Monthly Sales Dashboard

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Free CRM

Month Ending Today's Sales Stats

July 31 2,850 Leads 18 Trials 16 Wins $6,794 New MRR $230 Expansion MRR ● $310 Services
10 days left 225 225 Yesterday 18 18 Yesterday 14 14 Yesterday 1000 $1,000 Yesterday 10000 $10,000 Yesterday 310 $310 Yesterday

Services This Month Target/Progress

600
500
$8,050 Services
400
300
200
100
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Target is $50,000

New Accounts
This Week This Month
Account Name Seats Date
Cyberdyne Systems Corp 5 17-Jun
Delos Inc 23 18-Jun
Duke & Duke 5 19-Jun
Dunder Mifflin Inc 6 20-Jun
E Corp 12 21-Jun
NERV 5 17-Jun
Oceanic Airlines 8 18-Jun
Omni Consumer Products 6 19-Jun Jun
Oscorp 2 20-Jun
0 2 4 6 8 10 12
Paper Street Soap Company 3 21-Jun
20 New Accounts 122 Seats
Page 1 of 2

MRR This Month

Region
$70,969
$23,109 $180,450 New Business
Expansion
Jun $412,337
May $27,205

Months

$0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000

This page will help you get started with your Monthly Sales Dashboard. Click on th

Dashboard Setup Data-Sales

When a spreadsheet is no longer enough

Try HubSpot's
Free CRM

In the Dashboard tab you'll see a snapshot of current month stats, new accounts

1. The
1. The first
first section
section of
of the
the 2. The
2. The second
second section
section 3. The
3. The third
third secti
secti
dashboard shows
dashboard shows stats
stats for
for displays the
displays the results
results for
for the
the the new
the new account
account
today in
today in comparison
comparison with
with entire month.
entire month.
yesterday's stats.
yesterday's stats. On the
On the left
left side
side yy
The first
The first chart
chart on
on this
this section
section new accounts
new accounts for for
Tip: Click
Tip: Click on
on any
any of
of the
the round
round displays the
displays the results
results per
per day.
day. Use the
Use the up/down
up/down
buttons on
buttons on this
this section
section to
to see all
see all new
new accou
accou
change the
change the charts
charts on
on the
the The second
The second chart
chart displays
displays week.
week.
next section.
next section. the total for the month and
the total for the month and
the progress
the progress towards
towards the
the On the
On the right
right side
side
monthly target.
monthly target. the total
the total of
of new
new a
per region.
per region.
 Tip: Click
Tip: Click on
on any
any of
of the
the round
round displays the
displays the results
results per
per day.
day. Use the
Use the up/down
up/down
buttons on
buttons on this
this section
section to
to see all
see all new
new accou
accou
change the
change the charts
charts on
on the
the The second
The second chart
chart displays
displays week.
week.
next section.
next section. the total
the total for
for the
the month
month and
and
the progress
the progress towards
towards the
the On the
On the right
right side
side
monthly target.
monthly target. the total
the total of
of new
new a
per region.
per region.

Previous

The Setup tab allows you to set monthly goals for

1. The
1. The monthly
monthly goals
goals are
are 2. In
2. In this
this tab
tab you
you
used on
used on the
the Target/Progress
Target/Progress change when
change when num nu
chart in
chart in the
the second
second section
section should be
should be display
display
of the
of the dashboard.
dashboard. currency. Just
currency. Just add
ad
the metric
the metric toto set
set
currency, or
currency, or remo
rem
display as
display as units.
units.

Previous
 The Data-Sales tab is used in the first and second section

1. This
1. This is
is the
the first
first tab
tab used
used to
to 2. The
2. The are
are 66 categories
categories in
in the
the
enter data.
enter data. tab. In
tab. In the
the original
original template
template
the categories
the categories are:
are:
Replace the
Replace the existing
existing data
data
with your
with your own
own data.
data. -- Leads
Leads
-- Trials
Trials
-- Wins
Wins
Tip: Update
Tip: Update this
this tab
tab daily
daily to
to -- New
New MRR
MRR
see your
see your progress
progress towards
towards -- Expansion
Expansion MRR
MRR
your monthly
your monthly goals
goals -- Service
Service
everyday.
everyday.

Previous

The Data-New Accounts tab is used in the third

1. The
1. The Data-New
Data-New Accounts
Accounts 2. Enter
2. Enter the
the date
date the
the account
account
tab is
tab is where
where you'll
you'll enter
enter the
the was added
was added inin the
the the
the 'Date'
'Date'
information for
information for accounts
accounts column and
column and add
add the
the account
account
recently added.
recently added. name in
name in the
the 'Account
'Account Name'
Name'
column
column
Replace the
Replace the existing
existing data
data
with your
with your own
own data.
data. This tab
This tab can
can also
also be
be
customized by
customized by replacing
replacing the
the
names in
names in the
the first
first row.
row.
Previous

The Data-MRR by Region tab is used to track Monthly Recur

1. The
1. The Data-MRR
Data-MRR by
by Region
Region 2. Just
2. Just like
like the
the other
other two
two
tab is
tab is where
where you'll
you'll enter
enter Data tabs
Data tabs this
this tab
tab can
can be
be
MRR for
MRR for New
New Business
Business and
and customized (just
customized (just keep
keep the
the
for Expansion
for Expansion Business
Business byby date column
date column andand the
the data
data set
set
Region.
Region. as Table)
as Table)

This tab
This tab is
is used
used in
in the
the last
last
section of
section of the
the dashboard.
dashboard.

Replace the
Replace the existing
existing data
data
with your own data.
with your own data.

Previous
 Dashboard. Click on the buttons below to learn more about each tab.

Data-New Data-MRR by
ta-Sales Accounts Region

dsheet is no longer enough

HubSpot's
ee CRM

onth stats, new accounts and Monthly Recurring Revenue (MRR).

3. The
3. The third
third sections
sections displays
displays 4. The
4. The 4th
4th section
section displays
displays
the new
the new accounts.
accounts. the Monthly
the Monthly Recurring
Recurring
Revenue (MRR).
Revenue (MRR).
On the
On the left
left side
side you'll
you'll see
see the
the
new accounts for this
new accounts for this week. week. On the
On the left
left side
side the
the bar
bar chart
chart
Use the
Use the up/down
up/down buttons
buttons to to displays totals
displays totals by
by regions.
regions.
see all
see all new
new accounts
accounts for
for the
the
week.
week. The pie
The pie chart
chart on
on the
the right
right
side displays the totals for all
side displays the totals for all
On the
On the right
right side
side you
you can
can see
see regions combined.
regions combined.
the total
the total of
of new
new accounts
accounts
per region.
per region.
 Use the
Use the up/down
up/down buttons
buttons to
to displays totals
displays totals by
by regions.
regions.
see all
see all new
new accounts
accounts for
for the
the
week.
week. The pie
The pie chart
chart on
on the
the right
right
side displays
side displays the
the totals
totals for
for all
all
On the
On the right
right side
side you
you can
can see
see regions combined.
regions combined.
the total
the total of
of new
new accounts
accounts
per region.
per region.

Next

o set monthly goals for your metrics.

2. In
2. In this
this tab
tab you
you can
can also
also
change when
change when numbers
numbers
should be
should be displayed
displayed as as
currency. Just
currency. Just add
add aa $$ next
next toto
the metric
the metric toto set
set itit as
as
currency, or
currency, or remove
remove the the $$ to
to
display as
display as units.
units.

Next
e first and second section of the dashboard.

re 66 categories
re categories in
in the
the 3. This
3. This tab
tab is
is fully
fully
he original template
e original template customizable, ifif you
customizable, you prefer
prefer to
to
gories are:
ories are: track aa different
track different metric
metric just
just
replace the
replace the names
names in
in the
the first
first
row.
row.

Tips: Go
Tips: Go to
to Setup
Setup tab
tab to
to
MRR
RR change the
change the type
type of
of data
data to
to
ion MRR
ion MRR Currency.
Currency.
e
Make sure
Make sure to
to keep
keep the
the 'Date'
'Date'
column and
column and the
the data
data set
set as
as
Table.
Table.

Next

ts tab is used in the third section of the dashboard.

the date
the date the
the account
account 3. Make
3. Make sure
sure to
to "Refresh
"Refresh
ed in
ed in the
the the
the 'Date'
'Date' All" data
All" data connections
connections after
after
and add
and add the
the account
account updating this
updating this table.
table.
the 'Account
the 'Account Name'
Name'
"Refresh All" is in Data
group
can also
can also be
be
zed by replacing
ed by replacing the
the
n the
the first
first row.
row.
 Next

to track Monthly Recurring Revenue by Region

ke the
ke the other
other two
two 3. Make
3. Make sure
sure to
to "Refresh
"Refresh
s this tab can be
s this tab can be All" data
All" data connections
connections after
after
zed (just keep
ed (just keep the
the updating this
updating this table.
table.
umn and the
mn and the data
data set
set
) "Refresh All" is in Data
group

Get Started
 Dashbo

Monthly Target

Type Jan-21 Feb-21 Mar-21 Apr-21 May-21

Leads 6000 6000 6000 6000 6000
Trials 1500 1500 1500 1500 1500
Wins 400 400 400 400 400
New MRR $ $1,500 $1,500 $1,500 $1,500 $1,500
Expansion MRR $ $1,500 $1,500 $1,500 $1,500 $1,500
Services $ $50,000 $50,000 $50,000 $50,000 $50,000

Tips

1. Always "Refresh All" data connections after adding data to your tables
How to "Refresh All"

2. Enter "$" in the "Type" column to display numbers as currency in the dashboard

3. To customize category names change the headers in the "Data-Sales" tab.

4. Unprotect worsheet to customize colors.

How to unprotect worksheet
 Dashboard Setup

Monthly Target

Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21

6000 6000 6000 6000 6000 6000 6000
1500 1500 1500 1500 1500 1500 1500
400 400 400 400 400 400 400
$97,000 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500
$1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500
$100 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000

Tips
Date Leads Trials Wins New MRR Expansion MRR Services
5/18/2019 80 12 10 $ 6,794.00 $ 10,000.00 $ 310.00
5/19/2019 90 35 11 $ 6,794.00 $ 10,000.00 $ 310.00
5/20/2019 100 26 12 $ 6,794.00 $ 10,000.00 $ 310.00
6/25/2021 120 18 13 $ 6,794.00 $ 10,000.00 $ 310.00
6/26/2021 100 15 13 $ 6,794.00 $ 10,000.00 $ 310.00
6/27/2021 250 68 13 $ 6,794.00 $ 10,000.00 $ 310.00
6/28/2021 200 36 13 $ 6,794.00 $ 10,000.00 $ 310.00
6/29/2021 225 18 14 $ 6,794.00 $ 10,000.00 $ 310.00
6/30/2021 326 18 15 $ 6,794.00 $ 10,000.00 $ 310.00
7/1/2021 285 18 16 $ 6,794.00 $ 10,000.00 $ 310.00
7/2/2021 260 29 10 $ 3,000.00 $ 10,000.00 $ 560.00
7/3/2021 365 27 11 $ 4,765.00 $ 10,000.00 $ 490.00
7/4/2021 225 18 14 $ 6,794.00 $ 10,000.00 $ 310.00
7/5/2021 225 18 14 $ 6,794.00 $ 10,000.00 $ 310.00
7/6/2021 2850 18 16 $ 6,794.00 $ 12,000.00 $ 310.00
7/7/2021 260 29 10 $ 3,000.00 $ 2,840.00 $ 560.00
7/8/2021 365 27 11 $ 4,765.00 $ 2,300.00 $ 490.00
7/9/2021 260 29 10 $ 3,000.00 $ 1,222.00 $ 560.00
7/10/2021 120 18 13 $ 6,794.00 $ 13,000.00 $ 310.00
7/11/2021 100 15 13 $ 6,794.00 $ 15,000.00 $ 310.00
7/12/2021 250 68 13 $ 6,794.00 $ 10,050.00 $ 310.00
7/13/2021 200 36 13 $ 6,794.00 $ 26,662.00 $ 310.00
7/14/2021 225 18 14 $ 6,794.00 $ 15,264.00 $ 310.00
7/15/2021 326 18 15 $ 6,794.00 $ 15,623.00 $ 310.00
7/16/2021 285 18 16 $ 6,794.00 $ 44,522.00 $ 310.00
7/17/2021 260 29 10 $ 3,000.00 $ 1,490.00 $ 560.00
7/18/2021 365 27 11 $ 4,765.00 $ 1,280.00 $ 490.00
7/19/2021 225 18 14 $ 6,794.00 $ 900.00 $ 310.00
7/20/2021 225 18 14 $ 1,000.00 $ 10,000.00 $ 310.00
7/21/2021 2850 18 16 $ 6,794.00 $ 230.00 $ 310.00
6/17/2019 326 18 15 $ 6,794.00 $ 15,623.00 $ 310.00
6/18/2019 285 18 16 $ 6,794.00 $ 44,522.00 $ 310.00
6/19/2019 260 29 10 $ 3,000.00 $ 1,490.00 $ 560.00
6/20/2019 326 18 15 $ 6,794.00 $ 15,623.00 $ 310.00
 Date Account Name Seats Region Tip: Refresh All
6/1/2019 Aperture Science 2 NA
6/1/2019 Hooli 3 APAC
6/6/2019 Aviato 5 EMEA
6/6/2019 Hooper's Store 5 ANZO
6/7/2019 Axe Capital 6 NA
6/7/2019 InGen 2 NA
7/14/2021 Rearden Steel 3 APAC
7/14/2021 Rekall 7 ANZO
6/10/2019 Bailey Building and Loan Association 7 NA
6/10/2019 Iron Bank of Braavos 6 EMEA
7/15/2021 Relaxicab 4 NA
7/15/2021 Rent a Swag 6 EMEA
6/11/2019 Bayside High School 9 NA
6/11/2019 Los Pollos Hermanos 1 APAC
7/16/2021 Sirius Cybernetics Corp 8 APAC
7/16/2021 Springfield Nuclear Power Plant 9 ANZO
6/12/2019 Black Mesa 2 NA
6/12/2019 Macmillan Toys 2 ANZO
7/17/2021 Stark Industries 4 NA
7/17/2021 Sterling Cooper 6 EMEA
6/13/2019 Blue Cat Hotel 10 NA
6/13/2019 MomCorp 6 NA
7/18/2021 Stratton Oakmont 2 APAC
7/18/2021 TelAmeriCorp 5 ANZO
6/14/2019 Burns Industries 12 NA
6/14/2019 Monsters Inc 4 EMEA
7/19/2021 The Bluth Company 3 ANZO
7/19/2021 The Estelle Leonard Talent Agency 6 ANZO
7/20/2021 The Very Big Corporation of America 2 ANZO
7/20/2021 Umbrella Corp 2 NA
6/17/2019 Cyberdyne Systems Corp 5 NA
6/17/2019 NERV 5 APAC
6/18/2019 Delos Inc 23 EMEA
6/18/2019 Oceanic Airlines 8 ANZO
6/19/2019 Duke & Duke 5 APAC
6/19/2019 Omni Consumer Products 6 NA
6/20/2019 Dunder Mifflin Inc 6 ANZO
6/20/2019 Oscorp 2 EMEA
6/21/2019 E Corp 12 NA
6/21/2019 Paper Street Soap Company 3 APAC
6/24/2019 Entertainment 720 2 EMEA
6/24/2019 Parker Industries 1 ANZO
6/25/2019 Fang and Bone 6 APAC
6/25/2019 Pearson Specter Litt 2 NA
6/26/2019 Genco Pura Olive Oil Company 4 ANZO
6/26/2019 Pide Piper 8 NA
6/27/2019 Globex 7 NA
6/27/2019 PolyCon 9 NA
6/28/2019 Gregarious Simulation Systems 5 NA
6/28/2019 Prestige Worldwide 6 ANZO
7/1/2019 Rainholm Industries 2 NA
7/2/2019 Rand Enterprises 5 EMEA
7/18/2019 Veridian Dynamics 6 EMEA
7/19/2019 Tyrell Corp 4 ANZO
7/19/2019 Wayne Enterprises Inc 1 APAC
7/20/2019 Weyland Yutani 3 ANZO
7/21/2019 Yubaba 5 NA
Tip: Refresh All
 Date Region New Business Expansion Tip: Refresh All
5/18/2019 NA $ 6,794.00 $ 7,000.00
5/19/2019 NA $ 8,960.00 $ 8,000.00
5/20/2019 NA $ 4,563.00 $ 6,000.00
6/25/2021 NA $ 6,888.00 $ 4,000.00
6/26/2021 NA $ 1,977.00 $ 10,000.00
6/27/2021 NA $ 4,662.00 $ 12,000.00
6/28/2021 APAC $ 6,794.00 $ 13,000.00
6/29/2021 APAC $ 6,794.00 $ 11,000.00
6/30/2021 APAC $ 6,794.00 $ 5,931.00
7/1/2021 APAC $ 6,794.00 $ 6,942.00
7/2/2021 APAC $ 3,000.00 $ 155,222.00
7/3/2021 EMEA $ 4,765.00 $ 10,000.00
7/4/2021 ANZO $ 6,794.00 $ 10,000.00
7/5/2021 APAC $ 8,960.00 $ 8,000.00
7/6/2021 EMEA $ 4,563.00 $ 6,000.00
7/7/2021 ANZO $ 6,888.00 $ 4,000.00
7/8/2021 NA $ 1,977.00 $ 10,000.00
7/9/2021 NA $ 4,662.00 $ 12,000.00
7/10/2021 APAC $ 6,794.00 $ 13,000.00
7/11/2021 NA $ 8,960.00 $ 8,000.00
7/12/2021 APAC $ 4,563.00 $ 6,000.00
7/13/2021 APAC $ 6,888.00 $ 4,000.00
7/14/2021 EMEA $ 1,977.00 $ 10,000.00
7/15/2021 ANZO $ 4,662.00 $ 12,000.00
7/16/2021 APAC $ 6,794.00 $ 44,522.00
7/17/2021 EMEA $ 3,000.00 $ 1,490.00
7/18/2021 ANZO $ 4,765.00 $ 1,280.00
7/19/2021 NA $ 6,794.00 $ 900.00
7/20/2021 NA $ 5,065.00 $ 5,458.00
7/21/2021 APAC $ 6,794.00 $ 230.00
6/14/2019 NA $ 3,000.00 $ 2,840.00
6/15/2019 NA $ 4,765.00 $ 2,300.00
6/16/2019 NA $ 3,000.00 $ 1,222.00
Tip: Refresh All