A sales dashboard answers four questions in order: are we going to hit the number, where is the pipeline thin, who is behind and which deals need attention today. This template lays those out top to bottom so a sales leader reads it in two minutes and a rep can filter to their own patch.
It expects a CRM — Salesforce and HubSpot are the usual ones — plus a target sheet and, ideally, invoiced revenue from your accounting system so bookings and cash can sit side by side. Targets by rep and by month usually live in a spreadsheet; that is fine, connect the sheet.
Most teams show it on a screen in the Monday meeting, then schedule the same page as a PDF to the leadership group on Friday afternoon. The step-by-step version of this build is in our guide to building a sales dashboard.
Klayara AI, on Growth and Enterprise, helps you make it yours: describe a widget — "bookings by rep this quarter as a bar chart" — and get a draft to use, or click Improve this chart for clearer sorting, titles and number formats. Before the meeting, Summarize this dashboard gives a few plain sentences on what moved, and the page can arrive as a PDF or image by email, Slack, WhatsApp or Telegram.
- Sales leaders who run a Monday pipeline review and want the list, not the slides.
- Owners of 5–50-person sales teams who need one number for the board and a fair league table for the floor.
- Reps who want their own pipeline and target on a phone without asking anyone to run a report.