Yearly Sales Performance Review

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Download this free, easy-to-understand Yearly Sales Performance Dashboard to track your most relevant and important sales performance metrics at a yearly, quarterly and monthly level. Get high-level and granular views of your sales to determine what’s working, what isn’t, and what changes you (and your team) might need to implement.

Uses one-click integrations:

HubSpot CRM

If you don’t use HubSpot CRM, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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Use this board to get insight into your entire sales performance this year, quarter and month

Visualize your pipeline revenue by deal stage
Use the heatmap to see where your most significant days, weeks, and months were
Track unique values and the average time to close a deal

Key Metrics

Pipeline Revenue
Deals Won, Deals Won Revenue
Time to Close Deal, Top Won Deals
New Deals, Deal Outcomes
Sales Leaderboard, Sales Performance

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Explore all of Databox’s functionalities:

Pull in data from any data source,
monitor data on any device,
receive email reports,
set goals,
calculate metrics,
receive daily scorecards, etc.

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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