Not having the right sales management and reporting solution in place can ultimately lead to lost productivity and revenue. Why exactly do you need sales reporting and dashboards?
A sales report provides you with insight into how your sales team progresses. By implementing a strong dashboard solution, sales teams can boost revenue while streamlining the sales process.
For small and medium-sized companies, this challenge may seem daunting. However, with the right tools, it doesn’t have to be. In this article, I’ll review the 11 best sales dashboard software you need to use to modernize your sales process.
TL;DR:
- If you're looking for a pipeline CRM tool to track, report & analyze each stage of sales activity day-to-day, you probably want Pipedrive.
- If you're looking to display sales data & combine with marketing data (& other channels) in nice shareable dashboards, you probably want Databox.
Here are the 11 best sales dashboard software
- Pipedrive
- Databox
- Freshsales
- Klipfolio
- Scoro
- Qlik
- Geckoboard
- Salesforce
- Google Data Studio
- Insightly
- Close
1. Pipedrive
Best suited for: sales teams needing dashboard software to track & report on pipeline
Free trial: yes, 14-day free trial. Sign up here.
Starting price: from $14.90/month
Key features
Pipedrive is a CRM designed mostly for sales teams across all industries. It has an intuitive interface and simple-to-use design, allowing you to sell more with less manual work.
You can get started quickly by naming your pipeline stages according to your sales process and then filling them with deals, and even customize pipelines to tailor processes to your business needs and keep your team on the right track.
With its smart features, you centralize your communication efforts, connecting with your target audience with ease and moving leads through the sales funnel. Pipedrive comes with customizable sales reports that help you track the numbers like new deals, recurring revenue, or the average age of deals as well as any custom metric that’s relevant to your business.
Pricing
4 plans are currently available on Pipedrive: Essential, Advanced, Professional, and Enterprise. The Essential plan costs $14.90 per month (billed annually) or $21.90 per month (billed monthly), offering users 24/7 support and over 300 integrations (Trello, Asana, Slack, and many more). See full pricing here.
2. Databox
Best suited for: businesses that need a sales dashboard software with automated reporting and goal tracking features
Free trial: yes. Sign up here.
Starting price: has a freemium version. Paid plans start from $72/month
Key features
Databox is a business analytics tool that pulls all of your data, including sales data, into one place so you can monitor performance and discover insights in real time.
It's perfect for combining your sales data & KPIs with other metrics (e.g. marketing data) in one place.
You can set up a dashboard that automatically syncs your data sources every day. It's accessible via a shared URL, and/or by automated emails. You can even add reminders for yourself or the sales team members so that quality checks occur before auto-sending to your stakeholders.
Databox is also great for setting goals for any of the sales KPIs. you’re already tracking. You can track your goals all from one screen, or, visualize goal progress toward any KPI in your dashboards. Its performance alerts inform you when your metrics are likely or unlikely to be hit.
Pricing
Databox has a free-forever plan that comes with 3 dashboards only. A paid plan starts from $72 per month (billed annually) or $91 per month (billed monthly) which can be used by 5 users for 4 dashboards in total. View full pricing here.
3. Freshsales
Best suited for: businesses needing to have a 360-degree view of sales to improve the sales team’s effectiveness
Free trial: yes, 21-day free trial. Sign up here.
Starting price: has a freemium version. Paid plans start from $15/month
Key features
Freshsales is a CRM solution that helps businesses to manage their interactions with existing and potential customers.
Thanks to its customization features, you can map your unique sales process with tailored contact lifecycle stages and track the contact’s journey into a customer. Choose from hundreds of currencies for localized sales and set up Freshsales to speak your language.
Integrate your inbox with the CRM using two-way email sync, and create, schedule, and track emails effortlessly. Also, you can make calls in one click, auto log calls to related modules, transfer and record calls, and more from within Freshsales.
Additionally, Freshsales comes with multiple sales pipelines, allowing you to create sales pipelines with unique stages that fit your business and manage them across teams, geographies, and processes. Select from a number of preset dashboard templates to take a quick look at the health of your sales and track your KPIs effortlessly.
Pricing
Freshsales offers 4 plans which are Free, Growth, Pro, and Enterprise. The Growth plan costs $15 per month (billed annually) or $18 per month (billed monthly) which comes with AI-powered predictive contact scoring and Whatsapp Business integration. View full pricing here.
4. Klipfolio
Best suited for: businesses needing a sales dashboard solution with robust integrations
Free trial: yes. Sign up here.
Starting price: from $99/month
Key features
Klipfolio is a business intelligence and white-label dashboard solution. The key strengths of Klipfolio are its richness of features, preset dashboard templates, and its ability to integrate with many business tools.
You can access your data no matter where it lives — on-premise or in the cloud — via its pre-built connections with over 100 tools, including spreadsheets, files, and databases.
You can share your sales dashboards internally, externally, in real-time, or on a schedule. From PDFs and scheduled email reports to embedding your dashboards into webpages, Klipfolio makes report sharing easy.
Pricing
Klipfolio has 4 plans which are Free, Grow, Team, and Team+. The paid plan starts from $99 per month (billed annually) or $142 per month (billed monthly). Enterprise plans start from $499 per month. View full pricing here.
5. Scoro
Best suited for: small to mid-sized businesses who need a sales dashboard software with to keep track of all deals in real-time
Free trial: yes, 14-day free trial. Sign up here.
Starting price: from $19/month
Key features
Scoro is a dashboard software that allows for getting a real-time overview of your sales pipeline, leads, deals, and team's activities in one place, and making data-driven decisions to boost your sales.
With Scoro, you can compare several budget scenarios against actual revenue, costs, or profit, and receive forecasts based on scheduled invoices and booked deals. Furthermore, you can create customizable invoices based on quotes or orders, and turn documents into personalized PDFs with ease.
With Scoro, you can predict future sales and determine if you're on pace to meet your sales targets by using weighted values and expected closing dates. Lastly, Scoro’s reporting feature is powerful: track performance and KPIs, figure out bottlenecks and opportunities, and plan for the future with real-time insights.
Pricing
Scoro comes with 4 subscription plans: Essential, Standard, Pro, and Ultimate. The starting plan costs $19 per month (billed annually) or $22 per month (billed monthly). View full pricing here.
6. Qlik
Best suited for: organizations needing sales software with robust integration and analytics capabilities
Free trial: yes. Sign up here.
Starting price: from $30/month
Key features
Qlik is an advanced business and sales analytics software that enables businesses to drive productivity, grow revenue, and reduce risk more effectively. Qlik helps salespeople analyze all current and historical data to pinpoint relevant trends as well as behavior patterns, building more accuracy into quota analysis, benchmarks, and forecasting.
Another noteworthy Qlik feature is product performance analysis which allows for building smarter strategies to capture cross-sell and up-sell opportunities and make more informed decisions about critical product end-of-life and seasonality trends.
With Qlik, it’s easy to know where to focus your efforts: combine all your customer data and feedback with analytics that help you manage and improve the customer experience so you’d better understand what customers want.
Easily subscribe yourself and others to Qlik sheets and individual analytics for scheduled PDF dashboard delivery on a routine basis. Easily schedule dashboards for distribution, customized for recipients, with delivery via email or shared folders.
Pricing
Qlik for analytics is available for $30 per month. See full pricing here.
7. Geckoboard
Best suited for: sales teams who are looking for a solution with strong integration features and diverse data visualization options
Free trial: yes. Sign up here.
Starting price: from $39/month
Key features
Geckoboard is a real-time dashboard solution that retrieves data from more than 80 different online applications or sources (Google Analytics, HubSpot, Pipedrive, and many more) to build customized sales dashboards.
Geckoboard’s dashboard creator allows you quickly turn sales data into a professional-looking dashboard — without any coding — that always stays up-to-date. Some of the sales dashboards you can readily use are sales competition dashboard, sales activity dashboard, sales opportunities dashboard, account manager dashboard, and others.
Share your sales dashboards and scheduled snapshots with your sales team to make sure everybody remains on the same page by tracking the same sales KPIs. Last but not least, all Geckoboard dashboards are customizable, so you customize your dashboards with your brand logo and colors.
Pricing
Geckoboard offers 3 plans to choose from which are Essential, Pro, and Scale. The Essential plan starts from $39 per month (billed annually) for 1 dashboard or $79 per month for 3 dashboards (billed annually). See full pricing here.
8. Salesforce
Best suited for: sales executives and sales managers needing an advanced tool for sales dashboards
Free trial: yes, 30-day free trial. Sign up here.
Starting price: from $25/month
Key features
Salesforce is a CRM tool that helps businesses manage their sales and customer interactions. You get to view necessary details in a rich activity timeline of your customer's activity so you know whom you’re competing against, what stage your deal is in, and what moves you need to make next to hit sales goals.
Salesforce's automation feature allows you to assign tasks automatically as deals progress through the various stages and create automatic email alerts for deals that exceed a certain size. Also, you can build workflows that guide sales agents through qualification conversations and recommend the next steps on a deal.
Thanks to Salesforce’s built-in quoting capabilities, you can instantly fill a quotation with relevant customer data, create a PDF based on a preset template, and send it to clients via email directly from Salesforce.
Pricing
4 plans are available on Salesforce Sales solutions: Essentials, Professional, Enterprise, and Unlimited. The Essentials plan costs $25/month/user (billed annually). View full pricing here.
9. Google Data Studio
Best suited for: sales teams who need a free visualization tool for monitoring sales performance
Free trial: free to use
Starting price: free to use
Key features
Google Data Studio is a visualization tool to create interactive dashboards and beautiful customized reporting. With that tool, you can analyze raw data from more than 800 data sets.
You and your sales team can work on the same Data Studio sales dashboard in real-time: see edits as they happen and have all changes automatically saved. Additionally, you can embed your dashboards in various media like newsletters, emails, blogs, etc. Google Data Studio allows you to restrict third parties from printing, downloading, or copying your dashboards.
Data transformation is easy with Google Data Studio. It enables the creation of new measures or dimensions based on unique formulas that can use literal text, numeric values, and fields from the data source. You can also apply arithmetic and comparison operators, and more sophisticated functions.
Pricing
Google Data Studio is totally free to use.
10. Insightly
Best suited for: small sales teams who want to build personalized brand experiences to drive more sales
Free trial: yes. Sign up here.
Starting price: from $29/month
Key features
Insightly is a CRM solution for capturing and managing leads in every aspect of a sales process. With that tool, you can track the most relevant lead information, including a detailed activity timeline of marketing campaign sources, emails, phone calls, meetings, and tasks.
Insightly helps map and better understand complicated customer interactions via its record-linking functionality — customers, emails, and other records can be linked to existing contacts in your database.
Business intelligence is built right into Insightly, so you can create beautiful dashboards to uncover insights and share the progress with all the salespeople in your organization.
Pricing
Insightly CRM pricing starts from $29 per month that comes with Google G-Suite and Microsoft Office 365 integrations. View full pricing here.
11. Close
Best suited for: small sales teams needing sales software with easy-to-understand interface and reporting capabilities
Free trial: yes, 14-day free trial. Sign up here.
Starting price: from $25/month
Key features
Close is a sales software solution with robust integrations (HubSpot, Zapier, Gong, and many more) and reporting features. The opportunity funnel reports give you useful information on metrics like the average time spent in each stage and the average time to close a deal, informing you of your overall sales pipeline health.
With Close, customizing your sales process is simple. Track lead communication preferences with custom fields, and save prospects' social profiles. To expand your conversations, you can even establish special fields for each of your departments and teams.
Track third-party billing and invoicing data, product or service types, multiple proposals, and even won/lost deal reasons.
Pricing
Close offers 4 plans to choose from which are Starter, Basic, Professional, and Business. The Starter plan is for up to 3 users and it costs $25 per month (billed annually) or $29 per month (billed monthly). View full pricing here.
