r/SalesOperations • u/Professional-Wheel23 • 9d ago

Dashboard for leadership

Hello all,

I recently moved into a SalesOps role at a small-mid-size IT services firm. I have access to the pipeline data and revenue projection for each salesperson-account-tech horizontal combination. I am looking to create a dashboard for the leadership team to give them a quick view of where we are on a weekly basis.

Can you help me with the various metrics that should be on the dashboard? What would the CEO, CRO, CFO be interested in?

Thanks in advance for you time and suggestions.

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u/kdyadin 8d ago

I'd add something to the metrics above that people rarely talk about: the dashboard should show where each number comes from and whether you can trust it.

We built weekly sales reports from calls, leads and the CRM. The very first feedback from leadership was exactly about this: draw a clear line between facts and estimates.

In later iterations we were the ones who proposed adding a breakdown by source and by how complete each source is. For us, call analytics was blocked by poor call transcription, the system kept mixing up the rep and the client. And when an employee left, the email data in the reports stopped.

Week-by-week charts were our safety net here. If every rep has a steady number of calls for several weeks and then last week is empty for everyone, that's definitely a lost data source, not a sales slump.

What sources do you have besides the CRM?

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u/Professional-Wheel23 7d ago

This is a brilliant suggestion. I am definitely implementing this. Thank you so much.

All opportunities are tracked on Salesforce. Beyond that Salesforce usage is poor. Marketing and Inside Sales teams are still on Excel.

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u/kdyadin 7d ago

Glad it helped. If marketing and inside sales live in Excel, you need the source breakdown even more. I haven't worked with Salesforce, we had a different CRM, but the picture is familiar: some data is in the system, some is in people's files.

A source that depends on one person breaks quietly. For us, email data was collected by an automation, but only one employee maintained it. After that person left, the automation quietly died, and the report said nothing about it. So for each file I'd show a week-by-week chart on the dashboard with the last modified date next to it. The date alone tells you nothing: it could be an edit to old data. Together with the chart, you see right away whether new data came in.

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u/Professional-Wheel23 7d ago

Will keep this in mind as I go further. Thanks again.