Dashboards for Sales activity

Metabase makes it easy for everyone to build a dashboard for Sales activity.

What’s a Sales activity dashboard?

A sales activity dashboard collects the most important information about your sales activity in one easy-to-understand format. Get Started

Why build a dashboard for Sales activity?

Everything in one place

Get everyone on the same page by collecting your most important metrics into a single view.

Share your perspective

Take your data wherever it needs to go by embedding it in your internal wikis, websites, and content.

Unlock exploration

Empower your team to measure their own progress and explore new paths to achieve their goals.

What should I track on my dashboard for Sales activity?

Every team is different, but sometimes it helps to start with some examples. Here are our top 8 Sales activity metrics to start tracking on your dashboards.

Top 8 sales activity metrics

• Leads Created
• Calls Made
• Emails Sent
• Number of Follow-ups
• Number of Conversations
• First Call to First Meeting Rate
• Close Ratio
• Number of First Meetings

How to use Metabase to build Sales activity dashboards

Step 1.

            Skip the custom quote

That's right, no sales calls necessary—just sign up, and get running in under 5 minutes.

Step 2.

                Plugin your database

We connect to the most popular production databases and data warehouses.

Step 3.

            Build your  dashboards

Invite your team and start building dashboards—no SQL required.