12 Must-Have Salesforce Dashboard Charts | With Video And Examples

This guide provides practical advice on building a Salesforce sales dashboard that gives managers clear visibility of pipeline, sales performance, forecast risk, and team activity.

A well-designed dashboard should do more than display numbers. It should help sales leaders identify where attention is needed, ask better questions, coach their teams effectively, and make more confident revenue decisions.

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Why This Matters

Salesforce dashboards can easily become collections of charts that look impressive but provide little practical insight. Without the right metrics, managers may still struggle to understand pipeline size, quality, trends, and performance against target — and spend valuable meeting time debating the numbers rather than improving revenue. A focused dashboard brings the most important information together so teams can identify risks and opportunities quickly.

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Key Insights

• Start with revenue performance: Closed Won Opportunities by Month shows how effectively the team is converting activity into revenue and helps identify performance trends across salespeople, teams, territories, or regions.
• Make pipeline visibility a priority: Pipeline by Close Date and Opportunity Stage shows the value and maturity of opportunities expected to close, helping managers identify potential gaps and unrealistic expectations early.
• Measure pipeline quality, not just size: Metrics such as close date extensions, days since the last stage change, and days open highlight opportunities that may be at risk of slipping from the forecast.
• Use historical data to spot trends: Long-term pipeline trends, opportunities by created date, win rates, and average deal size provide context that a snapshot of today’s pipeline cannot.
• Connect activity to outcomes: Activity levels, leaking funnel analysis, and sales performance versus target help managers understand whether sales behaviors and pipeline movement are translating into revenue.

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How To Apply This

1. Build the core dashboard.
   Start with the 12 recommended charts and reports:
   • Closed Won Opportunities by Month
   • Pipeline Deals by Close Date and Opportunity Stage
   • Sales Funnel
   • Top 10 Pipeline Accounts
   • Long-Term Pipeline Trend
   • Open Opportunities by Created Date
   • Pipeline Quality Metrics
   • Opportunity Conversion Rates / Win Rates
   • Average Size of Closed Won Deals
   • Activities per Salesperson
   • Leaking Funnel Report
   • Sales Performance and Pipeline Coverage versus Target
2. Use each chart to drive a question.
   Dashboards should not simply report what happened. Use them to identify where you need to investigate — for example, why deals are slipping, why pipeline is declining, or why one salesperson consistently closes larger opportunities.
3. Focus on pipeline quality.
   Review close date changes, stage movement, days open, and days since the last stage change alongside pipeline value. This helps distinguish genuine forecast opportunities from deals that are unlikely to close.
4. Compare performance over time.
   Avoid relying solely on the current month’s numbers. Historical pipeline, win rates, deal sizes, activities, and closed revenue can reveal trends and coaching opportunities that are otherwise easy to miss.
5. Use dashboards as management tools.
   The purpose of a dashboard is not to provide every possible metric. It is to give managers enough reliable information to prioritize sales activity, coach effectively, and improve revenue performance.

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Read The Full Article

For a deeper dive, including examples and detailed guidance, read the full blog:

12 Must-Have Salesforce Dashboard Charts | With Video And Examples

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Related Guidance

• Getting Started With The GSP Sales Dashboard
• Measure Sales Pipeline Size With These 4 Vital Dashboard Charts
• Master Your Pipeline Coverage with the Sales Manager Dashboard
• How To Track Whether Your Funnel Is Growing Or Shrinking

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