• 16K

    Customers

  • 3M

    Users

The only sales dashboard software you'll ever need

Everything your sales team needs to analyze performance, forecast revenue, and close deals faster, on one powerful platform.

Sales data sources and integrations with Zoho CRM, Salesforce, HubSpot, and 100+ connectors

Bring all your sales data together

Zoho Analytics eliminates the chaos of scattered data by pulling your sales data from every source into a single, unified view, so you always have the full picture, not just a fragment of it.

  • ✔ Native, one-click connectors for Zoho CRM, Salesforce, HubSpot, Pipedrive, and 100+ apps

  • ✔ Connect directly to SQL/NoSQL databases, data warehouses (BigQuery, Snowflake, Redshift), and data lakes

  • ✔ Import flat files (CSV, Excel) or set up live API feeds for any custom source

  • ✔ All data syncs automatically. No manual exports, no stale spreadsheets

Jumpstart analytics with 100+ pre-built dashboards

Why spend weeks building dashboards from scratch when the most important ones are already built for you? Our library of expert-designed dashboard examples gives your team instant visibility into pipeline health, sales rep performance, quota attainment, and more as soon as your data is connected.

  • ✔ Ready-made dashboards for every major CRM and sales platform

  • ✔ Covers all critical sales KPIs: win rates, deal velocity, pipeline coverage, churn, and revenue trends

  • ✔ Designed by industry experts. Not generic templates, but battle-tested sales analytics frameworks

  • ✔ Fully customizable: use them as-is or tailor them to fit your team's exact workflow

Pre-built sales dashboards and 50+ visualization types
Custom sales dashboard builder with drag-and-drop and team collaboration

Build custom dashboards instantly

Every sales team measures success differently. Our drag-and-drop builder lets anyone on your team create pixel-perfect dashboards without writing a single line of code.

  • ✔ 50+ visualization types: bar, funnel, heatmap, geo map, Gantt, KPI cards, and more

  • ✔ Simply drag data columns onto the canvas and your chart builds itself

  • ✔ Mix and match visualizations on a single dashboard for a complete view

  • ✔ Apply filters, drill-downs, and date comparisons with a click

Ask Zia, AI that actually helps

Most AI features sound impressive until you actually use them. Zia is different. Ask a question in plain English, like "Why did deals stall in Q3?" or "Create a dashboard for my APAC reps," and Zia does the work. It also explains what it means and what to do next.

  • ✔ Conversational Q&A: type any business question and get an instant, visual answer

  • ✔ Auto-generates complete dashboards from a single natural language prompt

  • ✔ Surfaces anomalies, trends, and forecasts you might have missed

  • ✔ Provides easy-to-read narrative insights.

Ask Zia AI conversational analytics for sales dashboards
Sharing and data blending for sales insights and reports

Share insights securely with your team

Get the right data in front of the right people, while keeping sensitive numbers out of the wrong hands. From real-time sharing to scheduled boardroom reports, collaboration is built in.

  • ✔ Granular role-based access: control who can view, edit, or export each dashboard

  • ✔ Comment and annotate directly on charts to capture context where decisions are made

  • ✔ Schedule automated email reports to stakeholders on your preferred intervals

  • ✔ Securely embed live dashboards in your CRM, intranet, or client portal

Create your sales dashboard in 3 simple steps

It is so easy that your sales teams themselves can build their dashboards. No IT team or data analysts required.
1

Connect your data

Choose from 100+ integrations including all major CRMs. One click and your sales data flows into Zoho Analytics automatically.

2

Build sales dashboard

Drag and drop data columns to create stunning visualizations. Or simply ask Zia: "Create a sales dashboard" and watch the magic happen.

3

Share & collaborate

Share dashboards with role-based permissions. Your team can comment, annotate, and make data-driven decisions together.

More powerful dashboard features for growing sales teams

Automated data sync

Keep your sales dashboards updated with automated data sync schedules. Analyze near real-time data without manual refreshes.

Data blending

Combine sales data with marketing, finance, and customer support data to understand the full revenue picture.

Intuitive visualization builder

Create stunning, interactive dashboards using a simple drag-and-drop interface designed for business users.

Advanced analytics

Go deeper with powerful capabilities like sales forecasting, what-if analysis, clustering, and anomaly detection.

Automated slideshow generation

Instantly turn dashboards into presentation-ready slides with automated slideshow generation.

AI-powered analytics

Leverage Zia's AI assistance throughout your analytics journey, from data preparation to insight discovery.

Pre-built sales dashboard templates for your team to get started

Sales and invoices dashboard from CRM
Leads dashboard for sales pipeline
Deals pipeline and sales performance dashboard

Hear what happy customers say about our sales dashboard software

See all testimonials
Connor Nobert, Director of Analytics and Technology at Pulse LLC
Connor Nobert
Director of Analytics and Technology, Pulse LLC

"Zoho Analytics gives us a superior edge over Power BI and Tableau, when it comes to the aesthetics of visualization. ‌We're very happy with Zoho's capability."

Steve Dubane, Founder & CEO of Wingman Media
Steve Dubane
Founder & CEO, Wingman Media

"Zoho Analytics created a tremendous amount of value for the agency and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring visualizations, and its shrewdness have given us the ability to retain clients.

Korvi Rakshand, Founder of JAAGO Foundation
Korvi Rakshand
Founder, JAAGO Foundation

"Our main intent was to make data-driven decisions. We use Zoho CRM and Zoho Books and we wanted to precisely analyze every single data point from these apps. So we fell back on Zoho Analytics. The visualization with data precision is impeccable and we are extremely happy with the Zoho suite of products."

ED Levis, Head of IT at NYC Navigator
ED Levis
Head of IT, NYC Navigator

"Data visualization is important for any BI tool. It's great to present data in a way that is meaningful to the audience, helping them quickly grasp the content. That's where Zoho Analytics is very strong. We now analyze our sales, operations, and finance using Zoho Analytics."

Daniel Franey, Director & Shareholder at Courier logistics limited
Daniel Franey
Director & Shareholder, Courier logistics limited

"With Zoho Analytics, the ability to visualize things became easy. Most of my managers now use Zoho dashboards and quickly create reports themselves. Its usability features, like easy drag and drop filters and drill down options, are top-notch."

Ben Smith, Advisor and former COO of Sugarfina
Ben Smith
Advisor and former COO of Sugarfina

"Zoho Analytics is the only product with the right mix of cost and value—with features like data visualization, integration, data blending, collaboration, user filters, drag and drop, geomaps, and much more at an affordable price"

Maurizio Pisana, IT Manager at Caffe Moak
Maurizio Pisana
IT Manager, Caffe Moak

"Zoho Analytics—being fast, simple, yet compelling BI software—made our lives easier for importing, integrating, and analyzing data. Visualization is another plus in this product, and dashboards are very appealing"

Connor Nobert, Director of Analytics and Technology at Pulse LLC
Connor Nobert
Director of Analytics and Technology, Pulse LLC

"Zoho Analytics gives us a superior edge over Power BI and Tableau, when it comes to the aesthetics of visualization. ‌We're very happy with Zoho's capability."

Steve Dubane, Founder & CEO of Wingman Media
Steve Dubane
Founder & CEO, Wingman Media

"Zoho Analytics created a tremendous amount of value for the agency and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring visualizations, and its shrewdness have given us the ability to retain clients.

Korvi Rakshand, Founder of JAAGO Foundation
Korvi Rakshand
Founder, JAAGO Foundation

"Our main intent was to make data-driven decisions. We use Zoho CRM and Zoho Books and we wanted to precisely analyze every single data point from these apps. So we fell back on Zoho Analytics. The visualization with data precision is impeccable and we are extremely happy with the Zoho suite of products."

ED Levis, Head of IT at NYC Navigator
ED Levis
Head of IT, NYC Navigator

"Data visualization is important for any BI tool. It's great to present data in a way that is meaningful to the audience, helping them quickly grasp the content. That's where Zoho Analytics is very strong. We now analyze our sales, operations, and finance using Zoho Analytics."

Daniel Franey, Director & Shareholder at Courier logistics limited
Daniel Franey
Director & Shareholder, Courier logistics limited

"With Zoho Analytics, the ability to visualize things became easy. Most of my managers now use Zoho dashboards and quickly create reports themselves. Its usability features, like easy drag and drop filters and drill down options, are top-notch."

Ben Smith, Advisor and former COO of Sugarfina
Ben Smith
Advisor and former COO of Sugarfina

"Zoho Analytics is the only product with the right mix of cost and value—with features like data visualization, integration, data blending, collaboration, user filters, drag and drop, geomaps, and much more at an affordable price"

Maurizio Pisana, IT Manager at Caffe Moak
Maurizio Pisana
IT Manager, Caffe Moak

"Zoho Analytics—being fast, simple, yet compelling BI software—made our lives easier for importing, integrating, and analyzing data. Visualization is another plus in this product, and dashboards are very appealing"

Understand your sales performance better. Improve it. Close deals faster.

Zoho Analytics gives your sales team the clarity they need to identify bottlenecks, optimize performance, and close more deals.

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Sales dashboard software FAQs

What is sales dashboard software?

  • Sales dashboard software is a business intelligence app that consolidates sales data from multiple sources (CRM systems, databases, spreadsheets) into visual dashboards. It helps sales teams track KPIs, analyze performance, and make data-driven decisions in real-time.

Which CRM platforms does your sales dashboard software integrate with?

  • Our sales dashboard software natively integrates with Zoho CRM, Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, and 100+ other business applications, plus databases and data warehouses.

Do I need technical skills to create sales dashboards?

  • No. Our sales dashboard software features an intuitive drag-and-drop builder that requires zero coding. Sales teams can create custom business dashboards independently, or use our AI assistant to generate dashboards with simple text prompts.

How often does the sales data update in the dashboards?

  • Our sales dashboard software supports automated data synchronization with customizable intervals. You can set sync schedules from hourly to daily based on your needs.

Can I share sales dashboards with my team securely?

  • Yes. The sales dashboard software includes granular access controls, allowing you to share dashboards with specific team members or departments. Features include role-based permissions, secure embedding, scheduled email reports, and collaborative commenting.

How to make sales reporting easier?

  • Connect your CRM to a sales dashboard tool like Zoho Analytics. Use pre-built report templates, automate data sync, and let AI generate reports instantly, which eliminates manual data pulls and gives your team always-current insights without extra effort.

What sales metrics can be tracked in sales dashboard software?

  • Track win rates, deal velocity, pipeline coverage, quota attainment, revenue by rep/region, average deal size, lead conversion rates, sales cycle length, churn, and forecast accuracy. All these metrics are updated automatically from your connected CRM and sales tools.

What are the best free sales dashboard software options?

  • Zoho Analytics offers a free plan with core dashboard features. Other options include Google Looker Studio (free, limited CRM integrations) and Power BI.

How to choose a sales dashboard for enterprise sales reporting?

  • Prioritize deep CRM integrations, role-based access controls, and scalable data handling. Look for automation, AI-driven insights, and embedded analytics. Ensure enterprise-grade security and SSO support. Zoho Analytics checks all these boxes, built for teams that can't afford reporting blind spots.
 

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