13 sales dashboard examples every revenue team needs in 2026

Sales organizations in 2026 face a critical inflection point: those leveraging intelligent, AI-powered dashboards are pulling ahead while teams relying on static spreadsheets and disconnected tools struggle to keep pace. As AI becomes central to sales execution, the right dashboards do more than display metrics. They predict outcomes, surface risks before deals stall, and guide sellers toward the actions most likely to close revenue.

By leveraging technology and key metrics, you can enhance visibility into your sales team's performance and identify any gaps or opportunities on which to focus. While many solutions can help, none are more adept at analyzing sales performance than a well-crafted sales dashboard.

In this blog post, we’ll walk through 13 of the best sales dashboards and how revenue teams can leverage them to improve their revenue engines in 2026.

What is a sales dashboard?

A sales dashboard centralizes, standardizes, and visually represents all your sales data in an easily accessible platform. A sales dashboard provides transparency into your sales KPIs, enabling sales teams and managers to assess performance against their goals and objectives in real time.

This kind of unobstructed visibility empowers managers to forecast and set accurate sales plans, and use accurate data to implement proper coaching or training on processes, unique deals, and more.

This visibility is particularly critical given current sales challenges: only 7% of sales organizations achieve forecast accuracy of 90% or higher, while sales representatives spend only 28% of their time on actual selling activities. Sales dashboards directly address both challenges by automating data management and surfacing the insights needed for accurate forecasting.

Sales dashboards cover your most critical sales KPIs, such as:

• Quota attainment- Detailed measurement of a salesperson’s or a whole team’s target attainment; whether they are meeting goals, achieving their target, falling behind, or otherwise. This helps assess performance and the realistic nature of your goals against your resources.
• Win rate- Allows you to assess marketing and sales alignment when it comes to qualifying and closing leads, respectively. High win rates indicate an effective process, while low win rates indicate changes must be implemented.
• Average deal size - Enables teams to accurately set budgets, maintain cash flow, and plan for growth. Sales dashboards break deal sizes down to give you accurate rundowns of what kinds of deals you are closing and at which level of frequency you’re closing them.
• Revenue - Measures revenue per sales rep or total revenue and offers insight into how much money you have coming in during any specific period. This is helpful when assessing sales reps or matching your projected vs. actual goals.

Why are sales dashboards essential for success?

Sales dashboards provide many advantages that enable you to hone your sales process, but most notably, they empower you to:

1. Gain a holistic view of key sales data - a sales dashboard provides you with a macro-level, comprehensive view of all the relevant data you need when assessing your sales process, evaluating reps, and more. A bird's-eye perspective helps managers to easily break down every aspect of your sales process, including activities, sequences, and overall performance, to get a clear view of what’s working and what isn’t.
2. Free up time to focus on selling - dashboards can eliminate the burden of manual processes for data entry, report creation, digging up account information, and more. When they have all the information they need at their fingertips, your sales reps have more time to do what they do best: sell. The right dashboards free up their time for more impactful tasks.
3. Have a centralized place for data for better-informed decisions - By centralizing all your sales data in one platform, your team won’t have to track, manage, and analyze data coming from disparate sources. An easily-accessible, single source of truth houses everything in one place and ensures clean, reliable data that can be used to make insight-driven decisions to improve your process.
4. Enable teams to work toward common KPIs and other goals - Intuitive, comprehensive dashboards let managers and their sales reps easily view team and individual performance metrics in real time. That level of total transparency helps both managers and individual reps measure performance through the same lens. This is key for assessing where your reps need more training or coaching, but also where managers should give recognition for high achievers. Managers and sales reps can use insights to motivate one another toward reaching individual and common goals. After all, it's always more fulfilling to share success with a supportive audience.Research shows that 75% of business leaders report performance improvements from analytics-based decision-making, demonstrating the measurable impact of data-driven coaching approaches.
5. Save time from manually exporting data from a CRM to spreadsheets - Manually digging up data and exporting it from your CRM to spreadsheets to create reports is a tedious, time-consuming task. Not a single sales rep in the world would prefer going through that drudge rather than selling, and a sales dashboard relieves them of that burden. Dashboards also mitigate the human error that accompanies manual data management.
6. Produce more accurate sales forecasts - Forecasting is one of the most complex parts of a sales manager’s job. Market trends, rapidly changing consumer behavior, and economic variations make it difficult to adequately forecast upcoming sales. By having accurate, high-quality historical and real-time data, however, you are able to decrease the margin for error and produce more precise forecasts.

Sales dashboards: 13 essential examples for 2026

Sales dashboards come in all shapes and sizes, depending on the specific objective. These are the 13 most common that will have the biggest positive impact on your sales process.

1. Sales rep dashboard

This dashboard centralizes data relevant to your sales rep so they can track their individual performance. They can instantly access critical metrics, such as their conversion rates, revenue (both historical and forecasted), open opportunities, disqualified leads, number of deals in the pipeline, and more. This is a great tool that equips your sales reps with everything they need to develop personally and address areas for improvement.

2. Sales manager dashboard

This dashboard provides sales managers with the data and metrics they need (like number of leads, wins, and new accounts) to make decisions, set goals, and track performance. Through analysis of historical and real-time data, sales managers are able to make informed decisions and ensure their team is on track to meet their goals. They gain actionable insights at a single glance to easily identify performance gaps, which they can address through proper training and coaching. 

A good sales manager dashboard also gives you visibility into buyer sentiment, so you not only understand the high-level activity metrics (i.e., email open or reply rates), but can also make better coaching and strategy adjustments based on those sentiments, whether replies were positive, negative, or otherwise.

3. Sales forecasting dashboard

A dedicated forecasting dashboard consolidates the data sales leaders need to predict revenue outcomes with confidence. Unlike pipeline dashboards that show current deal status, forecasting dashboards focus on projected outcomes, comparing AI-generated predictions against rep-submitted forecasts to identify gaps and risks before they impact the quarter.

This dashboard surfaces forecast discrepancies, tracks commit versus best-case scenarios, and enables leaders to run what-if analyses across their pipeline. With 69% of sales operations leaders reporting that forecasting is getting harder, a purpose-built forecasting dashboard helps teams move from reactive number-gathering to proactive revenue planning.

4. Target account dashboard

A target account dashboard is extremely useful for businesses that adhere to an account-based marketing strategy. It provides you with a detailed view of your accounts and relevant information, such as current and potential accounts, accounts with open deals, account deal values, and more. This sales dashboard ensures your account sales management process doesn't miss a beat.

5. Sales team performance dashboard

Have a senior vacancy to fill? Do you want to give out incentives to your top performers? Looking to coach any struggling sales reps? The sales team performance dashboard provides a comprehensive view of each sales rep's performance (and overall team performance) in relevant areas. 

It offers visibility into completed deals, generated monthly recurring revenue (MRR), number of cold calls and/or presentations, conversion rates, and more, so managers and reps are always able to identify what's working, what isn't, and what they'll need to adjust for success.

6. Deal performance dashboard

A deal performance dashboard gives you unencumbered insights into the status of your deals, which stage each deal is in, how many deals have closed, the alignment of closing to your target, and how much revenue is expected to come in. This is crucial for sales leadership and your C-suite, who benefit from being able to view performance through a single lens and easily report numbers to stakeholders focused on the dollars and cents.

7. Sales pipeline dashboard

A sales pipeline dashboard is the ultimate tool for assessing your sales process on a stage-by-stage level. It acts as a microscope for your pipeline, highlighting stages where deals are getting stuck, clients are pulling out, or otherwise. This thorough view of your process allows you to constantly monitor, evaluate, and update your sales pipeline through data-driven and objective decision-making.

8. Win/loss dashboard

This dashboard tracks your win/loss rate and creates reports highlighting why certain deals were closed while others were not. This is great for identifying no-no actions that can lead to a lost sale or pinpointing best practices for your team. It also provides you with insight into your team's close rates during specific periods. 

Industry benchmarks show that the B2B average win rate sits at 21%, providing a baseline for measuring your team's performance against industry standards.

9. Sales leaderboard dashboard

A sales leaderboard dashboard creates visibility into individual and team performance rankings, fostering healthy competition while highlighting top performers and identifying coaching opportunities. 

This dashboard displays real-time standings based on key metrics, motivating reps to improve their positioning while giving managers instant insight into who needs support. According to Gartner research, CSO-led analytics initiatives are 2.3 times more likely to achieve higher forecast accuracy, making transparent performance tracking essential for driving results.

10. Sales activities dashboard

Speaking of best practices, a sales activities dashboard breaks down the activities your sales reps are completing on a daily basis. This can include the number of calls, presentations, emails, deals closed, and more, and gives you a broader view of what activities yield the best results while monitoring the utilization of your team.

Who it's for: Sales managers and individual contributors tracking daily execution

When to use: Daily for activity monitoring; weekly for productivity optimization

Key KPIs to include: Calls made, emails sent, meetings booked, response rates, activities per opportunity

11. Sales lead dashboard

A sales lead dashboard provides visibility into the top of your funnel, tracking where leads originate and how effectively they convert into qualified opportunities. This dashboard helps teams understand which channels, campaigns, and prospecting efforts generate the highest-quality pipeline.

By segmenting leads by source, quality score, and conversion status, teams can identify which efforts deserve more investment and which are wasting resources. This visibility is essential for aligning sales and marketing around shared pipeline generation goals.

12. Performance overview dashboard

The performance overview dashboard gives you a holistic view of the most relevant and critical KPIs for your entire team. It is simple to use and presents data in an organized fashion that ensures every team member is on the same page. You can use this information to assess a team's performance as a whole and monitor any dips you need to address.

13. AI-powered dashboards for 2026 and beyond

The most significant evolution in sales dashboards is the integration of artificial intelligence that transforms static reporting into predictive, actionable intelligence. AI-powered forecasting analyzes pipeline data, deal health, and historical performance patterns to predict sales outcomes with greater accuracy than traditional methods, continuously adapting as new data flows in.

Modern AI dashboards go beyond displaying metrics to actively surface insights that humans might miss. They identify at-risk deals before they stall, recommend next best actions based on buyer engagement patterns, and automatically flag forecast discrepancies that require attention. For example, Outreach's Deal Agent analyzes call recordings and email interactions to detect pricing objections or late-cycle risks, then updates deal health scores in real time.

AI-powered dashboards also enable scenario planning at scale. Rather than relying on single-point forecasts, teams can now visualize best-case, worst-case, and most-likely outcomes based on thousands of simulations across historical data. This capability helps sales leaders make proactive decisions about resource allocation and territory adjustments rather than reacting to missed numbers after the fact.

How to create a sales dashboard step-by-step

A sales dashboard should be purposeful, useful, easily accessible, and meet the needs of its users. Follow these five steps to create a valuable dashboard for your team's unique needs and objectives.

Step 1: Determine your audience and use case

Knowing who will actually use a dashboard makes a big difference when designing it. CEOs probably don't need detailed information about daily sales activities, but would benefit from a holistic view of revenue and performance. Sales managers, on the other hand, need precise information about their team and individual rep performance. 

Determining who will use the dashboard, why they will use it, and what information they need will go a long way in creating optimized dashboards for quick and accurate reporting.

Step 2: Identify the metrics that matter

You don't want to stack your dashboard with useless information, nor exclude important data that affects decision-making. Identify and prioritize the metrics that help you achieve the understanding you're after. Include the metrics you regularly discuss with your team, your core KPIs, and the metrics most tied to revenue. 

Current conversion benchmarks include 15-25% demo-to-close rates and average B2B sales cycles of 60-90 days, providing reference points for establishing realistic targets. These metrics could address productivity, conversion, pipelines, revenue, or buyer sentiment. The important thing is that they align with your use case: not only who is using the dashboard, but why they need the information.

Step 3: Pick the right technology

As AI adoption in sales accelerates, with 78% of organizations now using AI in at least one business function, it's crucial to remember that not all technologies are created equal. Evaluate tools based on their ability to align objectives with actual results. 

Robust, modern technologies can consistently feed high-quality, relevant data from a variety of sources into your dashboards. Traditional spreadsheets and disparate toolsets, on the other hand, make the process of creating dashboards more painful than valuable.

Step 4: Centralize your data sources

Bring data from across your existing tech stack into one centralized view. This gives you more flexibility and better options for accessing holistic or detailed reports that fit your unique needs. 

The right technology should make gathering actionable data seamless and scalable. However, be aware that 66% of organizations identify reporting systems that can't access historical data as their most common roadblock to accurate forecasting, emphasizing the importance of comprehensive data integration capabilities.

Step 5: Build and configure your reports

There are many ways to configure helpful reports for sales dashboards. Know what you're looking for in a report: trends, compositions, comparisons, or something else. The way information is presented matters, so identify the most appropriate visualization for your data. 

Spider charts work well for comparing sales rep performance, while bar charts are better suited for tracking revenue growth. The right tool should offer flexibility to configure easily consumable reports based on how you'll be using them.

Powerful sales dashboards for better insights

Sales dashboards are valuable tools that provide you with comprehensive information about your end-to-end sales process. They centralize and present historical and real-time data in a simple, effective way to help you make data-driven decisions.

Sales dashboards are most effective when they're thoughtfully created, contain relevant metrics, and are paired with the right technology. With 97% of sales leaders recognizing AI's pivotal role in improving sales effectiveness, organizations must also focus on change management and user adoption strategies to overcome utilization challenges.