7 exemplos de painéis de vendas (30 relatórios) e como criá-los

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. Geração de leads
2. Previsão de vendas
3. Receita de vendas
4. Desempenho no fechamento de vendas
5. Ciclo de vendas
6. Atividade de vendas
7. Receita recorrente

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. 👇

Em resumo:

• A geração de leads preenche nosso pipeline de vendas.
• Atividade de vendas empurra seus leads através dele.
• No final do pipeline, você os fecha.
• Meça a duração de seu ciclo de vendas para conhecer sua velocidade.
• Preveja sua receita a partir do pipeline para prever sua receita.
• Em seguida, meça sua receita de vendas (que pode ser uma receita recorrente).

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

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1. Painel de geração 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.

A propósito, já estamos aqui:

# Novas oportunidades (incorporado)

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.

# Novas contas (personalizadas)

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.

Valor total de novas oportunidades por mês (personalizado)

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).

Principais fontes de leads (incorporadas, opcionais)

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.

Valor total de novas oportunidades por fonte de leads (personalizado)

Esse relatório é uma combinação dos dois anteriores: ele mede o valor total de novas oportunidades, mas, dessa vez, por fonte de leads (e segmentado por país).

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. Painel de previsão de vendas

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. 📈

Previsão de receita: Receita esperada (embutida)

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.

Receita esperada de oportunidades abertas por mês (personalizado)

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.

Receita esperada por estágio (personalizado)

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.

Receita esperada por país (personalizada)

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. Painel de receitas de vendas

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

We’ll answer questions like:

• Quantos negócios estamos fechando?
• Who’s closing them?
• What’s the average value per deal?
• Quem são nossos principais clientes?
• E quais são nossos principais produtos?

Let’s get started 👇

# Oportunidades ganhas (incorporadas)

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

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

# Oportunidades ganhas por proprietário da oportunidade por mês (personalizado)

Para ver como cada pessoa contribui para o número de oportunidades conquistadas ao longo do tempo, você pode criar este relatório.

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”.

Valor médio das oportunidades conquistadas (built-in)

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.

Valor médio das oportunidades ganhas por proprietário da oportunidade (personalizado)

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!

Principais contas de ganhos: tabela (incorporada)

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.

Contas com os maiores ganhos: gráfico de barras (personalizado)

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 👇

Tabela de classificação (integrada)

Se você gosta de ver o desempenho de todos em relação à cota de receita, precisa de um Leaderboard. Os membros da equipe com o maior total de vendas em relação à cota geralmente são listados na parte superior.

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

Receita por produto (personalizado)

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. Painel de desempenho de fechamento de vendas

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.

Análise de funil

Quantas oportunidades chegam ao estágio de vitória? E quantas oportunidades você precisa em cada estágio anterior para obter esse resultado?

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.

Taxa de fechamento por membro da equipe (incorporado)

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.

# Oportunidades ganhas vs. perdidas por mês (personalizado)

Agora, como sua taxa de fechamento muda ao longo do tempo? E até que ponto ela depende da quantidade total de oportunidades que são ganhas ou perdidas? Talvez em alguns meses você tenha apenas mais leads, mas não necessariamente mais qualificados?

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).

Principais motivos perdidos (incorporados)

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.

Principais motivos de perda por proprietário da oportunidade (personalizado)

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. Painel de controle do ciclo de vendas

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

Com que rapidez estamos trabalhando essas oportunidades no pipeline? Quem consegue fechar negócios mais rapidamente? E onde eles geralmente ficam presos?

Duração média do ciclo de vendas (incorporado)

Qual é a duração do seu ciclo de vendas, ou seja, quanto tempo leva, em média, desde a criação de uma oportunidade até o fechamento como ganho?

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

Duração média do ciclo de vendas por proprietário da oportunidade ao longo do tempo (personalizado)

Esse relatório esclarece a rapidez com que diferentes membros da equipe fecham negócios e como isso muda com o 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.

Análise de funil

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. Painel de atividades de vendas

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

Companheiro de equipe mais ativo (incorporado)

Simple question: who’s your most active teammate?

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

Atividade por colega de equipe: reuniões, chamadas, e-mails (incorporado)

Quer saber como essa atividade se divide?

Divida a atividade por pessoa em e-mails enviados, chamadas feitas e reuniões realizadas com clientes.

O Salesflare rastreia todos os itens acima automaticamente e sabe qual atividade está vinculada a contas/clientes e qual não está.

# Oportunidades quentes (personalizado)

Para saber quantas oportunidades cruzaram um determinado interesse e nível de atividade, este relatório pode ajudar.

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. Painel de receitas de assinatura

Se você vende assinaturas, é imprescindível ter uma maneira de gerar relatórios sobre a receita de assinaturas.

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. 👇

Receita Mensal Recorrente (MRR) (incorporada, opcional)

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 por conta (personalizado)

Por último, mas não menos importante, pode ser interessante descobrir quais são suas principais contas em termos de receita recorrente mensal e como cada uma delas contribui.

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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