The Sales Dashboard gives you a complete view of your team's sales performance. It's pre-built with widgets covering pipeline health, conversion rates, revenue by offer, upsell revenue trends, and individual team member performance.

Headline sales totals, funnel counts, activity, and conversion metrics are calculated from tracked system DataFields. More operational drill-downs, such as velocity or upsell-specific analysis, may use dedicated deal and transition records where they provide better detail.

Accessing the Sales Dashboard

Navigate to Sales Dashboard in the sidebar. The dashboard loads with the default period (Last 12 months). Use the period selector at the top to change the date range.

Widgets

Sales Stats Overview

A row of KPI cards at the top showing your headline sales numbers for the selected period. These give you a quick pulse check on overall performance.

These cards use your canonical system metrics such as Total Revenue, Cash Collected, and closed-deal counts.

Sales Funnel Progress

A visual breakdown of how contacts are distributed across your funnel stages. This helps you spot bottlenecks -- for example, if many contacts are stuck in "Consideration" but few are reaching "Customer."

The stage counts on this widget are based on tracked system funnel metrics, not a separate deal query.

Tip: If a particular stage is accumulating contacts, it might be time to review your process at that step.

Sales Activity Chart

A time-series chart showing sales activity over the selected period. Track trends in how actively your team is moving contacts through the pipeline.

This chart follows the tracked history for Call Show Ups, Offers Presented, and closed deals, so it stays aligned with the rest of the dashboard.

Offer Sales Chart

A breakdown of revenue by offer. See which products or services are driving the most sales and compare performance across your offering lineup.

Offer-level revenue is driven by offer-attributed system revenue entries, keeping offer charts aligned with your tracked revenue.

Conversion Rate Chart

Shows the conversion rate between funnel stages over time. This is one of the most valuable widgets -- it tells you not just how many people are entering your funnel, but how effectively you're converting them at each step.

Lead creation is based on contacts created in the period, while the later funnel stages follow their tracked system metrics.

Top Offers Chart

Ranks your offers by performance, making it easy to see which products are your top sellers.

Like the offer revenue chart, this ranking is based on offer-attributed system revenue entries.

Sales User Breakdown

A table comparing individual team member performance. See metrics like deals closed, revenue generated, and activity levels for each person on your team.

This is particularly useful for sales managers who need to identify top performers and team members who might need support.

Upsell Revenue Over Time

A line chart showing how much committed revenue came from upsells across the selected period. Use it to spot whether upsell activity is growing, flattening out, or tied to specific seasons or campaigns.

Top Upsell Offers

A focused offer ranking for upsells only. This makes it easy to see which offers perform best when selling additional products or services to existing customers.

Because this is a more specialized drill-down, it can still rely on deal-specific upsell data where that gives better detail.

Sales KPI Breakdown

A detailed metrics table showing key performance indicators for your sales operation. Provides more granular data than the overview cards at the top.

Reading your Sales Dashboard

Here are some things to look for:

• Funnel shape -- a healthy funnel narrows gradually from left to right. Sharp drop-offs between stages indicate problem areas.
• Conversion trends -- are your conversion rates improving, declining, or flat? Look at the Conversion Rate Chart over time.
• Top offers -- which products carry your revenue? Consider doubling down on what works.
• Upsell momentum -- use the Upsell Revenue Over Time chart to see whether your existing customers are generating more follow-on revenue over time.
• Upsell mix -- compare the Top Upsell Offers chart with the main Top Offers chart to see whether your best initial offers are also your best expansion offers.
• Team distribution -- is revenue concentrated in one person? The User Breakdown table reveals this.
• Period comparisons -- switch between different time periods to spot seasonal trends or measure the impact of changes to your process.