7 exemples de tableaux de bord commerciaux (30 rapports) + comment les créer

Let’s get you some sales insights 💡

Want to start building sales dashboards but don’t know where to begin? 🤔

We’ve broken down a relatively comprehensive set of sales KPIs/metrics into 7 separate sales dashboards. Every dashboard comes with example reports plus more details on why they’re important.

For those who are using Salesflare or looking to use it, we’ll detail which reports are built-in and which can be custom-built. 👷‍♂️

Here are the 7 sales dashboards we’ll explore:

1. Génération de leads
2. Prévisions de vente
3. Chiffre d'affaires
4. Performances en matière de clôture des ventes
5. Cycle de vente
6. Activité de vente
7. Recettes récurrentes

You can click to any specific one right away 👆 or start from the beginning below 👇.

Welcome to the wonderful world of sales reporting 🔮

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What’s the scope of each sales dashboard?

With our “impressive” PowerPoint skills, we’ve tried to visualize this for you. 👇

En bref :

• La génération de leads alimente notre pipeline de ventes.
• Activité de vente pousse vos prospects à l'utiliser.
• À la fin de la filière, vous les fermez.
• Mesurez la durée de votre cycle de vente pour connaître votre vitesse.
• Prévoyez vos revenus à partir du pipeline pour prévoir vos revenus.
• Mesurez ensuite votre chiffre d'affaires (qui peut être un chiffre d'affaires récurrent).

Makes sense? 😁 Let’s start digging for insights! ⛏️

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1. Tableau de bord de génération de leads

Let’s start at the beginning of your sales pipeline. You know 😁, this thing:

If you want to bring in revenue consistently, you need to keep filling it consistently. Our first sales dashboard will help you measure how well you’re doing on that front… and how you’re actually making it happen.

D'ailleurs, nous sommes maintenant ici :

# Nouvelles opportunités (intégrées)

The easiest way to track how many leads you’ve generated is to count the amount of new opportunities in your pipeline.

You’ll find this report in Salesflare on the built-in “Revenue” dashboard.

# Nouveaux comptes (personnalisés)

If you’re not immediately creating an opportunity for every new lead (which we’d actually recommend to do), an alternative measure you can use is the number of new accounts created.

This report is very simple to build in Salesflare: just report on the “accounts” entity, apply the dashboard time filter to the “creation date”, and use a “scorecard” as the chart type.

Valeur totale des nouvelles opportunités par mois (sur mesure)

Counting the number of new leads you’re creating is a great way to measure your input and stay motivated. If you also want to know what these new leads represent in terms of total value brought in (and how that evolves over time), then this report comes in handy.

To build it in Salesflare, report on “opportunities” (1), apply the dashboard filter to the “creation date” (2), choose a “column chart” to represent it (3), view by the “opportunity creation date” (x-axis) (4), and measure by the “sum” (5) of the “opportunity value” (y-axis) (6).

Principales sources de prospects (intégrées, facultatives)

Now that you know how many leads you bring in and what amount of total value they represent, the question remains: what lead generation tactics are bringing you most leads? 💰

This is why you keep track of the “lead source” of every new opportunity. It’ll give you the insight into what generates you most leads, so you can either double down on what works or explore new ways of generating leads.

As most people don’t track the lead sources and we like to keep things clean in Salesflare, we made it an option that is off by default but fully built-in so you can turn on the field in Settings > Customize fields > Opportunity > Predefined fields whenever you’re ready (more info about this here).

The above report will then automatically pop up in your built-in “Revenue” dashboard.

Valeur totale des nouvelles opportunités par source de leads (sur mesure)

Ce rapport est une combinaison des deux précédents : il mesure la valeur totale des nouvelles opportunités, mais cette fois par source de leads (et segmentée par pays).

You can build it in Salesflare as follows: report on “opportunities”, apply the dashboard filter to the “creation date”, choose a “column chart” to represent it, view by the “opportunity lead source” (x-axis), and measure by the “sum” of the “opportunity value” (y-axis).

We have additionally segmented it by “account country” here so we can check how each country is represented (you can hover on the bars in Salesflare to get more info about these segments and how big they are).

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2. Tableau de bord des prévisions de ventes

When we know how many leads are generated and how, we can look a bit further in our pipeline and start tracking how much revenue it is expected to produce by creating a sales forecast. 📈

Prévisions de recettes : Recettes attendues (intégrées)

This report helps you to figure out whether you’ll make the target… or not.

It adds up the revenue you’ve already won and the revenue you’re expecting to close in the current period. This expected revenue is calculated by multiplying the values of the opportunities you’re expecting to close this period with the probabilities that you’ll win them.

While revenue forecasts are included as a feature on the Pro/Professional plan by most small business CRM software, it is offered as a built-in report (in the “Revenue” dashboard) on Salesflare’s lowest priced Growth plan, so everyone can easily take advantage of it.

Recettes attendues des opportunités ouvertes par mois (sur mesure)

Want to know when you’re expected to close all that revenue? Just view the expected revenue by its expected close date. ⏱️

To build it in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “column chart” to represent it, view by the “opportunity close date” (x-axis), and measure by the “sum” of the “opportunity expected value” (y-axis).

To only include the expected revenue from open opportunities, filter the opportunities by stage too. Exclude won, lost, and any other stage you’ve created behind those.

Recettes attendues par étape (sur mesure)

If you’re wondering where in your pipeline the revenue potential is hiding, then this report is what you’re looking for. 👀

To build it in Salesflare, you can duplicate the above report and make one tweak: measure by the “opportunity stage”.

To build it from scratch: report on “opportunities”, apply the dashboard filter to the “close date”, choose a “column chart” to represent it, view by the “opportunity stage” (x-axis), and measure by the “sum” of the “opportunity expected value” (y-axis). Then filter (on the right) to only include the first stages.

Recettes attendues par pays (sur mesure)

Finally, if you want to know in which countries you’re expected to make that revenue, you can build this report. 🌍

You can easily duplicate one of the two above reports, change it into a “pie chart” and segment by “account country”.

To build it from scratch: report on “opportunities”, apply the dashboard filter to the “close date”, choose a “pie chart” to represent it, measure by the “sum” of the “opportunity expected value” and segment by “account country”. Then filter (on the right) to only include the first stages.

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3. Tableau de bord du chiffre d'affaires

So far, we’ve been measuring new leads and forecasting expected revenue. Now it’s time to measure results.

We’ll answer questions like:

• Combien de contrats concluons-nous ?
• Who’s closing them?
• What’s the average value per deal?
• Qui sont nos principaux clients ?
• Et quels sont nos meilleurs produits ?

Let’s get started 👇

# Opportunités gagnées (intégrées)

Want to count the amount of opportunities you’ve won? 🔢

This report comes built into the “Revenue” dashboard in Salesflare.

# Opportunités gagnées par le propriétaire de l'opportunité par mois (personnalisé)

Pour voir comment chaque personne contribue au nombre d'opportunités gagnées au fil du temps, vous pouvez créer ce rapport.

To do that in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “# opportunities” (x-axis), view by the “opportunity close date” (y-axis), segment by “opportunity owner”, and filter on the “won” stage (right sidebar).

If you want to see the bar segments next to each other instead of stacked, scroll down to the “Advanced options” and uncheck the option “Stack segments”.

Valeur moyenne des opportunités remportées (intégrée)

What can be interesting to see is how big your deals are on average… and how that’s evolving. 📊

Salesflare shows this report by default in the out-of-the-box “Revenue” dashboard.

Valeur moyenne des opportunités remportées par le détenteur de l'opportunité (sur mesure)

So you know your average deal size, but you don’t know how that differs across team members. Let’s figure this out! 🤓

To build the report in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “opportunity value” (x-axis), view by the “opportunity owner” (y-axis), and filter on the “won” stage (right sidebar). Done!

Comptes les plus rémunérateurs : tableau (intégré)

If you want to know who your best customers are in terms of won revenue in the current period, you need a “top earning accounts” report.

Salesflare shows it by default in the out-of-the-box “Revenue” dashboard.

Comptes les plus rémunérateurs : diagramme à barres (personnalisé)

You like the above but want to see a chart instead of a table? We hear ya! 🙌

To build this report in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “sum” of the “opportunity value” (x-axis), view by the “account name” (y-axis), and filter on the “won” stage (right sidebar).

Then you get this 👇

Tableau des leaders (intégré)

Si vous souhaitez connaître les performances de chacun par rapport à son quota de chiffre d'affaires, vous avez besoin d'un tableau de bord. Les membres de l'équipe dont les ventes totales sont les plus élevées par rapport à leur quota figurent généralement en haut de la liste.

Salesflare offers this in the “Team” dashboard. No need to build it yourself.

Recettes par produit (sur mesure)

If you’re selling different products, it can also be handy to separate your revenue by product.

To start doing this, you’ll of course first have to track your revenue by product. In Salesflare, you can just create a custom field named “product” of the type “dropdown”.

Then, to build the report in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “sum” of the “opportunity value” (x-axis), view by your “product” custom field (y-axis), and filter on the “won” stage (right sidebar).

And, boom, there you have it… you can see what your top product is!

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4. Tableau de bord des performances de clôture des ventes

Let’s zoom in on your closing performance now.

How many of the leads that are newly generated are won? Who is better at closing? And why are they lost? 🤔

Those are some of the important questions we’ll try to answer.

Analyse de l'entonnoir

Combien d'opportunités atteignent l'étape gagnée ? Et de combien d'opportunités avez-vous besoin à chaque étape précédente pour obtenir ce résultat ?

That’s what the indispensable funnel analysis in Salesflare helps you answer. You can find the answers to these essential questions fully out-of-the-box in Salesflare’s “Revenue” dashboard.

Ratio de clôture par membre de l'équipe (intégré)

If you want to know who’s the most efficient closer, this is the report you’re looking for.

You can find it in the “Team” dashboard in Salesflare.

# Opportunités gagnées vs perdues par mois (sur mesure)

Comment votre taux de clôture évolue-t-il au fil du temps ? Dans quelle mesure dépend-il du nombre total d'opportunités gagnées ou perdues ? Peut-être que certains mois, vous avez simplement plus de pistes, mais pas nécessairement plus de pistes qualifiées ?

That’s what you can see by reporting on won vs lost opportunities per month.

To build this in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “# opportunities” (x-axis), view by the “opportunity close date” (y-axis), segment by “opportunity stage”, and filter to only show the stages that are “won OR lost” (right sidebar).

Top Lost Reasons (intégré)

Now, let’s dig into the “why”. Why are opportunities lost? That way we know how to improve.

This report comes built into the “Revenue” dashboard in Salesflare. Whenever you mark an opportunity as lost, Salesflare asks what the reason is.

That’s unless you disable the “Lost reason” field in Settings > Customize fields > Opportunities > Predefined fields, but we’d definitely recommend you keep it enabled! This report can be a goldmine for insights.

Principales raisons de la perte d'une opportunité par le propriétaire de l'opportunité (personnalisé)

The truth is: different people may record different reasons because of their biases. That’s why it also makes sense to report on the lost reasons by team member.

To build this report in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “# opportunities” (x-axis), view by the “opportunity lost reason” (y-axis), and segment by the “opportunity owner”.

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5. Tableau de bord du cycle de vente

We’ve analyzed our performance at length now, but what about our speed? 🏎️

A quelle vitesse ces opportunités sont-elles traitées dans le pipeline ? Qui peut conclure des affaires plus rapidement ? Et où sont-elles généralement bloquées ?

Durée moyenne du cycle de vente (intégrée)

Quelle est la durée de votre cycle de vente, c'est-à-dire le temps qui s'écoule en moyenne entre la création d'une opportunité et sa conclusion ?

This report in the “Revenue” dashboard in Salesflare answers that exact question.

Durée moyenne du cycle de vente par propriétaire d'opportunité au fil du temps (personnalisé)

Ce rapport met en lumière la rapidité avec laquelle les différents membres de l'équipe parviennent à conclure des affaires et l'évolution de cette rapidité au fil du temps.

To build this report in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “average” “opportunity sales cycle” (x-axis), view by the “opportunity close date” (y-axis), and segment by the “opportunity owner”.

After this, uncheck “Stack segments” in the advanced options (scroll to the bottom) as it makes little sense to stack averages.

Analyse de l'entonnoir

Didn’t we already see this report before? Yes, we did!

This time we’re not looking at closing performance, but we’re breaking down our sales cycle length by the stages.

You can check out this “funnel analysis” report on the “Revenue” dashboard in Salesflare whenever you want to know how each stage contributes to the total sales cycle length.

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6. Tableau de bord de l'activité commerciale

Up till now, we’ve been measuring output and performance. Now, let’s measure input aka sales activity! ✉️📞📆

Coéquipier le plus actif (intégré)

Simple question: who’s your most active teammate?

This standard scorecard is built into the “Team” dashboard in Salesflare.

Activité par coéquipier : réunions, appels, courriels (intégré)

Vous voulez savoir comment se décompose cette activité ?

Répartissez l'activité par personne en fonction des courriels envoyés, des appels passés et des réunions avec les clients.

Salesflare suit automatiquement tous ces éléments et sait quelles activités sont liées à des comptes/clients et lesquelles ne le sont pas.

# Opportunités d'affaires (sur mesure)

Pour savoir combien d'opportunités correspondent à un certain niveau d'intérêt et d'activité, ce rapport peut être utile.

In Salesflare, opportunities are automatically marked as “hot” or “on fire” based on email opens, link clicks, website visits and email activity.

To build a report in Salesflare to count the number of hot leads at all times, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “scorecard” to represent it, measure by the “# opportunities”, and filter by the “account hotness” to only count opportunities linked to “hot OR on fire” accounts.

If you don’t only want to count opportunities with a “close date” in the selected period, scroll down to the advanced options and check “Don’t apply the dashboard time filter”.

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7. Tableau de bord des recettes d'abonnement

Si vous vendez des abonnements, il est indispensable de disposer d'un moyen de rendre compte de vos recettes d'abonnement.

Don’t expect anything too complex from the subscription revenue tracking in a CRM. There’s specialized solutions for this like ProfitWell, ChartMogul and Baremetrics.

Still, it’s great to have some basic subscription revenue reporting in your CRM.

Let’s look at what’s possible. 👇

Revenu mensuel récurrent (MRR) (intégré, optionnel)

If you’re selling a SaaS product or another type of subscription product or service, your Monthly Recurring Revenue (MRR) growth may be the main thing you’re tracking.

Salesflare has MRR reporting built into the “Revenue” dashboard. To make the report appear, turn on “recurring revenue” on the pipeline as shown below.

MRR par compte (personnalisé)

Enfin, il peut être intéressant de déterminer quels sont vos principaux comptes en termes de revenus mensuels récurrents et quelle est la contribution de chacun d'entre eux.

To build this report in Salesflare, report on “opportunities”, apply the dashboard filter to the “close date”, choose a “bar chart” to represent it, measure by the “sum” of the “opportunity recurring revenue” (x-axis), view by the “account name” (y-axis), and filter by the “stage” to only include “won” opportunities (right sidebar).

Magic ✨

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Oof, that was a long list of example sales dashboards! 😅 The possibilities are truly endless…

If you made it all the way here, congrats 🙌 We hope you found some good inspiration to build more reports and obtain deeper insights.

Anything else you’d like to build or know? Just ask our team using the chat on salesflare.com. We’re here to help 😄

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