Pipeline by stage, and win rate by source. Why these, and how to build them right.
We have rebuilt dozens of sales dashboards. They almost always start the same way: fifteen tiles, four colors, three definitions of "opportunity", and nobody looking at any of it during the Monday standup.
The fix is not more charts. The fix is two charts, done properly, that answer the only two questions a sales leader actually asks on Monday morning.
Chart one: pipeline by stage, four quarters deep
The first question is always the same. What is about to land? A single-quarter snapshot cannot answer that, because you have nothing to compare it to. A four-quarter trend can.
Build it like this:
- One horizontal bar per stage, current quarter, in absolute euros
- A thin ghost bar behind it showing the same stage one quarter ago
- A tiny sparkline to the right showing the last four quarters at that stage
- Absolute values only. Never weighted. Weighted pipeline is a story sales tells finance to feel better.
The moment leadership sees stage three shrinking for two quarters in a row, the conversation stops being about the number and starts being about the cause. That is the point.
Chart two: win rate by source, twelve months rolling
The second question is where to spend the next marketing euro. Win rate by lead source answers it. Not lead count. Not pipeline value. Win rate.
- One row per source, sorted by win rate descending
- A volume column next to it, so nobody optimizes for a 90% win rate on three deals a year
- A twelve-month rolling window, not "this quarter", to smooth out noise
- One accent color on the top source, gray on everything else
What to leave off
Everything else can go in a secondary tab. Activity counts, call volumes, email open rates — none of those change what leadership does on Monday. If a chart does not change a decision this week, it does not belong on the main view.
Two charts. One question each. A dashboard people actually open.
Want this kind of clarity on your own reports?
We rebuild executive packs and dashboards for a living. Send us what you've got. We'll tell you, honestly, what we'd change.