e.g., conversion rate compared to industry average), and benchmarks (e.g., revenue compared to last year). Segment data by campaign (e.g., impressions by campaign), channel (e.g., click-through rate by channel), audience (e.g., conversion rate by audience segment), content (e.g., engagement metrics by content type), objective (e.g., conversion rate by objective), and date (e.g., performance over time). For example, analyze impressions per campaign to identify the most successful marketing channel for generating visibility.
To build a sales performance dashboard, 1) connect your CRM and sales data accounts. 2) Select metrics such as revenue, sales volume, and conversion rates to monitor performance. 3) Segment data by campaign, sales channel, target audience, product type, customer content, sales objective, and date. 4) Add filters for sales regions or buttons for different time periods to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

A sales performance dashboard is a visual tool that displays key sales metrics and KPIs to track the health and success of your sales department. It is significant for businesses as it provides real-time insights, helps in decision-making, and drives sales strategy. Tools like Looker Studio, Tableau, and Power BI are commonly used to create these dashboards, which typically include elements like sales growth, sales target, sales opportunities, and sales by product or region. Real-time data monitoring is crucial as it allows for immediate response to trends or issues. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.