Sales Analytics Dashboard.
We build a sales dashboard that links your CRM pipeline with invoiced revenue and collections from your accounting system. It shows revenue by customer, product, region and salesperson, pipeline stages and conversion rates, and receivables ageing, so sales and finance review the same figures.
Typically 2–4 weeks. The quality of CRM data and how well customers and products match across systems drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses using a CRM alongside a separate accounting system
- Sales leaders who need pipeline and conversion visibility by team or region
- Finance teams reconciling sales reports with the books each month
What you receive at the end.
- 01Sales dashboard with pipeline, revenue and conversion views
- 02Customer and product mapping between CRM and accounts
- 03Reconciliation of dashboard revenue to the books
- 04Role-based access and scheduled refresh
Sales Analytics Dashboard, step by step.
Typically 2–4 weeks. The quality of CRM data and how well customers and products match across systems drive the time.
- 1
Metric definitions
We agree definitions for bookings, revenue, pipeline stages, conversion and targets.
- 2
CRM and ERP connection
We connect the CRM and accounting data and map customers and products across both.
- 3
Model and reconcile
Revenue in the model is reconciled to the sales ledger for past months.
- 4
Dashboard build
We build views by salesperson, region, customer and product, with drill-downs and target tracking.
- 5
Access and refresh
Refresh is scheduled, and access is restricted so each salesperson or region sees its own data where required.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- CRM access or exports of opportunities, stages and owners
- Accounting data: invoices, credit notes and receipts
- Sales targets by person, region or product
- Any existing customer and product mapping between CRM and ERP
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Sales Analytics Dashboard.
Ready to discuss Sales Analytics Dashboard?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.