Performance Dashboard for Sales and Team Metrics
See sales and team metrics from activity already on the records. The performance dashboard works with team performance tracking and advanced filters so managers review leads, follow-ups, pipeline, and wins without rebuilding a report. Numbers in website graphics are sample demo data.
Why Performance Dashboard Matters
Review leads, pipeline, and team activity in one dashboard — then filter the slice that matters.
- Review leads, opportunities, and pipeline from one view
- See team and individual activity without a reconstructed report
- Filter the dashboard by the parameters you already record
- Support weekly coaching from this week’s work
- Replace month-end spreadsheet trackers
Performance Dashboard
Sample demo dataTotal Leads
248
New Leads
32
Qualified Leads
64
Follow-Ups
47
Open Opportunities
28
Won Deals
18
Lost Deals
5
Pipeline Value
₹12.4L
Team Performance
| Team Member | Leads | Won | Follow-Ups |
|---|---|---|---|
| Anita S. | 42 | 8 | 15 |
| Rahul M. | 38 | 6 | 12 |
| Sneha K. | 35 | 4 | 14 |
Use Cases
- Managers running weekly pipeline and activity reviews
- Owners who want a live view instead of a reconstructed sheet
- Team leads coaching from follow-ups and wins, not memory
Related Features
Sales Pipeline
Move opportunities through customizable Kanban stages on the same record as calls, WhatsApp, and the next action.
Team Performance Tracking
Track how the sales team and each person are performing on leads, follow-ups, pipeline, and wins.
Advanced Filters
Filter every report and parameter so managers can track the slice of leads, pipeline, and activity that matters.
Frequently Asked Questions
Yes. The performance dashboard shows sales and team metrics from activity already on leads.
See This Feature on Your Floor
Book a demo to walk through leads, official WhatsApp, reminders, workflow automation, and pipeline in one inbox.