Sales managers need accurate, up-to-date performance data to make smart decisions. This free Salesforce template gives you a complete sales dashboard in Google Sheets that updates automatically with your live Salesforce data.
What is a Sales Manager Dashboard Report?
A sales manager dashboard report is a central view of critical sales performance metrics, targets, and team activities. It combines key sales data points into visual charts and tables that help sales managers track progress, spot trends, and make data-backed decisions. The dashboard updates in real-time, so managers always work with current numbers.
Who is the Sales Manager Dashboard Template Built For?
- Sales managers and directors who oversee team performance
- Sales operations professionals who track metrics and create reports
- Sales executives who need quick access to key performance indicators
- Revenue operations teams managing sales processes and analytics
What is the Primary Use Case for the Sales Manager Dashboard Template?
The template helps sales managers monitor team and individual performance using live Salesforce data. It creates a single source of truth for tracking progress toward targets, analyzing conversion rates, and measuring key sales metrics. Sales managers use this dashboard for daily check-ins, weekly team meetings, and quarterly planning sessions.
Benefits of Using the Salesforce Sales Manager Dashboard Template
- Real-time Updates: Get fresh data directly from Salesforce without manual exports
- Automated Reporting: Save hours by eliminating manual data collection and updates
- Custom Views: Adjust metrics and visualizations to match your specific needs
- Team Transparency: Share live performance data with stakeholders via Google Sheets
Metrics Tracked in the Report
- Sales targets and team revenue goals
- Sales conversion rates
- Average order value (AOV)
- Sales pipeline progress
- Closing ratio
- Sales cycle length
- Customer acquisition cost (CAC)
- Customer lifetime value (CLV)
- Win rate
Key Sales Manager Dashboard Questions
What should be included in a sales dashboard? A complete sales dashboard includes recent performance metrics, pipeline status, conversion rates, and progress toward targets. Our template provides pre-built views for these essential metrics with live Salesforce data.
What are the key performance indicators for sales managers? Critical KPIs include customer lifetime value, conversion rates, and pipeline metrics. This template tracks these metrics automatically, giving you instant access to performance data.
