Free sales dashboards with KPI

Bitrix24 #1 free CRM with sales KPI dashboards

Are you looking for sales dashboards, templates, metrics and KPIs? Look no further. Bitrix24 is the world’s most popular free CRM (used by over 6 million organizations) and sales dashboards are included 100% free of charge. Which, technically speaking, makes Bitrix24 the world’s most popular free sales dashboard software.

So, what are sales dashboards anyway?

There is no official definition of a sales dashboard, but in practical terms it is a graphical representation of the most important sales metrics and KPIs combined in a single place. Here is a sales dashboard example for deals. Here is a sales dashboard example for leads. Here is an example of a custom sales dashboard.

Simple, isn’t it? After all, the entire purpose of a sales dashboard is to make all relevant sales information visible and understandable at the same time. 

Sales dashboards can be divided into two categories. Agent dashboards and supervisor dashboards. Agent dashboards show sales data for a single agent. The person with access to this dashboard sees his or her sales report dashboard only. Supervisor dashboard show sales data for the entire company or department AS WELL AS performance of every sales rep.

Sales dashboards in Bitrix24 are customizable, because sales metrics and KPI may differ from business to business. The following metrics are usually included in sales KPI dashboards 

  • Total sales

  • Total deals

  • Deals in progress

  • Unpaid invoices

  • Close rate

  • Sales velocity

  • Activities (calls, emails, meetings)

  • Marketing ROI

  • Deals per agent

  • And many others

It’s strange some folks are looking for Excel sales dashboards in 2020 when there are fully automated and free solutions. So, if you are ready to build your very first sales dashboard and get free CRM, Bitrix24 is just a click away.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic features

  • Free for up to 12 users
  • 5GB free online storage
  • Full sales cycle
  • Sales reporting
  • Email and telemarketing
  • Task and document management
  • Free mobile apps for iOS and Android
  • API and source code available

Sales Tracking / Sales Management

Bitrix24 is a full sales cycle management solution, aka “lead to deal”. This means that you start with prospects, push them through your sales funnel, until they become paying clients and then repeat customers. There are a number of sales tracking tools that help you increase your conversion rates and customer life-time value, as well as help your sales agents meet their quotas. Learn more

Sales Tools

  • Quotes
  • Invoices
  • Product catalog
  • Email marketing
  • Telemarketing
  • Call center
  • Learn more

Sales Reporting

  • Activity by agent
  • Sales by agent
  • Leads by stages
  • Sales funnel
  • CRM activity stream
  • Custom field reports
  • Report templates

Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self Hosted page.

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