Build a SaaS sales funnel dashboard in minutes.

Wondering what are some common features for a B2B SaaS sales funnel dashboard? Here are a few:

• Metrics tracking: The ability to track key metrics such as the number of leads, conversion rates, average deal size, customer lifetime value, funnel velocity and more.

• Lead tracking: The ability to track the progress of individual leads through the funnel and view detailed information such as lead source, lead score, and activity history.

• Real-time data updates: Automatically update data in real-time, allowing teams to monitor progress and make data-driven decisions.

• Drill-down capabilities: The ability to view detailed data on a specific stage of the funnel, such as drop-off rates, conversion rates, percentage changes in metrics for this stage over the last week and more.

• Integration with other tools: The ability to integrate with other tools such as marketing automation software, customer relationship management (CRM) software, and analytics platforms.

• Team collaboration: The ability for multiple team members to access and collaborate on the dashboard, allowing for cross-functional collaboration and better alignment.

• Custom reporting: The ability to generate custom reports and export data to other platforms, allowing for in-depth analysis and integration with other business tools.

Many companies build their own SaaS sales funnel dashboards because:

• They want to choose which metrics and funnel stages to track and display, and configure the dashboard in a way that aligns with their sales and marketing processes.

• They want custom data visualization capabilities to represent the different stages of the funnel in a way that makes the most sense for their teams and processes.

• Custom dashboards can be easily integrated with multiple other business tools such as marketing automation software, customer relationship management (CRM) software, analytics platforms, and more. This helps companies have a more comprehensive view of their B2B saas sales funnel and helps teams in making data-driven decisions.

• Building a custom dashboard ensures that sensitive data remains within the company and is not shared with third-party vendors.

• Custom dashboards can be cost-effective for companies with complex sales and marketing processes. The cost of using a readily available dashboard also usually increases with the number of integrations and customizations required.

• Companies can use their custom dashboards to identify unique insights and optimize their sales funnel in a way that sets them apart from their competitors. This has a direct positive impact on company revenues.

• Building a custom dashboard requires technical expertise, including knowledge of data visualization, data analysis, user interface design and more.

• Integrating data from a variety of sources can be complex and time-consuming.

• Ensuring the data is accurate and up-to-date can be challenging, especially it is coming from multiple sources.

• Custom dashboards require ongoing maintenance and updates to ensure they remain accurate and relevant as the business evolves.

• Getting the sales team to adopt and use the dashboard effectively can be challenging, especially if the dashboard is not user-friendly or does not provide the information they need to do their jobs.

• Sales teams: to track the performance of their sales activities and monitor the progression of leads through the sales funnel.

• Marketing teams: to track the performance of their marketing campaigns and monitor the impact on the sales funnel.

• Operations teams: to monitor the efficiency of the sales funnel, identify bottlenecks and optimize processes to drive better results.

• Finance teams: to track the financial performance of the sales funnel and understand the impact of sales and marketing investments on the business.

• Customer success teams: to monitor the progression of customer journeys and identify opportunities to improve customer retention and growth.

• Management teams: to get a high-level view of the sales funnel, track key metrics and trends, and make strategic decisions to drive growth for the business.