What is the Sales Dashboard Template?
The Sales Dashboard template offers a complete solution for tracking and managing your sales activities. It provides a clear and interactive format to monitor key sales metrics, making it easier to oversee your pipeline stages, deal values, and the performance of your sales team over time.
- Interactive Charts: Explore various sales metrics to observe performance trends.
- Customizable Date Range: Choose specific start and end dates to focus on sales data relevant to your analysis period.
- Comprehensive Deal Data: Review an extensive table containing details on each deal, such as account names, deal amounts, pipeline stages, close dates, and days to close.
Try the Sales Dashboard template to gain valuable insights into your sales pipeline, evaluate the effectiveness of your sales team, and manage your deals more efficiently.
Why you should use the Sales Dashboard Template with Glide
A Sales Dashboard built on Glide simplifies the process of tracking and managing your sales activities. This template presents key sales metrics in an interactive format, making it easier to oversee your pipeline stages, deal values, and team performance over time.
- Glide connects to your existing data, from Google Sheets to SQL databases, enabling you to create interfaces on top of your data without the hassle of migration.
- Integrated Data & Layout Builder: Fluidly switch between the Data Editor and the Layout Editor to speed up development.
- Cross-Platform Syncing: A unified interface that connects to your business tools, allowing data to flow freely between platforms.
With this template, you can gain valuable insights into your sales pipeline, evaluate the effectiveness of your sales team, and manage your deals more efficiently. Try it out today and take control of your sales performance.
Who should use the Sales Dashboard Template
Sales Director
As a Sales Director, this template helps you efficiently manage your team's sales activities and performance. It provides a clear overview of key metrics, allowing you to quickly identify areas for improvement and take action.
- Gain insights into individual rep performance through customizable dashboards and reports
- Track team progress against quarterly and annual targets in real-time
- Easily adjust sales forecasts and quotas based on up-to-date data
Sales Manager
As a Sales Manager, the Sales Dashboard template provides you with a comprehensive overview of your team's performance and pipeline. It offers an intuitive interface to track key sales metrics, enabling you to make informed decisions and drive your team's success.
- Clear Pipeline Visualization: Gain insights into the status of each deal, allowing you to identify bottlenecks and prioritize resources effectively.
- Team Performance Tracking: Monitor the productivity of individual sales representatives, ensuring accountability and recognizing top performers.
- Customizable Date Range: Analyze sales data for specific periods, facilitating targeted strategies and accurate forecasting.
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How the template works
1
Click 'Get template'
This will copy the template into your Glide account. If you don't have an account, you will be prompted to create one for free.
2
Customize your template
You can now import your data, add features, screens, and integrations, and adjust the settings and appearance of your app.
3
Publish your app
Once you've customized the template to your needs, you can one-click publish the app and begin inviting users immediately.
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