Alexander Ruin

AI Systems Design Consultant

Alexander Ruin — systems design consultant. I help design architecture, assess risks, and establish transparent processes — from technology selection to support. AI executors handle routine tasks. Areas: automation, integrations, AI products.

Sales Dashboard 2026: 7 Metrics and How to Build One with AI

A sales dashboard saves managers hours every day, yet most companies still compile reports manually. Here are 7 metrics every sales team dashboard needs.

Key Takeaways

  • Optimal number of metrics per screen is 4-10 (HubSpot)
  • Manual analysis eats 15-20% of working time
  • AI dashboard updates data and flags anomalies automatically

7 Metrics

  1. Revenue -- total and by channel
  2. Average Order Value -- upsell potential
  3. Conversion Rate -- lead to deal (B2B 5-15%, e-com 1-3%)
  4. Sales Pipeline -- where deals stall
  5. LTV -- lifetime revenue per customer, LTV/CAC > 3
  6. Plan vs. Actual -- spot shortfalls early
  7. ROI -- return per channel

Comparison

Method Setup Price
Excel 2-4 hours, manual Free
CRM reports 30 min from $50/mo
BI tools 2-5 days from $150/mo
SimpleDashboard 5 min $55/mo

3 Steps

1. Send your CRM export to @simpledashboard_bot. 2. Describe metrics: "revenue, AOV, conversion, pipeline, LTV, plan vs. actual, ROI." 3. Get a dashboard with KPI cards, charts, and filters.

FAQ

How many metrics? 4-10 -- more creates noise.

Can I add a funnel? AI builds a funnel from CRM export stages.

Better than CRM reports? Combines sources, selects visualizations, updates automatically.

See Also

$55/mo -- subscription | $330 -- one-time annual payment

Try for Free | SimpleDashboard

SimpleDashboard Team, 2026-02-22

Sources: - https://blog.salesai.ru/35-glavnykh-metrik-po-prodazham-kotoryye-neobkhodimo-otslezhivat-na-dashborde - https://rechka.ai/blog/metriki-prodazh/ - https://sales-generator.ru/blog/pokazateli-kpi-v-2025-godu/ - https://retailrocket.ru/blog/kljuchevye-metriki-ecommerce-kotorye-vazhno-otslezhivat/

About the service "AI-powered business dashboard builder"

A platform for creating analytical dashboards via AI chat. Upload CSV/Excel or connect an API, describe the metrics you need — get a ready-made dashboard with charts, KPIs, and filters. No coding required, in minutes.

Key Benefits:

  • No need for a programmer or BI analyst.
  • Dashboard ready in minutes, not weeks
  • AI itself suggests suitable visualizations
  • The data remains on your server
  • Integration with any sources via API
  • Automatic report update and distribution

Target Audience:

Leaders of small and medium-sized businesses Marketers and analysts Sales department managers Chief Financial Officers Product managers of startups

Use Cases:

💡 Sales Dashboard with Funnel and KPIs
💡 Marketing Analytics (Traffic, Conversions, ROI)
💡 Financial Dashboard (Revenue, Expenses, Forecasts)
💡 Operations Monitoring (orders, warehouse, logistics)
💡 CRM Analytics (leads, deals, pipeline)
💡 Management Reports for Executives