Dashboard Examples / Sales / Sales Team Activity
Sales Team Activity

Must-Have Sales Team Activity Dashboard Templates

These sales team activity dashboards come pre-built with some of the most commonly tracked sales KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

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Track some of the most common Sales Team Activity metrics and KPIs and analyze your Sales Team Activity performance with just a few clicks.

TOP Sales Team Activity INTEGRATIONS
  • Intrix CRM
  • Salesforce CRM
  • HubSpot Marketing
  • HubSpot CRM
  • Pipedrive CRM
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Dashboard example

HubSpot CRM Sales Rep Activity

The HubSpot Sales Activity dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each rep.

Dashboard example

Salesforce Leads Overview

This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.

Dashboard example

HubSpot CRM Deals KPIs

This template aims to display the most relevant metrics for a sales manager's to track in order to ensure their team is hitting their goals.

Dashboard example

Pipedrive CRM Activities Effort

This template was made to give you insight about your sales team activities and KPI's.

Dashboard example

Intrix CRM (users)

The Intrix CRM dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each sales representative.

Custom dashboard

Build custom Sales Team Activity dashboards

No design or coding skills necessary.

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What is a Sales Team Activity Dashboard?

A sales team activity dashboard allows you to measure and compare your sales team performance and productivity (individually and collectively) over a given period of time.

By leveraging this dashboard, you’ll be able to learn whether or not your sales team is contributing to company-wide goals, make more accurate revenue forecasts, and figure out areas in which individual team members could improve.

What Should Be Included in a Sales Team Activity Dashboard?

Tracking the wrong metrics is as bad as not tracking your sales team performance at all. So when building a sales team activity dashboard, only include the metrics that matter the most to the success of your sales team and business.

The most important sales team activity metrics you should be tracking are:

  • Emails logged
  • Meetings booked
  • Calls logged
  • New deals created amount
  • Open deals by sales rep
  • Closed deals by sales rep
  • Close rate

How to Create a Sales Team Activity Dashboard

Create a new dashboard using our Designer tool

Create a new dashboard using our Designer tool

Name your dashboard

Name your dashboard

Select a data source

Select a data source

Drag-and-drop pre-built metrics from that source to your dashboard

Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard

Customize each metric block

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block

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