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Dashboards for sales activity

Metabase makes it easy for everyone to build a dashboard for sales activity—no SQL required.

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.

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Why build a dashboard for sales activity?

Sales per source graph

Everything in one place

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

Sales per source graph

Share your perspective

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

eCommerce orders filter

Unlock exploration

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

What should I track on my sales activity dashboard?

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

  1. Leads Created
  2. Calls Made
  3. Emails Sent
  4. Number of Follow-ups
  5. Number of Conversations
  6. First Call to First Meeting Rate
  7. Close Ratio
  8. Number of First Meetings

How to use Metabase to build sales activity dashboards

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Step 1.
Skip the custom quote

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

types of databases

Step 2.
Plugin your database

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

dashboard example

Step 3.
Build your dashboards

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

Get started with Metabase

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  • Free, no-commitment trial
  • Easy for everyone—no SQL required
  • Up and running in 5 minutes