Using a CRM Dashboard to Manage a Sales Pipeline

Managing a sales pipeline can be complex, and without a robust set of CRM tools in your belt it can quickly become unmanageable. Collecting and tracking data is only part of the story, and visualizing that data and communicating it with others is equally important.

With their modular grid of widgets, support for including information from multiple workbooks, and flexible sharing options, Dashboards are a great complement to traditional CRM spreadsheets. In this Guide, we’ll take a look at a sample CRM Dashboard that can be shared with a sales team and managers or executives.

Dashboards display information from one or multiple workbooks with a modular grid of widgets

Introduce Viewers to Your Dashboard with a Rich Text Widget

Data and visualizations alone can convey a lot of information, but sometimes you need words to complete the picture. Rich Text widgets let you include text with bullet points and numbered lists, code snippets, heading formatting, hyperlinks, and more.

Rich Text widgets can be used to explain your Dashboard to viewers, include additional context, and more

Here, we’re using a Rich Text widget to send a message to the sales team, summarize some key takeaways, and include a link to another workbook with more information. You may also want to use a Rich Text widget as a Read Me message that explains the dashboard, a list of key personnel and their contact information, or to tell the story of your data.

Include a List of Active Deals with an Embedded View

View widgets let you embed a View from a connected workbook in your Dashboard. They’re a great way to include raw data in your Dashboards without asking viewers to dive into a larger or more complex workbook, and for managing access to that data.

Embedding a View gives viewers controlled access to some of the raw data behind your Dashboard

Here, our Dashboard includes an embedded Sheet View with a list of active deals from a larger CRM workbook. A similar widget might include a View of closed deals or deals in a specific pipeline stage. With the Reports widget, Dashboards also support embedded Reports, allowing you to feature data that’s collected from multiple workbooks.

Note Significant Statistics with a Number Widget

Adding Number widgets to your Dashboards helps you highlight significant figures and important statistics, making it easier for viewers to see the big picture. These numbers can come from any connected worksheet and can be formatted to your needs.

Number widgets let you highlight significant figures, statistics, and findings

In our Dashboard, we’re using Number widgets to highlight two important takeaways from our pipeline – the total closed revenue and the average time for deals to close. You may want to include numbers like the total number of deals closed, the average contract value of signed deals, or the percentage of deals that ended as Closed Won.

Break Down Your Pipeline with Charts

Dashboards support the same dozen-plus Chart types that you can include in your workbooks. Charts help viewers visualize and analyze raw data, and complement Number widgets and embedded Views and Reports that are also included in a Dashboard.

Chart widgets support the same dozen-plus chart types that can be included in workbooks

Our Dashboard features a combination of Pie, Column, and Bar charts with different information about our deal pipeline. Learn more about the different types of charts supported by in our Help Center.

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