How to Build Sales Metrics Dashboards Guide

For Early-Stage B2B AI & SaaS Startups

Struggling to make sense of your sales data? This guide shows you exactly how to build two powerful dashboards — for Sales Rep Performance and Revenue Operations — so you can turn scattered data into sharp insights and predictable growth.

Download this FREE guide, and you'll get a framework that gives you the KPIs that actually matter for B2B SaaS and AI companies.

What You’ll Get When You Download

 

Sales Rep Performance Dashboard

✓ Track activity, effort, and output across every rep

✓ Identify underperformance and coaching opportunities early

✓ Monitor deal flow, stage velocity, and forecast accuracy

 

Revenue Operations Dashboard

✓ Get a clear view of recurring revenue, churn, and growth

✓ Measure CAC, LTV, pipeline velocity, and revenue per employee

✓ Align teams with metrics that support long-term scale

Built for Founders Who

 

✓ Are pre or post product-market fit

✓ Sell to mid-market or enterprise buyers

✓ Don’t have time (or budget) to figure out GTM alone

✓ Need a repeatable system to generate qualified pipeline

Ready to Unlock Sales Performance

Download your free copy now and get started today.

What Customers Say About Us

"If you can use sales automation in place of hiring more sales reps to generate revenue that’s really good, and that’s something that did happen for us. It’s hugely beneficial to help grow our margins and revenue without having to hire and train more sales reps. I would recommend Revvy to anyone."

Jesse K., Co-Founder @ Contend Capital

"It's a shame when a business is limited on what they can do because of technology. With HubSpot and Revvy, we can come up with any offering we want. Now, we can focus on new revenue streams... Between the savings on man hours, opportunity costs, and new revenue, we've significantly outgained our investment."

David W., Co-Founder @ 80/20 Endurance

"Once Revvy came in and showed us all the things we could do with HubSpot, it completely changed our business. I think for me the biggest impact was to the sales team. I can now scale my sales team with HubSpot, and I never would have been able to do that without Revvy."

Sarah D., COO @ Hitch

Our Certifications

Solutions Partner-1 Revenue Operations-1 Solutions Architecture Architecture 1 Architecture 2 Data Integration Integrating HubSpot 1 Data Migration-1 Inbound-1 Marketing Hub Software Marketing Hub Implementation Sales Hub Software Sales Hub Implementation Delivering Sales Services Service Hub Software-1