Sales Dashboard

Turn your sales data into action—because the best decisions don’t wait for reports.

The Problem

Sales data lives everywhere—CRM, ERP, spreadsheets—and none of it agrees.


Forecasts swing wildly, funnel clogs go unnoticed, and managers spend hours stitching reports instead of coaching. By the time red flags surface, the quarter is already lost.

The LeanGo Solution

  • Unified Data Hub – We connect CRM, ERP, and finance sources into a single Power BI model, giving everyone one version of the truth—refreshed automatically.

  • Live Forecast & Funnel Views – Weighted pipeline, win‑rate trends, and stage‑by‑stage conversion charts spotlight gaps weeks earlier.

  • Action‑Ready Insights – Drill‑downs by rep, product, or region reveal margin leaks and low‑touch deals in seconds.

  • Smart Alerts – Thresholds on bookings, churn, or discount rates trigger instant notifications so you can fix issues mid‑month, not post‑mortem.

  • Built‑in CI Workflow – Every visual links to LeanGo A3s and Kaizen tasks, turning insights into countermeasures without leaving Power BI.

Stop chasing spreadsheets—start steering revenue with real‑time, continuous‑improvement analytics.

What is the Sales Dashboard?

LeanGo’s Power BI Sales Dashboard is your real‑time control center:

  • One Live View – CRM, ERP, and finance data synced automatically

  • Pipeline & Forecast – See health, velocity, and gaps at a glance

  • Rep Performance – Quota, activities, and margin side‑by‑side

  • Instant Drill‑Downs – Filter by product, region, or deal with a click

  • Continuous Improvement – Link insights to LeanGo A3s and Kaizen tasks

All the sales answers you need, in one interactive screen.

Why Choose LeanGo?

Lean Expertise Built‑In

Our team blends deep Continuous Improvement experience with advanced Power BI skills, so your dashboard delivers insight and drives action.

Turn‑Key Delivery

We handle the full pipeline—data connection, cleansing, modeling, and visualization—freeing your team to focus on strategy, not spreadsheets.

Insight‑to‑Action Workflow

Each visual drills into root causes and links to A3 or Kaizen tasks, making it easy to translate findings into measurable improvements.

Rapid Time‑to‑Value

Proven connectors and ready‑made templates mean you’re up and running in weeks, not months.

Sustainable Adoption

We coach sales leaders and reps on integrating analytics into daily huddles, forecast reviews, and PDCA cycles—ensuring the dashboard becomes a habit, not shelfware.

LeanGo pairs world‑class analytics with a practical Lean toolkit, giving your team the clarity and confidence to accelerate revenue growth.

Ready to See It in Action?

Let’s turn “maybe later” into measurable results—starting today.

Request a demo and we’ll show you exactly how the LeanGo Sales Dashboard can sharpen forecasts and unlock hidden revenue.

Let’s get started—your next revenue win is one conversation away.