Step 1: Prepare Your Sales Data

Export your sales data from your CRM (Salesforce, HubSpot, Pipedrive, etc.) or use your existing Excel tracking sheets. Your data should include these key fields:

Essential Columns:

Date - When the sale closed or was created

Revenue/Amount - Deal value in dollars

Sales Rep - Who made the sale

Product/Service - What was sold

Customer/Account - Who bought

Region/Territory - Geographic area

Stage - Pipeline stage (for open deals)

Quota - Target amount (optional)

Don't worry if you don't have all fields. The AI can work with whatever data you have and will adapt the dashboard accordingly.

Step 2: Upload and Generate

Go to VibeFactory and upload your Excel file. Then use a prompt like:

"Create a sales dashboard showing monthly revenue trends, pipeline by stage, quota attainment by rep, top 10 products, and regional performance. Add filters for date range, sales rep, and region."

Within 60 seconds, you'll have a complete sales dashboard. The AI will:

Identify your date column and create time-based trends
Detect revenue columns and calculate totals, averages, and growth
Build pipeline visualizations if stage data is present
Create rep performance comparisons
Generate interactive filters based on your categorical columns

Step 3: Customize for Your Team

The initial dashboard is just the start. Use follow-up prompts to refine:

Add specific KPIs: "Add KPI cards for average deal size, win rate, and sales cycle length"

Change visualizations: "Change the pipeline from a funnel to a horizontal bar chart"

Add comparisons: "Show this quarter vs last quarter comparison"

Focus on specific metrics: "Add a forecast vs actual chart"

Sales Dashboard Components Explained

Revenue Trend Chart

The revenue trend is the heartbeat of any sales dashboard. A line chart showing monthly or weekly revenue helps you spot patterns, seasonality, and growth trajectory. Compare against previous periods to understand if you're improving.

Pipeline Funnel

Visualize your sales pipeline as a funnel showing deals at each stage. This reveals bottlenecks - if 500 leads enter but only 10 close, where are they dropping off? Stage-by-stage conversion rates help you diagnose pipeline health.

Quota Attainment

Show how each rep (and the team overall) is tracking against quota. Gauge charts or progress bars work well here. Color-coding (green for on-track, red for behind) makes status obvious at a glance.

Top Products & Customers

Leaderboards showing your best-selling products and biggest customers help with strategic focus. Are you over-reliant on one product? Is one customer too much of your revenue? These charts surface important insights.

Regional Performance

Compare performance across territories, regions, or countries. Maps work great if you have geographic data; otherwise, bar charts comparing regions are effective. This helps identify high-performing territories to replicate and struggling areas that need attention.

Example Prompts for Sales Dashboards

Try these prompts with your sales data:

"Create a sales performance dashboard for our Q1 results"
"Build a pipeline dashboard showing deal stages and values"
"Generate a rep scorecard with quota attainment and deal counts"
"Make a product performance dashboard with revenue by SKU"
"Create a customer analysis dashboard showing revenue by account"
"Build a forecast dashboard comparing projected vs actual sales"

Sharing with Your Sales Team

Once your dashboard is ready, share the URL with your team. They can view it on any device - particularly useful for reps who need mobile access. For sensitive data, use the private dashboard option with password protection.

Many teams embed their sales dashboard in Slack, pin it in their CRM, or display it on office TVs. The shareable URL makes this easy - no special software needed for viewers.

Keeping Your Dashboard Updated

Sales data changes constantly. To update your dashboard:

Export fresh data from your CRM
Upload the new file to VibeFactory
Regenerate the dashboard (keeps your customizations)
Same URL updates automatically

For more automated updates, you can export your dashboard code and connect it directly to a database or API. This requires some technical setup but enables real-time data without manual uploads.

Common Sales Dashboard Mistakes to Avoid

Too many metrics: Focus on 5-7 key KPIs, not 50. Overwhelm kills usability.
No time comparison: Always show trends or vs. previous period. Absolute numbers lack context.
Ignoring mobile: Reps are in the field. Your dashboard must work on phones.
Stale data: A dashboard showing last month's data loses credibility. Update regularly.
No action prompts: Good dashboards answer "what should I do?" not just "what happened?"

Sales Dashboard from Excel: Track Revenue, Pipeline & Quotas

What You'll Build