Build a Sales Dashboard
Track pipeline, deals, and win rates in one live sales dashboard you can build without code. Publish it fast with Kleap. Free to start.
16,198+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A sales dashboard tracks the health of your revenue engine at a glance — pipeline value, win rate, average deal size, sales cycle length, and quota attainment. It turns a pile of open and closed deals into a clear picture of what's likely to close and who's on track.
What your sales dashboard tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for sales.
Total pipeline value
kpi tileThe combined value of all open opportunities. It's the top-line 'how much is in play' number and the base for any forecast.
Win rate
gaugeShare of closed deals that were won: won ÷ (won + lost). The single clearest measure of how effective your team is at closing.
Average deal size
kpi tileTotal won revenue ÷ number of won deals. Shows whether reps are landing bigger contracts or chasing small ones.
Sales cycle length
barAverage number of days from first contact to closed-won. A rising cycle warns that deals are stalling.
Quota attainment by rep
barEach rep's closed revenue as a percentage of their target. Surfaces who's ahead, who needs coaching.
Pipeline by stage
funnelNumber and value of deals sitting in each stage (prospect → qualified → proposal → negotiation → closed). Reveals where deals get stuck.
New revenue over time
lineWon revenue booked per week or month. The trend line that tells you if the team is accelerating or slowing.
Leads by source
pieWhere deals originate — inbound, outbound, referral, partner. Shows which channels actually produce revenue.
Lead-to-customer conversion
linePercentage of leads that become paying customers. Ties top-of-funnel volume to real closed business.
What good looks like for sales
One app, a view for everyone
Sales rep
Personal quota attainment, own pipeline value, deals closing this month, and daily activity volume.
Sales manager
Team win rate, pipeline coverage vs target, average sales cycle length, and forecast accuracy.
Executive / VP Sales
New revenue trend, overall conversion rate, average deal size, and quarter-to-date attainment.
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the dashboard you actually want and own it outright.
A typical dashboard
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around sales
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how sales actually works
Build it in 3 steps
Describe it
Tell Kleap what your sales needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
What metrics belong on a sales dashboard?+
The essentials are pipeline value, win rate, average deal size, sales cycle length, and quota attainment. Add lead source and stage-by-stage conversion so you can see not just how much you're closing but where deals slow down. Keep it to the handful of numbers that actually drive a decision this week.
What's a good win rate?+
For most B2B teams, 20-30% is healthy. Very complex or competitive enterprise deals often sit at 15-20%, while transactional SMB sales can run higher. What matters more than the absolute number is the trend and how your win rate changes by lead source and deal size.
How do I calculate pipeline coverage?+
Divide your total open pipeline value by your revenue target for the period. A common rule of thumb is 3x coverage — three dollars of pipeline for every dollar of quota — because not every open deal will close. Track it on a gauge so you can spot a thin quarter early.
Does the dashboard pull deals from my CRM automatically?+
The dashboard visualizes the deal and pipeline data you keep inside your Kleap app — entered by your team through forms or imported into records. It doesn't live-sync with an external CRM like Salesforce; instead you make Kleap the source of truth (or import your export), and the charts update as records change.
More Dashboard Builder use cases
Ready to build it?
Describe your sales dashboard and watch it come to life. Free to start, no code.