Introduction

In the fast-paced world of sales, having real-time insights into your team’s performance is essential. A well-designed sales dashboard consolidates key metrics into a single, easy-to-understand view, empowering you to make data-driven decisions quickly.

While Google Sheets is a powerful and free tool for building dashboards, manually importing and updating sales data can be tedious and error-prone. That’s where Superjoin comes in—a free add-on that automates data import from your CRM and other sales platforms directly into Google Sheets, keeping your dashboard always up-to-date without manual effort.

This comprehensive guide will walk you through building a dynamic sales dashboard in Google Sheets, leveraging Superjoin to automate data import, organize your data, create visualizations, and share insights with your team.

What Is a Sales Dashboard in Google Sheets?

A sales dashboard is a visual interface that displays your sales data and key performance indicators (KPIs) in one place. It helps you track total sales, monitor growth, analyze pipeline health, and evaluate team performance.

Using Google Sheets for your dashboard offers:

• Cost-effectiveness: Free and accessible anywhere.

• Collaboration: Real-time sharing and editing.

• Customization: Flexible formulas, charts, and layouts.

• Automation: With Superjoin, data syncs automatically from multiple sources.

Understanding Sales Dashboards

Before we dive in, let’s clarify what a sales dashboard is and why it matters.

A sales dashboard is a visual display of your key sales metrics, typically updated in real time or near-real time. It helps you:

• Monitor sales performance at a glance

• Identify top performers and laggards

• Spot trends and seasonality

• Make data-driven decisions, fast

Common sales metrics to track:

• Total sales (revenue)

• Sales growth (month-over-month, year-over-year)

• Win rate (deals closed vs. deals lost)

• Average deal size

• Sales by product, region, or salesperson

• Pipeline value and conversion rates

Step 1: Import Sales Data Using Superjoin

Instead of manually exporting CSVs from your CRM or sales tools, use Superjoin to automate the data import process.

Why Use Superjoin?

• Connects to 30+ platforms including HubSpot, Salesforce, Stripe, Shopify, and more.

• Pulls data directly into Google Sheets with just a few clicks.

• Supports scheduled refreshes, so your data stays current hourly or daily.

• No coding required—easy setup for anyone.

How to Get Started

1. Install the Superjoin add-on from our website.

2. Connect your sales platform account (e.g., HubSpot) to Superjoin.

3. Select the data tables or reports you want to import (e.g., deals, contacts, sales).

4. Import the data into a dedicated tab in your Google Sheet.

5. Set up automatic refresh schedules to keep your data updated.

Connect Hubspot to Google Sheets

Connect Salesforce to Google Sheets

Step 2: Organize and Prepare Your Sales Data

Once your data is imported, organize it for analysis:

• Create separate tabs for Raw Data, Calculations, and Dashboard.

• Clean data if needed (remove duplicates, fix formatting).

• Use formulas to calculate key metrics such as:

  • Total Sales: =SUM('Raw Data'!E2:E1000)

  • Sales by Region: =SUMIF('Raw Data'!C2:C1000, "North", 'Raw Data'!E2:E1000)

  • Average Deal Size: =AVERAGE('Raw Data'!E2:E1000)

  • Win Rate: =COUNTIF('Raw Data'!F2:F1000, "Won") / COUNTA('Raw Data'!F2:F1000)

• Build summary tables in the Calculations tab to aggregate data by product, salesperson, or time period.

Step 3: Design Your Sales Dashboard Layout

Plan your dashboard layout before building it:

• Identify Your Audience: Sales reps may want individual performance metrics; managers need team and regional summaries; executives prefer high-level KPIs.

• Select Key Metrics: Focus on 5-10 KPIs such as total sales, sales growth, win rate, average deal size, sales by product/region, pipeline value, and conversion rates.

• Sketch Your Layout: Place top-level metrics and charts at the top, with detailed breakdowns below.

  
  

Step 4: Create Visualizations in Google Sheets

Bring your data to life with charts and interactive elements:

• Highlight your summary data and go to Insert > Chart.

• Choose appropriate chart types:

  • Bar Chart: Sales by product or region.

  • Pie Chart: Win vs. loss ratio.

  • Line Chart: Sales trends over time.

  • Funnel Chart: Pipeline stages and conversion rates.

• Customize chart titles, colors, and labels for clarity.

• Use Data > Create a filter or Insert > Slicer to add interactivity, allowing users to filter data by date, region, or salesperson.

• Apply conditional formatting to highlight key insights, such as sales below target.

  
  

Step 5: Share and Collaborate

Google Sheets makes sharing easy:

• Click Share and set permissions for view or edit access.

• Collaborate in real time with your team.

• Use comments to discuss insights or flag issues.

• Track changes with Version History to revert if needed.

  
  

Why Superjoin Is a Game-Changer for Your Sales Dashboard

• Automated Data Sync: No more manual exports or copy-pasting. Superjoin keeps your data fresh.

• Multi-Source Integration: Combine data from CRM, billing, marketing, and support tools for a holistic view.

• Scalability: Works with small teams or enterprise-level data volumes.

• Ease of Use: Designed for non-technical users with simple setup and intuitive interface.

By integrating Superjoin into your Google Sheets workflow, you save time, reduce errors, and empower your team with reliable, real-time sales insights.

Conclusion

Building a sales dashboard in Google Sheets is straightforward and powerful - especially when combined with Superjoin’s automated data import capabilities. You get a customizable, collaborative, and always up-to-date dashboard that helps your sales team stay aligned and focused on what matters.

Start by installing Superjoin, connect your data sources, organize your data, build insightful visualizations, and share your dashboard with your team. With this approach, you’ll transform raw sales data into actionable intelligence that drives growth.

Say Goodbye to Tedious Data Exports! 🚀

Are you tired of the hassle of manually moving data from various tools into Excel? Superjoin has a solution for you.

Superjoin is an Excel add-in that automatically connects your favorite SaaS tools to your spreadsheets. It pulls data directly into Excel, allowing you to create reports that update themselves without any manual work on your part.

Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add one additional day to your week. Try Superjoin for free or schedule a demo.