Some of the best sales dashboard software for visualizing your metrics and KPIs are Datapad, Klipfolio, Databox, Scoro, Qlik Sense, Geckoboard, Looker, Zoho Analytics, Simple KPI, Dasheroo, and Datapine.
In this guide, you will find a detailed review of these sales dashboard software and find out which is the best dashboard solution for your business.
So let’s get started!
A sales dashboard software is a platform that allows you to collect, monitor, and visualize all your sales-related KPIs and metrics.
The software provides a quick overview of your company's performance in context with revenue, leads, conversion rates, monthly/annual profits, and sales growth. 📈
Basically, it uses a combination of visual aids to represent these data in an easy-to-understand format. You can even create your own sales dashboard, but that might consume time, and on another note, it's unnecessary when you have plenty of options to automate the process.
But why do you actually need a sales dashboard software? 🤔
A typical sales dashboard software helps you streamline your sales funnel and pipeline, thereby allowing you to gather valuable insights into your sales performance.
For small to medium-sized companies, managing the sales process becomes daunting at times.
However, implementing the right dashboard solution can help you save time and resources, and also minimizes the risk of human errors.
At this stage, cherry-picking a software is what you must avoid because there are several sales dashboard software in the market boasting about their perfection.
So, how do you choose the best software for your business without getting honey trapped?
Here are a few factors to be considered when choosing a sales dashboard solution for progressive sales teams.
The setup process for any dashboard solution involves many phases: Connectivity to data points, setting up key performance indicators, onboarding team members, and more.
In most cases, it might take hours or even days to get your dashboard up and running.
In sales, where every day is a do-or-die game, you must cast around a software that requires minimal effort to set up. Besides, ensure that your team shouldn't have to spend much time training for using the software.
Pro Tip: Check for the software reviews and ratings online. Focus on three major aspects: Ease of setup, learning curve, and availability of training materials.
Being part of a dynamic market where uncertainties are not uncommon, your dashboard should be handy. Not literally, but you should be able to access it instantly from anywhere.
This, especially, is beneficial for people with offline sales, like real estate agents or retail store owners. Imagine trying to access a specific metric, say monthly sales revenue, only to find out you lost it in the crowd of other KPIs.
By quick access, we also mean that dashboarding software must make available your desired KPIs within seconds, not even minutes ⏳.
Typically, it can be achieved if the software has NLP (Natural Language Processing) or advanced search features.
As said, sales is a time-sensitive matter, and people always want to check numbers quite often.
Even when they are off work, traveling, or spending quality time on vacation – the curiosity to check sales numbers never mellows out. 🧐
To access your sales dashboard on the go, ensure that the software you are choosing isn't desktop-ridden. Fortunately, there are plenty of tools in the market that offer mobile-friendly solutions.
Using a mobile-friendly software allows instant access to your sales dashboard anytime and anywhere. So, having a mobile-friendly tool is best in any scenario.
Now that we know what factors comply with a great sales dashboard software, here's a list of 11 software that we thought would be a perfect fit for your sales team.
Datapad is the industry's first mobile-only KPI dashboard software. Its mobile-first approach allows you and your team to instantly access your sales KPI dashboard from your smartphone. 📱
Datapad is for sales professionals who wish to monitor their sales performance on mobile phones while being anywhere around the globe. Besides, it's a no-code platform perfect for non-tech people and beginners willing to measure their business's sales performance.
Datapad is a quick and compact tool, with a feature-rich CX enabling it to perform every action that a typical desktop-ridden dashboard software does, or even better.
You can easily view, monitor, and customize your sales dashboard on the go. Besides, Datapad's mobile app is tested for responsiveness, resolution, and compatibility on all known small-screen devices.
Furthermore, we ensured that you save time searching for specific KPIs. So, Datapad allows you to easily search for any KPI or metric just by typing in the metric name in the search bar.
Don’t believe us? See for yourself:
Datapad offers one-click integrations to popular data points such as MY SQL Database, Google Sheets, Facebook Analytics, Google Analytics, and many more.
We are also working on enrolling integrations to Shopify, Instagram, and other popular platforms. But for the time being, you can use our manual data import feature to add custom databases to your dashboard.
Here's how you can do it:
Our tool allows you and your sales team to collaborate in real-time. You can simply comment under a particular metric to strike a conversation. This is as simple as it sounds.
Imagine being on vacation to the Bahamas ⛱ and suddenly noticing a sudden dip in sales calls. What would you do? Just pack your things and come back home in between vacation?
Nah!
With Datapad, you can easily comment under that KPI and notify your sales team manager to look after the matter.
Meanwhile, the sales manager can continue the discussion forward and keep you updated in the comments. It works just like a thread on Twitter.
Datapad offers intuitive drag-and-drop customization options. It has a gallery of pre-built data visualization elements such as charts, tables, line graphs, and more which you can use to design and customize your dashboard quickly.
You also have the freedom to customize details like fonts, colors, text, and more to change the look and feel of the dashboard. Besides, you can enable role-based management to control who can edit and customize your sales dashboard.
✅ Easy-to-setup and use
✅ Absolutely no-code platform (best for beginners)
✅ Easily setup custom alerts and notifications
✅ Free-forever tool
❌ No web version available (coming soon)
❌ Not suitable for creating sophisticated dashboards
From highly customizable dashboards to self-service exploration, Klipfolio empowers you to centralize data and confidently make better data-driven decisions.
Klipfolio is a low-code platform that can fit any industry. However, its sales dashboards are mainly used by medium to large-sized organizations with a dedicated sales department and 6-figure numbers to focus on.
✅ Great for tracking business sales and revenue
✅ Reliable and responsive support team
✅ An excellent number of integrations and the ability to connect with custom data points
❌ Does require technical expertise, giving it a steep learning curve
❌ Extremely difficult to configure
❌ It might get slow when visualizing complex databases
Databox is an easy-to-use dashboarding platform that eliminates the guesswork and simplifies your sales process. It collects all your sales data in one place and allows you to monitor and present data via beautiful dashboards – all in real-time.
20,000+ businesses trust Databox with its sales reporting. In fact, it's awarded as the easiest-to-use platform for small businesses.
Besides, Databox offers a free-forever plan, so it might be an ideal option for freelancers and individual sales professionals.
✅ Excellent number of integrations and custom data-points
✅ Comes with a display-to-TV feature
✅ Offers a free plan
❌ Has limitations to viewing historical data (depends on the plan you choose)
❌ The mobile app isn't responsive enough (might encounter half-volley graphs and dashboards)
Scoro is an award-winning work-management software that helps agencies and consultancies centralize data and streamline their sales pipeline via interactive dashboards and reports.
Scoro is for small to medium-sized enterprises who are looking for feature-rich yet affordable sales dashboard software.
✅ User-friendly interface
✅ Excellent team collaboration feature
✅ Automated billing management
❌ Being a management platform, it might have a steep learning curve for beginners
❌ Minor bugs in the software, such as the inability to link your team to the CRM
Qlik Sense is a cloud-based analytics and data visualization platform that empowers users of all skill levels to easily create flexible and interactive dashboards and make better data-driven decisions.
As said, Qlik is for all kinds of users interested in low-code or no-code solutions. It has over 38,000+ customers, including top sales analysts. For the most part, its best use cases are from e-commerce, SaaS, and IT industries with complex sales models.
✅ Offers smart analytics like Insight advisor and Advanced Calculations
✅ Allows custom application development
✅ Has flexible and robust security provisions
❌ Issues regarding resolution and responsiveness in mobile devices
❌ Frequent bugs and glitches in operating Qlik Engine (improper loading, weak ODBC connections, error messaging)
Geckoboard is an easy-to-use data analytics and dashboarding tool that help businesses collect, monitor, and visualize crucial sales KPIs via professional sale dashboards in real-time
1000s of data-driven companies like AirBnB and Buzzsumo leverage Geckoboard's sales dashboard to keep teams focused and measure performance.
✅ Easy-to-configure
✅ Excellent number of integrations
✅ Interactive user interface
❌ Doesn’t provide real-time alerts or notifications
❌ Lacks quality customer support
Looker is a BI and analytics software that helps businesses collect, monitor, and visualize sales-related insights in real-time via interactive dashboards.
Looker is an easy-to-use platform, making it an excellent choice for anyone looking for something simple but still providing plenty of insightful information via visual elements and beautiful dashboards.
✅ Gives a 360° view of your sales performance
✅ AI and ML-driven predictive analysis and data modeling capabilities
❌ The platform doesn't integrate with Excel
❌ Limited customizations and visualization options
Zoho Analytics is a self-service BI and analytics platform. Its CRM and sales analytics platform helps you monitor every aspect of your sales cycle, create customizable dashboards and reports, and make better data-driven decisions.
Zoho Analytics serves over 2 Million+ users globally, including some top companies like HP, Hyundai, and IKEA.
So, evidently, it's an excellent software for large-sized organizations with tons of sales data to be monitored regularly. However, due to its enterprise-level pricing, it's not a good platform for small businesses.
✅ Ample amount of customization options
✅ CRM synchronization is pretty good
✅ Comes with a free trial
❌ Initial setup and training might consume time
❌ Limitations in dashboards and report sharing
SimpleKPI is an easy-to-use software that allows sales professionals to collect, analyze, and visualize sales data via beautiful dashboards and reports.
Whether you're a beginner or an expert in your field, SimpleKPI is an easy-to-use, simple-to-set-up, and affordable dashboarding solution for all sizes of businesses.
✅ Interactive data visualization elements
✅ Customizable dashboards and real-time data monitoring
✅ Easy-to-use integration tools
❌ Not compatible with iOS and Android devices
❌ Lacks some budgeting and forecasting features
Dasheroo is a simple yet powerful software that allows you to centralize data from multiple applications into a unified dashboard and make better data-driven decisions.
Dasheroo is a low-key software, i.e., it's not a great choice for building sophisticated dashboards. However, it does cater to the needs of small biz startup teams and medium-sized enterprises.
✅ Extensive gallery of pre-built templates and visual elements
✅ Easy to setup and use
✅ Includes free-forever plan
❌ Doesn't integrate with many tools compared to other software in the list
❌ Not suitable for creating sophisticated dashboards
Datapine is an all-in-one BI and dashboard platform empowering everyone to create interactive BI dashboards, generate actionable insights, and make impactful decisions.
Datapine is a versatile tool fit for any size company. Its best use cases are from the health, logistics, manufacturing, retail, and FMCG industries.
✅ Offers role-based management
✅ Cross-device accessibility
✅ In-built white-label feature included with paid plans
❌ Has a steep learning curve
❌ Some of the advanced features may require knowledge of SQL
All the above-mentioned sales dashboard software excel in their own dynamics. But do you know what’s better?
A dashboarding platform that requires no technicalities yet serves your purpose with ease. The best solution for a salesperson is a software that allows you to access your sales KPIs from anywhere around the world.
And yes, we know such software. It’s #1 on our list - Datapad.
Datapad is a completely no-code platform that allows you to instantly access your sales dashboard from your mobile phone.
Besides, our tool never asks for multiple logins and is completely free to use.
No matter how many dashboards you create or team members you onboard – it will still be free to use.
Want to access your KPIs with a click? Scan the QR code below and get started with Datapad!
