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Sales Dashboard

Create a sales dashboard for your sales team to access, coordinate on and achieve their sales goals.

What is a Sales Dashboard?

A sales dashboard is a living document that places all of the most important reports and spreadsheets in one location helping the sales team to be on the same page with where everyone is with sales goals.

Why Sales Dashboards are Important?

Sales dashboard are a modern method of keeping your sales professionals in sync so that it eliminates shoulder tapping, missed emails and long message chains. Everyone can see what goals are whether they are department related or individual sales goals and see where they rank compared to their peers.

What You Should Include in a Sales Dashboard?

Title

Date Range

Monthly / Yearly Sales Tracker

Sales Funnel

Sales goals

Sales Tracker

Key benefits of Making Your Sales Dashboard on Bit.ai?

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink sales dashboards and other documents
  3. Create fully responsive documents
  4. Create private sales dashboard documents only visible to yourself or your team.
  5. Track engagement on shared sales dashboard documents with publishers, partners, etc.

How to Make Your Sales Dashboard Interactive?

Recommended power links and files you can add to your Bit document sales dashboard:

  • Web links
  • PDFs, PowerPoint in Google Drive/OneDrive
  • Google Sheets, OneDrive Excel, Airtable
  • Social Media posts
  • YouTube, Vimeo
  • Draw.io, Lucidcharts

Sales Dashboard

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
View TemplateUse Template

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