7 esempi di cruscotti di vendita (30 report) + come costruirli

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. Generazione di lead
2. Previsioni di vendita
3. Ricavi delle vendite
4. Prestazioni di chiusura delle vendite
5. Ciclo di vendita
6. Attività di vendita
7. Ricavi ricorrenti

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

Welcome to the wonderful world of sales reporting 🔮

---

What’s the scope of each sales dashboard?

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

In breve:

• La generazione di lead riempie la nostra pipeline di vendita.
• Attività di vendita spinge i vostri contatti attraverso di esso.
• Alla fine della pipeline si chiudono.
• Misurate la durata del vostro ciclo di vendita per conoscere la vostra velocità.
• Prevedere le entrate dalla pipeline per prevedere le entrate.
• E poi misurare i ricavi delle vendite (che potrebbero essere ricavi ricorrenti).

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

---

1. Cruscotto per la generazione di lead

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.

A proposito, ora siamo qui:

# Nuove opportunità (incorporato)

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.

# Nuovi conti (personalizzati)

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.

Valore totale delle nuove opportunità al mese (personalizzato)

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).

Fonti di lead principali (integrate, opzionali)

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.

Valore totale delle nuove opportunità per fonte di lead (personalizzato)

Questo report è una combinazione dei due precedenti: misura il valore totale delle nuove opportunità, ma questa volta per fonte di provenienza (e segmentata per Paese).

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).

---

2. Cruscotto delle previsioni di vendita

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. 📈

Previsione dei ricavi: Ricavi previsti (incorporati)

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.

Entrate previste dalle opportunità aperte al mese (personalizzate)

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.

Ricavi previsti per fase (personalizzati)

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.

Ricavo previsto per Paese (personalizzato)

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.

---

3. Cruscotto dei ricavi delle vendite

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

We’ll answer questions like:

• Quanti affari stiamo concludendo?
• Who’s closing them?
• What’s the average value per deal?
• Chi sono i nostri clienti principali?
• E quali sono i nostri prodotti di punta?

Let’s get started 👇

# Opportunità vinte (integrate)

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

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

# Opportunità vinte per proprietario dell'opportunità al mese (personalizzato)

Per vedere come ogni persona contribuisce al numero di opportunità conquistate nel tempo, è possibile creare questo report.

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”.

Valore medio delle opportunità vinte (incorporato)

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.

Valore medio delle opportunità vinte per proprietario dell'opportunità (personalizzato)

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!

Conti di maggior guadagno: tabella (incorporata)

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.

Conti che guadagnano di più: grafico a barre (personalizzato)

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 👇

Classifica (integrata)

Se desiderate vedere i risultati ottenuti da ciascuno rispetto alla propria quota di fatturato, avete bisogno di una Leaderboard. I membri del team con le vendite totali più elevate rispetto alla quota sono in genere elencati in cima.

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

Fatturato per prodotto (personalizzato)

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!

---

4. Cruscotto delle prestazioni di chiusura delle vendite

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.

Analisi dell'imbuto

Quante opportunità raggiungono la fase vinta? E di quante opportunità avete bisogno in ogni fase precedente per ottenere quel risultato?

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.

Rapporto di chiusura per membro del team (incorporato)

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.

# Opportunità vinte e perse al mese (personalizzate)

Ora, come cambia il vostro rapporto di chiusura nel tempo? E in che misura dipende dalla quantità totale di opportunità vinte o perse? Forse in alcuni mesi avete più contatti, ma non necessariamente più qualificati?

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).

I principali motivi persi (incorporati)

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.

Principali motivi di perdita per proprietario dell'opportunità (personalizzato)

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”.

---

5. Cruscotto del ciclo di vendita

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

Quanto velocemente stiamo lavorando su queste opportunità attraverso la pipeline? Chi riesce a chiudere gli affari più velocemente? E dove si bloccano di solito?

Durata media del ciclo di vendita (incorporata)

Qual è la lunghezza del vostro ciclo di vendita, ovvero quanto tempo passa in media dalla creazione di un'opportunità alla sua chiusura?

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

Durata media del ciclo di vendita per proprietario dell'opportunità nel tempo (personalizzata)

Questo report fa luce sulla rapidità con cui i diversi membri del team riescono a chiudere le trattative e su come questa varia nel tempo.

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.

Analisi dell'imbuto

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.

---

6. Cruscotto delle attività di vendita

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

Compagno di squadra più attivo (incorporato)

Simple question: who’s your most active teammate?

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

Attività per compagno di squadra: riunioni, chiamate, e-mail (integrate)

Volete sapere come si articola questa attività?

Suddividete l'attività per persona in base alle e-mail inviate, alle chiamate effettuate e agli incontri con i clienti.

L'Salesflare tiene traccia di tutto ciò automaticamente e sa quali attività sono collegate a conti/clienti e quali no.

# Opportunità a caldo (personalizzata)

Per sapere quante opportunità hanno attraversato un certo livello di interesse e di attività, questo rapporto può aiutare.

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”.

---

7. Cruscotto dei ricavi da abbonamenti

Se vendete abbonamenti, un modo per fare un resoconto delle entrate derivanti dagli abbonamenti è indispensabile.

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. 👇

Ricavi ricorrenti mensili (MRR) (integrato, opzionale)

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 per account (personalizzato)

Infine, ma non meno importante, può essere interessante capire quali sono i vostri account principali in termini di ricavi ricorrenti mensili e come contribuiscono ciascuno di essi.

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 ✨

---

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 😄

---

Speriamo che questo post vi sia piaciuto. Se vi è piaciuto, spargete la voce!

👉 Potete seguire @salesflare su Twitter, Facebook e LinkedIn.

if(window.strchfSettings === undefined) window.strchfSettings = {};window.strchfSettings.stats = {url: “https://salesflare.storychief.io/en/sales-dashboard-examples?id=2064330074&type=2”,title: “7 Sales Dashboard Examples (30 Reports) + How to Build Them “,id: “b4bf56dd-9b24-4318-a472-b8522fe85e05”};(function(d, s, id) {var js, sjs = d.getElementsByTagName(s)[0];if (d.getElementById(id)) {window.strchf.update(); return;}js = d.createElement(s); js.id = id;js.src = “https://d37oebn0w9ir6a.cloudfront.net/scripts/v0/strchf.js”;js.async = true;sjs.parentNode.insertBefore(js, sjs);}(document, ‘script’, ‘storychief-jssdk’))