Customisable CRM Dashboards That Put Every Metric in Reach

Designed for product-led teams, our CRM dashboards surface the metrics that matter most to each role, helping users act faster and make better decisions without digging through reports.

Book a Demo Unlock Customisable Dashboards

What Are CRM Dashboards?

CRM dashboards are visual workspaces that bring together your most important business metrics in one place. In Prospect CRM, dashboards combine KPI tiles, charts, reports, and task lists to create a live sales analytics dashboard that reflects how your business operates.

Role-Specific Dashboards to Focus Your Team

Sales Reps

Sales reps see a focused sales KPI dashboard showing their own performance and daily priorities:

Track personal sales KPIs and order values
Monitor progress against targets
View tasks and key actions in one workspace

Sales Managers

Sales managers get a broader business metrics dashboard designed for oversight and coaching:

Monitor team performance and trends
Compare results across users and periods
Identify where support or intervention is needed

Account Managers

Account managers work from dashboards tailored to customer relationships:

Track customer orders and revenue trends
Monitor account performance over time
Spot growth and retention opportunities

Build Your Personal Dashboard

Prospect CRM includes a personal dashboard builder that allows users to create unlimited private dashboards tailored to their daily workflow. You can add KPI tiles, report summaries, quick charts, task lists, then arrange everything exactly how you want.

Visual KPI Tiles & Charts

Dashboards use configurable KPI tiles and visual charts to make performance easy to read. Track order values, invoice totals, customer counts, and more using a sales analytics dashboard that updates in real time.

Users can view month-to-date or year-to-date figures, compare periods, and explore trends using line and bar charts to understand how performance is changing over time.

Sync Dashboards Across Teams

Dashboard configurations can be shared and synced across teams to ensure consistency and visibility. This means every user has access to the insights they need, while leaders maintain a clear and aligned view of performance across the business.

Benefits of Customisable Dashboards

Customisable CRM dashboards help teams work more effectively by making data accessible and relevant.

Increase user adoption through role-specific interfaces
Improve productivity with focused, actionable views
Track sales KPIs and business metrics in one place
Reduce reliance on manual reports and spreadsheets
Align teams around the same data and priorities

CRM Integration That Powers Your Dashboards

Prospect CRM dashboards are powered by integrated data from accounting, inventory, and sales systems. This ensures your business metrics dashboard and sales KPI dashboard always reflect accurate orders, invoices, customers, and revenue, giving you confidence in every decision you make.

Focus on Key Metrics

Dashboards highlight the KPIs that directly influence revenue and performance, keeping attention where it belongs.

Increase Team Accountability

Role-specific dashboards make ownership clear and progress visible for every user.

Make Smarter Decisions

With live data and visual analytics, teams can respond quickly to issues and opportunities.

Customer Reviews

"One of the best CRMs. Prospect CRM is great, very easy to use, and provides a lot of information and the touch of a button – and I’m saying this without using it to its fullest capacity. It’s also very easy for reminders, the search function works great and gives all the information required, and I love the dashboard as it gives a great summary."

Shanta Patel | Internal Sales Executive

"Easy to use with a good dashboard layout, so you can see key areas of business information. Also a good Outlook Office 365 link and a good integration to Unleashed and Mailchimp, all equals a well-rounded product that’s not too complicated for users."

Tim Wright | Co-Founder & Director

"Very easy to use and implement. The best CRM system for inventory-based sales and the dashboards provide an instant view of sales. Technical support are excellent, quick and knowledgeable."

Clare Macgregor | Office Manager

FAQs

What is a CRM dashboard?

A CRM dashboard is a visual workspace that displays key sales and business metrics in real time, using charts, KPI tiles, and reports.

Can I create different dashboards for different roles?

Yes! Prospect CRM provides pre-built role-specific dashboards and allows users to create their own personalised views.

Can dashboards be shared across teams?

Absolutely. Dashboard configurations can be synced to ensure teams see consistent, relevant insights.

How much do CRM dashboards cost?

Pricing depends on your subscription – visit our pricing page to find out more.

Bring your data to life - start building your own custom CRM dashboards today

Book a Demo Try for Free