With the modern business world being as data-driven as it is, having access to up-to-date information is no longer a luxury — it’s a requirement. Sales teams are constantly being pushed to perform, evolve, and expand. And while the majority of CRM Software provide tons of data, it’s the way that data is delivered and utilized that makes the real magic happen. That’s where Custom Dashboards KPIs fit in.
With the appropriate set of KPIs (Key Performance Indicators) built into a tailored CRM dashboard, sales teams have clarity, control, and confidence for the day-to-day. Rather than rummaging through a sea of reports or guessing, they have immediate visibility into what works, what doesn’t, and where to shift.
Let’s dive deep into why sales teams need custom dashboards KPIs to monitor fuel performance and revenue.
Why Custom Dashboards KPIs are Critical for Sales Teams
Every sales team is different. Some are driven by high-velocity lead generation, while others prioritise deep, relationship-driven B2B selling. Pre-built CRM dashboards are typically insufficient because they provide a one-size-fits-all view instead of tailored insights.
Custom dashboards KPIs enable sales representatives and leaders to:
- Monitor KPIs that are meaningful for their objectives
- Clear data clutter and concentrate on performance
- Have real-time visibility and notifications
- Enhance team motivation and accountability
Allows the teams to become agile, proactive, and effective by customising dashboards to your workflow, territory, or sales cycle.
Top Custom Dashboards KPIs every sales team should track
Here are some of the key KPIs your salespeople need to monitor through a CRM’s custom dashboard feature:
1. Lead Conversion Rate
This metric informs you of what percentage of leads are converting to paying clients. If low, then it could indicate issues with your lead qualification, follow-up rate, or sales presentation.
Formula: (Converted Leads / Total Leads) × 100
Why it matters: It assists you in measuring how well your sales pipeline is performing.
2. Sales Pipeline Value
Your pipeline value provides a snapshot of possible revenue at any point in time. Decomposing this by deal stage assists in determining where deals typically get stuck or win.
Custom tip: Segment by product line or sales representatives to catch patterns early.
3. Sales Velocity
This dynamic KPI determines how fast your deals are progressing through the pipeline.
Formula: (Opportunities × Average Deal Size × Win Rate) ÷ Length of Sales Cycle
Why it matters: It reveals bottlenecks and potential for acceleration.
4. Average Deal Size
Are your deals increasing or decreasing in size over time? Tracking your average deal size guides decision-making on upselling, cross-selling, or even re-targeting your ideal customer profiles.
Custom tip: Compare by region or lead source to find high-value trends.
5. Lead Response Time
How quickly your sales representatives respond to new leads usually makes the deal live or die.
Why it matters: Studies have proven that contacting a lead within the initial 5 minutes significantly boosts conversion rates.
Set real-time reminders on your dashboard for tardy follow-ups.
6. Quota Attainment
This is one of the most critical KPIs for evaluating individual and team performance. It shows how close your representatives are to hitting their targets.
Custom tip: Add filters by role, tenure, or vertical for fair benchmarking.
7. Customer Acquisition Cost (CAC)
CAC reveals how much you’re spending to acquire a new customer. Include salaries, tools, ad spend, and operational costs.
Why it matters: If your CAC is higher than your customer lifetime value (CLTV), your growth might not be sustainable.
8. Churn Rate
For subscription or recurring revenue businesses, churn is a key metric. Increasing churn rate means dissatisfaction and affects long-term profitability.
Custom dashboard insight: Connect churn to deal type, onboarding experience, or sales representative for root cause analysis.
9. Activity Metrics (Calls, Emails, Meetings)
Though they’re not result-driven, activity metrics provide insight into effort and continuity. Are Sales representatives making enough calls? Is there a correlation between activity and closed business?
Monitor this with a visual breakdown on your dashboard for easy audits.
10. Win Rate
Your win rate tracks the percentage of closed-won deals compared to total opportunities. It’s a clear gauge of sales effectiveness.
Formula: (Deals Won / Total Deals) × 100
Why it matters: A declining win rate may suggest issues in closing techniques or qualification processes.
Why Custom Dashboards KPIs Are Non-Negotiable
In a competitive environment, your sales team can’t afford to work in the dark. KPIs offer insight, but custom dashboards bring that insight to life. They provide an immediate, intuitive way to monitor what matters, take timely action, and course-correct when needed.
Rather than needing to run one-off reports or waiting for month-end reviews, Sales representatives and managers have immediate views of their performance, completely attuned to their particular role and responsibilities.
This produces:
- Quicker decision-making
- Increased accountability
- Goal-based coaching and support
- Increased revenue predictability
In short, tailored dashboards KPIs turn data into performance.
Why Use DoInsights for CRM Dashboards?
We don’t just create dashboards — we create clarity at DoInsights.
We know that each sales team operates at its rhythm, with its structure, and sets its measures of success. That’s why our CRM solutions are built on deep customisation, visual clarity, and smart reporting.
With DoInsights, you can:
- Create role- or team-specific, custom dashboards KPIs
- Select and monitor KPIs that truly move the needle
- Get pipeline health and sales trend visibility in an instant
- Equip your team with actionable insights and real-time alerts
Whether you’re juggling five representatives or fifty, DoInsights empowers you to lead with facts and not with any guesswork.
Ready to Get Control of Your Sales Performance?
Don’t let your CRM turn into another data dump. Turn it into a revenue-generating machine with custom dashboards KPIs that talk directly to your objectives.
Book a complimentary demo with DoInsights today — and see how the right dashboard can revolutionise everything.
