Keep performance of your sales team under control

Maximize your sales team’s potential with our Sales Team Performance Dashboard, providing you with real-time insights and analytics to effectively monitor and enhance their performance.

Having a sales team is beneficial for increasing sales, but it can also be costly. It typically takes nearly a year for them to generate enough revenue to cover their expenses, and they are often located far away. Therefore, it is crucial to effectively monitor and manage their performance. However, available tools for this task are limited, with most options being expensive ERP systems that primarily provide raw data without advanced analytics capabilities.

Why you need Sales success dashboard tool

Features

Having a sales team is a proven way to increase sales

Improve the performance of your sales team

Tracking the performance of your sales team is essential to your success. Our dashboard makes it much easier to track sales, profit, margin, number of customers and orders, refund ratio or total amount of refunds.

Increase the efficiency of your sales team

If you want to improve the effectiveness of your sales team you need to regularly track metrics such as average order value, profile, revenue per customer or profit per customer. And all this our dashboard allows you to do very quickly.

Explore the activity of specific vendors and customers

Sales team performance helps you gain insight into the activity of specific people in your sales team, as well as your customers. You’ll find out who is selling how much, how much of that is profit and margin, how many customers they’re serving, or how many orders their customers are returning. You’ll also find similar metrics for individual customers.

What you get with this tool

ALL Features

Sales performance analysis

Revenue, profit, % of margin, number of customer, number of orders, refunds ratio, sum of refunds, average order value.

Sales efficiency analysis

Average order value, average order profit, average revenue per customer, average profit per customer.

Salespersons analysis

Revenue, profit, % of margin, number of customers, number of orders, average order value, average order profit, average revenue per customer, average profit per customer, number and sum of refunds.

Customers analysis

Revenue, profit, % of margin, average order value, average order profit, lowest profit, lowest % of margin, number and sum of refunds.

Detailed filters

You can filter everything by time and salespersons.

Security

You are the sole owner of your business data. That’s why our solution is one of the most secure.

Testimonials

“A friend recommended the Sales team performance dashboard so I gave it a try. For the price, it is an excellent tool – it allows me to keep track of overall performance, individual performance, customer performance and its outputs are the perfect basis for me to consult with salespeople and improve economic efficiency. I recommend it to anyone who doesn’t have a big budget.”

“I was looking for a simple and accessible tool that would show me the real performance of the salespeople over time. Sales team performance is excellent! I import the data from the billing system and in no time I have clear results in front of me. There are metrics that I had no idea about but have found to be critical to success.”

“Selling in the traditional way with a sales team is really challenging. After all, you’re working with people on both sides. And that can sometimes bring extra complicated situations. Sales team performance is a great tool to simplify these complications. With the tool, you’ll immediately see how not only your team is doing, but your customers as well.”

“This tool has made working with my team so much easier. I know exactly who is the best, who I need to motivate and in the worst cases, who I need to let go. It offers an overview of the whole team’s activity in one place. And on top of that, everything is very simple. Upload a few data and you’re ready to go.”

Jamal

Small business owner

Nathalie

Sales team manager

Alfonso

Sales team leader

Georg

Entrepreneur

Pricing

Tools for business of any size

Single tool

$99

lifetime

E-book in PDF format

Macro sheet in XLSM format

Macro-free sheet in XLSX format

E-mail support

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Plan bundle

$249

lifetime

Sales performance dashboard

Marketing strategy and performance

Digital assets management

Sales success dashboard

Sales team performance

Cost analysis

E-mail support

Get bundle now

Toolbox

$299

lifetime

All in Plan bundle

All in Monitor bundle

All in Analyze bundle

E-mail support

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Questions and answers

Frequently asked questions

Do I get a lifetime license when I buy the product?

Yes exactly. The license to use the product is unlimited in time and location. By purchasing the product you will also receive lifetime updates.

Can I use the tool for all my projects?

Yes definitely, as long as they are covered under one legal entity. If you would like to use the tool across multiple companies, each company should have its own license.

Can I sell the tool to my clients?

The license to use the tool does not allow its resale commercially. If you would be interested in selling our product, you can write to us and promote our product as an affiliate for a commission on sales.

Where can I download the tool? Can you send it to my email?

After paying the purchase price using the Lemon Squeezy platform, you will get direct access to the product directly on the platform. You can download the latest version immediately here. Whenever we release a new version, we will send you a notification.

How often do you update the tool? How do I get the latest version?

Whenever we discover or you send us a bug, but also when we add new features. Updates are generally available 4 times a year. We will send you a notification about the latest version via Lemon Squeezy and you can also download it directly on the platform.

What software do I need to use the tool?

To take full advantage of the Sales Performance Dashboard, you’ll need Microsoft Office 2016+ or Microsoft Office 365 (compatible with both Windows and macOS versions). In addition, you also need a standard PDF document viewer.

Is it possible to customize the tool to my own corporate colors?

Yes of course. You can customize the overall appearance of the dashboard directly in Microsoft Office. You can change not only the colors, but also the tool logo itself.

Is it possible to customize the tool to our data model?

Yeah. You can customize the Dashboard in any way you like and adapt it to your data model. The prerequisite is, of course, a deeper knowledge of Microsoft Office. If you cannot customize our tool yourself, we offer a customization service.

Increase the performance and efficiency of your sales team

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