Sales dashboards that show you exactly where every deal stands
We build custom dashboards for sales teams in 3 weeks. You get a live view of your pipeline by stage, how much each rep has hit of their target (called quota attainment), how fast deals are moving, why deals are won or lost, and how accurate your forecasts are — all pulled straight from your CRM (your customer database tool like Salesforce or HubSpot) in near real time.
Most sales teams are guessing. They export a spreadsheet from their CRM on Monday morning, and by Tuesday it is already out of date. A purpose-built reporting dashboard shows every manager and rep the live numbers they need to hit their targets — no manual wrangling, no waiting. Fixed price from £8,000, live in 3 weeks.
3 weeks
Delivery timeline
Pipeline
Live deal tracking
CRM sync
Salesforce · HubSpot
£8k
Starting price
What is a Sales Dashboard and why does your team need one?
Think of a sales dashboard like a scoreboard at a sports match — but for your sales team. It shows every number that matters right now: how much is in the pipeline (deals you are working on), how close each rep is to their target, how quickly deals are moving, and how accurate last month's forecast was. Unlike a one-time CRM report, a purpose-built custom dashboard updates continuously. Managers and reps can drill into specific deals, teams, or time periods without waiting for an analyst to run a query.
Most fast-growing sales teams hit a wall with their CRM's built-in reports. Salesforce's native dashboards are stiff and hard to customise. HubSpot's reporting tier adds cost without fixing the problem. Spreadsheet exports go stale the moment you save them. The result is sales leaders making forecast calls on data that is hours or days old. Reps cannot see their own quota progress without asking someone to run a report. Research by Salesforce found that high-performing sales teams are 2.8 times more likely to use sales analytics than weaker teams — yet most still rely on manual processes.
Sales dashboard development fixes this. We build a dedicated tool that sits on top of your CRM, tidies up the data (removes duplicates, fills gaps), and shows each role exactly what they need. A VP of Sales sees the whole team's pipeline and whether the month's target is on track. A regional manager sees each rep's attainment and which deals have gone quiet. A rep sees their own pipeline health and where they rank. Everyone works from the same live numbers. Fewer surprises at quarter end. Faster action when a deal goes cold.
As a specialist MVP development agency, we know how to build the first working version of a tool fast — without cutting corners on data accuracy. We treat your sales dashboard like a minimum viable product: get the core views live in 3 weeks, then improve based on real usage. You start making better decisions from day one.
Ready to build?
Let's bring your idea to life. Fast, affordable, and production-ready.
6 key features of a Sales Dashboard
Every sales dashboard we build is shaped around the specific metrics, deal stages, and team structure you have. Think of these 6 features as the core package — like the engine, steering wheel, and seats in a car. Extra features (custom charts, more data sources, automated alerts) can be added on top.
Pipeline by stage — see every deal at a glance
An interactive board showing every open deal grouped by where it sits in your sales process (for example: Prospecting, Demo, Proposal, Negotiation, Closed). Each column shows total value, number of deals, and average deal size. Click a deal card to see the close date, last activity, and next step — without leaving the dashboard. Filter by rep, team, region, or product in seconds.
Quota attainment — who is on track, who needs help
Progress bars showing each rep's closed revenue against their target for the current period. Rolls up to team and company level. Updates automatically as deals are marked won in your CRM — so your Monday forecast call always starts from today's real numbers. Colour coding flags reps who are behind pace so managers can step in before it is too late.
Deal velocity — spot slowdowns before they cost you
A chart showing how long deals take to move from first contact to closed, broken down by stage, rep, deal size, and customer type. Trend lines reveal whether your sales cycle is getting longer or shorter over time. Deals that have sat in one stage longer than your team average are flagged automatically — so managers can unblock them before they go cold.
Win/loss analysis — learn from every outcome
Bar charts and percentage breakdowns of won vs. lost deals over any date range. Filter by rep, competitor, deal size, or industry. Loss reason codes (pulled from fields in your CRM) are ranked into a list so you can spot patterns — pricing objections, missing features, wrong timing — and feed those lessons back into your product and marketing teams.
Forecast accuracy — know if your predictions are reliable
A side-by-side view of what you forecast vs. what actually closed, shown as a rolling trend chart. Weighted pipeline (probability of closing times deal value) gives you a bottom-up forecast that updates all day long. Alerts fire when the current period's pipeline drops more than a set percentage below target — giving your team time to pull in extra deals.
Rep leaderboard — healthy competition, clear accountability
A ranked table showing each rep's performance on the metrics that matter most: closed revenue, pipeline generated, deals won, average deal size, and activity counts (calls, emails, meetings logged in the CRM). All reps can see the leaderboard — which drives healthy competition. Managers get an extended view with conversion rates by stage and how quickly reps respond to new leads.
BUILD IT FAST
See your pipeline clearly for the first time
Book a free 30-minute call. We will walk through your CRM setup, identify the gaps in your current reporting, and show you exactly what a sales dashboard built for your team would look like.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
How we build your sales dashboard — 5 steps in 3 weeks
Building a reporting dashboard is a bit like building a house. You need a solid plan before you pour the foundation. Here is exactly what happens during your 3 weeks with us.
- 01
Discovery & data mapping — Days 1–2
We spend the first 2 days looking at your CRM setup. We check how your deal stages are named, what fields your team fills in, and which reports you already run. We map every data source — Salesforce records, HubSpot pipelines, Pipedrive deal fields, plus any billing or marketing tools — and agree with you on the exact views the dashboard must show. This prevents expensive changes later.
- 02
Dashboard design & wireframing — Days 3–5
Our designers produce detailed mockups (like a blueprint for a house) for every screen: the main pipeline view, each rep's attainment page, the win/loss chart, and the forecast accuracy panel. We review these with your sales leadership, gather feedback, and finalise the layout. You know exactly what you are getting before a single line of code is written.
- 03
CRM integration & data pipeline — Week 2 start
We connect securely to your CRM using read-only credentials (like giving us a key that only opens one door). Your data is extracted, cleaned up (duplicates removed, gaps filled), and loaded into a fast query layer — think of it as a tidy copy of your CRM data that the dashboard reads from. CRM webhook listeners (automatic notifications) keep everything updated within seconds of a rep changing a deal.
- 04
Dashboard build & interactivity — Week 2
We build the full dashboard with live filters, date pickers, drill-down views, export buttons (CSV and PDF), and role-based access (managers see everything; reps see their own data). Every view works on mobile so your field sales team can check their pipeline on the road. We run short demos during the week so you can steer the direction in real time.
- 05
QA, training & go-live — Week 3
We test every number in the dashboard against your live CRM data. Everything must match. Then we run a 60-minute session for your sales leadership and ops team, hand over written guides for every view and filter, and give you the admin login. You are live in week 3. Thirty days of included support means any questions or small tweaks are covered at no extra cost.
We work in short focused bursts (think of them as chapters). Each chapter has a clear deliverable. You always know exactly where we are and what is coming next. Want to understand what an MVP is and why we build in stages? That link explains it simply.
Sales dashboard development cost comparison — 2026
Not all options are equal. A big traditional agency will take 6 months and charge you £100k+. A BI tool like Tableau costs less up front but requires a data analyst to set it up and maintain it. Here is how the main options compare for building a sales analytics dashboard in 2026.
| Option | Cost | Timeline | Support |
|---|---|---|---|
| Traditional agency | £80,000–£200,000 | 6–12 months | Extra cost |
| Freelancer | £20,000–£60,000 | 3–9 months | You manage it |
| BI tool (Tableau / Power BI) | £500–£2,000/month | Self-serve setup | Vendor only |
| Greta | From £8,000 | 3 weeks | Included |
If your business also needs a finance dashboard or an operations dashboard, we can bundle multiple dashboards into one project to save time and cost. Many of our clients start with sales and expand to finance or ops in the second phase.
BUILD IT FAST
Stop forecasting from stale spreadsheets
Your sales team deserves a live, purpose-built dashboard — not a once-a-week CRM export. We will have you live in 3 weeks at a fixed price. Book a free discovery call to get started.
TALK TO A FOUNDER
Not sure where to start?
Book a 20-minute call. We'll map out your scope, tech stack, and go-to-market plan — for free.
Frequently asked questions about sales dashboard development
How long does it take to build a sales dashboard?+
We deliver a production-ready sales dashboard in 3 weeks. Week 1 covers discovery, data mapping, and design sign-off. Week 2 is integration and build. Week 3 is testing, training, and go-live. The 3-week timeline assumes you can give us access to your CRM and nominate one person to approve designs. Delays in access or approvals can push the timeline.
Which CRMs does Greta integrate with for sales dashboards?+
We have ready-made connections for Salesforce, HubSpot, and Pipedrive — the 3 CRMs our clients use most. We can also connect to Zoho CRM, Microsoft Dynamics, and custom CRM databases via REST API (a standard way for two software tools to talk to each other) or direct database access. If your CRM has an API, we can connect to it.
What sales metrics can the dashboard track?+
Our dashboards typically track: pipeline value by stage, number of open deals, average deal size, quota vs. attainment per rep and team, deal velocity (average days from first contact to close), win rate and loss reasons, sales cycle length by segment or product line, forecast accuracy vs. actual closed revenue, and rep activity counts (calls, emails, meetings). We set up exactly the metrics your team needs — nothing extra.
How much does a sales dashboard development project cost?+
Sales dashboard projects with us start from £8,000. That covers discovery, design, CRM integration, full build, testing, and 30 days of post-launch support. More complex projects — multiple CRM integrations, custom forecasting models, or fine-grained role-based access — typically land between £12,000 and £20,000. We give you a fixed-price quote after a free 30-minute discovery call.
Can the dashboard update in real time from our CRM?+
Yes. We build near-real-time data pipelines using CRM webhooks (automatic notifications your CRM sends whenever a deal changes) or syncs every 15 minutes, depending on your CRM's limits. Salesforce and HubSpot both support webhooks, so pipeline changes appear in the dashboard within seconds of a rep saving a record. For very large teams with thousands of deals, we can build streaming pipelines for sub-second updates.
Sources & further reading
External references cited on this page.
Salesforce State of Sales Report
Salesforce research on sales analytics adoption and performance differences between high and low-performing sales organisations.
Gartner Sales Analytics Market Guide
Gartner analysis of the sales analytics software landscape, key capabilities, and vendor landscape for enterprise and mid-market teams.
HubSpot Sales Trends Report
HubSpot's annual report on sales trends, CRM adoption rates, and the metrics sales leaders track most closely to manage pipeline.
McKinsey — The data-driven sales organisation
McKinsey research on how leading B2B sales organisations use data and analytics to improve forecast accuracy and quota attainment.
Related services
Need a different type of dashboard, or thinking about building a full SaaS product around your data? Here are the most closely related services we offer.
Dashboard Development
Custom data dashboards for any use case, built and live in weeks.
Analytics Dashboard Development
Product and marketing analytics dashboards with event tracking and cohort analysis.
Finance Dashboard Development
P&L, cash flow, and runway dashboards connected to your accounting and banking data.
HR Dashboard Development
Headcount, attrition, hiring pipeline, and compensation analytics for People teams.
Operations Dashboard Development
Supply chain, fulfilment, and operational KPI dashboards for ops-heavy businesses.
SaaS MVP Agency
Full-stack SaaS product builds from idea to paying customers in 6–8 weeks.
Your sales team deserves a dashboard that actually shows them where the number is
Stop relying on weekly CRM exports and manual spreadsheet updates. We will build you a live, purpose-built dashboard — pipeline, quota attainment, deal velocity, forecast accuracy — connected directly to your CRM. Fixed price, fixed timeline, support included. Ready to speak to our team?
Free 30-minute discovery call. Real pricing within 48 hours.