Sales Dashboards & Reporting in CRM

Struggling to make sense of your sales data?

In this on-demand webinar, discover how to build powerful sales dashboards and reporting in CRM to unlock performance insights and drive smarter decisions.

Whether you’re a sales leader, CRM user, or marketing manager, you’ll learn how to transform raw data into actionable reports using Gold-Vision CRM. From opportunity breakdowns to forecasting trends, we’ll show you how to visualise what matters most.

Webinar highlights: Forecasting with Gold-Vision

Part 1: Introductions & agenda

Host: Welcome! Today we’re talking about custom dashboards, real-time insights, sales reporting, data-driven decision-making, and integrations with Data Bridge and Power BI.

Alex: Starting with a forecasting dashboard. I’ll demonstrate how to create widgets—like a count widget and a column chart.

Part 2: Creating Widgets – count & column

Alex: Count widgets show total active opportunities. Column charts can break down data by owner or stage, useful for visual comparisons across the team.

Part 3: Visualising trends & clean data

Alex: Clean dashboards vs. messy ones—bad data (like overdue opportunities) can distort forecasts. Drill down by month or stage to investigate trends.

Part 4: Managing opportunities & identifying data issues

Roisin: Dashboards help you see patterns, outdated opportunities, and missing data. Personal dashboards give users ownership over their pipeline.

Part 5: Load times & dashboard limits

Roisin: Load time depends on data size. Use filters to streamline large dashboards. Reach out to support if needed.

Amanda: Are there data limits?

Roisin: Filter by date, value, or user. Too much data may prevent a dashboard from loading properly.

Part 6: Sales reporting made simple

Roisin: Break down reports by user and region. Alex shows a donut chart segmented by owner. Forecasts can be individualised and span multiple years.

Part 7: Target charts & gauge charts

Roisin: Use KPI target lines to track progress. Gauge charts show progress for individuals or teams. Useful for tracking sales, upsells, or team targets.

Part 8: Building & editing widgets

Roisin: Alex demonstrates editing a clean pipeline widget. Filters used: Open/Closed Won, grouped by month, and value set on the Y-axis.

Part 9: Scenario-based reporting

Alex: Demonstrates a report for New Business opportunities. Filters data, groups by owner, and builds a downloadable report for managers.

Part 10: Exporting reports

Roisin: Reports can be exported to Excel, Word, or PowerPoint. Static data feeds support integration with tools like Power BI.

Part 11: Data bridge & importing data

Roisin: Use Data Bridge to import external data into Gold-Vision for full visibility and reporting. Especially useful for aligning third-party data with CRM records.

Part 12: OData & Power BI integration

Roisin: Gold-Vision integrates with Power BI, Tableau, and other tools via OData. Dashboards from external tools can be embedded back into Gold-Vision via iFrame.

Part 13: Live Q&A and final takeaways

Audience: Questions on matching data and combining tables.

Roisin: Some combinations not possible in one widget, but Power BI allows more advanced reporting. Follow-up sessions will be arranged.

Takeaways: Dashboards help tell the story behind your data. Better forecasting = better outcomes. And yes, we use all this ourselves!