Sales Performance Demo — 2025–2026

Sales Dashboard — Sales Performance Overview

This demo dashboard shows how Smart Report can combine key sales KPIs, charts, pivot views and detailed tables in one workspace. The example uses demo data for the 2025–2026 period.

Screenshots show a manually configured advanced demo; the small CSV sample below starts with a simpler view.

Last updated:

Smart Report sales dashboard example with revenue, gross profit, pipeline and target achievement KPIs
Core sales KPIs, monthly revenue vs target, revenue by region and open pipeline by stage for 2025–2026.
Repeatable starter example

Build your first sales chart

Start with one source and one chart. The advanced dashboard in the screenshots needs additional fields, views and configuration.

Each row represents one sales item; all amounts use the same currency.

CSV columns: Date, Region, Product and Amount. Dates use ISO format and decimals use a dot.

Download the small CSV sample
  1. Import the CSV file. Review the automatic sample and reported issues, then select Continue. Full validation can still reject the file after the sample preview.
  2. In the new table preview, select Analyze, then Chart.
  3. Set Group by to Region, Value to Amount and aggregation to Sum.
  4. Select Generate chart and check the amounts by region.
  5. Select Add to dashboard, choose a new or existing personal dashboard and confirm.

Expected: 6 items, total 1,000; North 340, South 330, West 330.

Row count would count items, not distinct invoices or customers. Quick Dashboard suggests simple row-count charts and does not automatically produce the advanced dashboard shown above.

Open the step-by-step guide
Dashboard capabilities

What You Can Track in This Sales Dashboard

Connected metrics provide a clear view of sales results, opportunity flow and progress toward targets.

  • Won revenue
  • Gross profit
  • Weighted pipeline
  • Target allocation
  • Won, closed and open opportunities
  • Gross margin
  • Win rate
  • Target achievement
  • Revenue by region
  • Monthly revenue vs target
  • Open pipeline by stage
  • Won vs closed by lead source
  • Gross profit by product
  • Region × Quarter pivot
  • Opportunity detail tables
Sales dashboard with gross profit by product, won and closed opportunities by lead source, and a sales pivot by region and year
Gross profit by product and won and closed opportunities by lead source. The pivot compares revenue and gross profit by region for 2025 and 2026; each year can be expanded into quarters.
Business questions

Business Questions This Dashboard Helps Answer

One view connects results, targets and opportunities so sales teams can identify where action is needed.

  • Which region generates the most revenue?
  • Is monthly revenue tracking against target?
  • What is the current open pipeline?
  • Which pipeline stages hold the most value?
  • Which lead sources generate the best results?
  • Which products generate the highest gross profit?
  • What is the current win rate?
  • Are sales targets being achieved?
Won opportunities by sales representative and top open opportunities with customer, product, stage, close date and value
Detailed tables connect sales results to individual sales representatives, customers and products. Top open opportunities show the stage, expected close date, potential revenue and weighted pipeline.
Data delivery

How Data Reaches Smart Report

Upload an Excel or CSV file or send data through the API. Once the data is successfully received, it becomes available in connected KPIs, charts, pivot analyses and dashboards.