Sales leaderboard dashboard
This sales leaderboard dashboard template can help you:
- Provide a method of keeping sales reps accountable for their sales activies.
- Guide sales reps on what their key focuses should be.
- Provide insight for sales leaders to give them the understanding of what kind of mentorship each rep needs.
Open this template to view a detailed example a lead funnel dashboard that you can customize to your use case.
What is the sales leaderboard dashboard template?
If you’re an executive or the manager of a sales team, you need a way to monitor your sales team’s performance, goals, and motivation. Specifically, you need a tool that’s detailed enough to capture all the information you need, but not so cluttered that you can’t use it.
The sales leaderboard template can help. This template gives you a place to keep track of your sales team’s metrics so you know what’s going on and what needs to be improved.
Benefits of using the sales leaderboard dashboard template
This template makes your sales team’s performance more visible. You’ll see which sales reps are on track and gain insight into the team’s leaders. From there, you can make decisions based on the data you collect and help your team stay focused on their targets.
The sales dashboard template is flexible, so edit it to include whatever metrics you need to track. It’s also easy to share—make sure to send it to all the stakeholders who need it so it can be a single source of truth for everyone involved.
How to use the sales leaderboard dashboard template in Lucidchart
To get started, open the template and start customizing it to meet your team’s needs. Change the metrics tracked, the units of measurement, the names of the team, and the colors and shapes as needed.
You can make the dashboard do lots of the work for you by linking data and using dynamic shapes. By linking data, you can update your dashboard automatically—when the source of the linked data changes, your dashboard will reflect it. You can also manually update the data when you use dynamic shapes.
To get feedback or help with your dashboard, share the template via Slack, Microsoft Teams, Zoom, or with another of Lucidchart’s integrations. Once your collaborators have joined, they can add comments or questions to your work.