---
title: "Sales Dashboards"
type: doc
evidence_type: method
category: "Strategic Walkthroughs"
publisher: "LeanScale"
date_modified: 2024-03-18
word_count: 244
topics: ["gtm-strategy", "revenue-operations"]
canonical_url: https://knowledge.leanscale.team/docs/strategic-walkthroughs-building-dashboards-sales-dashboards/
source: "LeanScale Knowledge Hub — https://knowledge.leanscale.team"
license: "Free to quote and cite with attribution to LeanScale."
---

# Sales Dashboards

**Evidence type:** method (what we prescribe)

The sales executive dashboard is built for the forecast conversation. Aggregated metrics and goal tracking give the top-line position, pipeline overview gives coverage, and per-rep pipeline detail plus leaderboards give the accountability layer beneath it.

### Key Aggregated Metrics

* **Closed Deals by Timeframe**: Provides a quick overview of closed deals for the current month, last month, current quarter, last quarter, current year, and last year. Allows users to assess sales performance over time.

### Goal Tracking

* **Monthly, Quarterly, Yearly Bookings Goals**: Users can set and track monthly, quarterly, and yearly bookings goals against closed won opportunities in Salesforce. This allows users to monitor progress towards revenue targets.

### Pipeline Overview

* **Current Unweighted Pipeline**: Displays all open opportunities in the sales pipeline.
* **Current Weighted Pipeline**: Displays the weighted pipeline, which takes into account the probability of each opportunity closing. This helps users forecast future sales more accurately.

### Deep Dive into Reps' Pipeline

* **Current Weighted Pipeline by Month and by Rep**: Provides a detailed analysis of each rep's weighted pipeline by month, allowing users to assess the performance and expected close dates of individual reps.
* **Current Unweighted Pipeline by Rep**: Displays the total open pipeline for each rep.

### Leaderboards

* **Year-to-Date Leaderboard**: Showcases the top-performing reps for the year, with a breakdown of the quarters in which they closed deals.
* **Quarterly Leaders**: Highlights the rep who led each quarter in terms of closed deals.

### Additional Notes

* The Sales Executive Dashboard is a valuable tool for tracking and analyzing sales team performance.
* By providing key aggregated metrics, goal tracking, pipeline overview, and leaderboards, this dashboard empowers users to make informed decisions and drive sales success.

## Canonical

https://knowledge.leanscale.team/docs/strategic-walkthroughs-building-dashboards-sales-dashboards/