Visao Geral do Painel

Analiticos 5 min de leitura

The SalesSheet.ai analytics dashboard is your command center for understanding sales performance at a glance. It brings together key metrics, pipeline health, team activity, and revenue trends into a single, customizable view. Whether you are a sales rep checking daily progress or a VP reviewing quarterly targets, the dashboard adapts to show you exactly what matters most. This guide walks you through every part of the dashboard and how to make it work for your workflow.

Dashboard customization with drag-and-drop widgets

Pre-requisitos

An active SalesSheet.ai account with at least Viewer permissions
At least one pipeline configured with active deals
Equipe members added to your organization (for team-level metrics)

Passo 1

Accessing the Analiticos Dashboard

After signing in to SalesSheet.ai, click the "Analiticos" icon in the left sidebar navigation. The dashboard icon looks like a bar chart and is located below the Contatos and Pipeline sections. You can also press the keyboard shortcut G then D (press G, release, then press D) to jump directly to the dashboard from anywhere in the application.

The dashboard loads with your most recently viewed configuration. If this is your first visit, you will see the default layout which includes the most commonly used widgets arranged in a two-column grid. The default view is designed for individual contributors and shows personal metrics. Managers and admins will see a team-level default view instead.

If your organization has multiple pipelines, the dashboard defaults to showing aggregate data across all pipelines. You can narrow the scope to a specific pipeline using the pipeline selector in the top-left corner of the dashboard. This filter persists across sessions until you change it.

Passo 2

Understanding Key Metrics

Analiticos dashboard showing key metric cards with revenue, pipeline value, and deal counts

The top section of the dashboard displays summary cards with your most important numbers. Each card shows the current value along with a comparison to the previous period, indicated by a green (up) or red (down) arrow with the percentage change.

The default summary cards include:

Total Revenue: The sum of all closed-won deal values within the selected date range. This is your realized revenue for the period.
Pipeline Value: The total value of all open deals across your active pipeline stages. This represents your potential revenue if every deal closes.
Weighted Forecast: Pipeline value adjusted by stage probabilities. This gives a more realistic projection of expected revenue based on historical conversion rates.
Deals Won: The count of deals moved to closed-won status in the current period. Hover over this card to see the average deal size and win rate.
New Deals Created: How many new opportunities were added to the pipeline. A healthy pipeline requires consistent deal creation to replace closed opportunities.
Average Deal Cycle: The mean number of days from deal creation to close for won deals. This helps you understand and predict your sales velocity.

Click any summary card to drill down into the underlying data. For example, clicking "Deals Won" opens a filtered list showing every deal that closed in the selected period, with details like close date, value, owner, and source.

Passo 3

Customizing Dashboard Widgets

Dashboard widget editor with drag-and-drop layout customization and widget library

Below the summary cards, the dashboard displays a grid of interactive widgets. Each widget visualizes a specific aspect of your sales data. To customize your layout, click the "Edit Dashboard" button in the top-right corner.

In edit mode, you can:

Add widgets: Click "Add Widget" to browse the widget library. Choose from over 20 pre-built widgets including pipeline funnel, revenue trend line, activity leaderboard, deal source breakdown, stage conversion rates, and more.
Remove widgets: Hover over any widget and click the X icon to remove it from your dashboard. Removed widgets can always be re-added later.
Rearrange widgets: Drag and drop widgets to reorder them. Widgets snap to a grid layout and automatically resize to fill available space.
Resize widgets: Grab the bottom-right corner of any widget to make it larger or smaller. Widgets can span one or two columns, and one to three rows.
Configure widgets: Clique no botao gear icon on any widget to adjust its settings. You can change the chart type, data source, filters, color scheme, and comparison period.

Click "Save Layout" when finished. Your customizations are saved to your user profile and persist across devices. Other team members have their own independent dashboard layouts.

Passo 4

Setting Date Ranges and Filters

The date range selector sits at the top of the dashboard and controls the time period for all displayed data. Click it to reveal preset options and a custom date picker.

Available preset ranges include:

Today: Activity and metrics from the current day only
This Week: Monday through the current day
This Month: First of the month through today
This Quarter: Current fiscal quarter to date
This Year: January 1 through today (or your fiscal year start date)
Last 7/30/90 Days: Rolling windows that update automatically each day
Custom Range: Pick any start and end date using the calendar picker

In addition to dates, you can apply global filters to narrow the dashboard to specific segments. Filter by deal owner, pipeline, deal source, tags, company size, or any custom field. Multiple filters can be combined. For example, set the date to "This Quarter" and filter by "Enterprise" company size and "Inbound" source to see only enterprise inbound performance this quarter.

Each comparison period shows alongside the current period to help you identify trends. By default, the dashboard compares to the equivalent previous period (this month vs. last month), but you can change the comparison to any prior period or disable it entirely.

Passo 5

Saving and Sharing Dashboard Views

Once you have configured your ideal dashboard layout with the right widgets, date ranges, and filters, save it as a named view for quick access. Clique no botao "Views" dropdown next to the date selector and select "Save Current View." Give your view a descriptive name like "Q1 Enterprise Pipeline" or "Weekly Equipe Review."

You can create multiple saved views for different purposes:

A daily personal view focused on your individual pipeline and tasks
A weekly team review view with leaderboards and activity metrics
A monthly executive view highlighting revenue trends and forecast accuracy
A pipeline health view showing stage distribution and conversion rates

To share a view with your team, click the share icon next to the saved view name. Shared views appear in other team members' Views dropdown and maintain the same layout and filters but display data according to each user's access permissions. This is ideal for standardizing the dashboard experience during team meetings.

Set any saved view as your default by clicking the star icon next to its name. Your default view loads automatically each time you open the dashboard.

Dica Pro: Dashboard Atalhos de Teclado

Speed up your dashboard navigation with keyboard shortcuts. Press R to refresh all widgets, F to toggle the filter panel, 1-9 to switch between your first nine saved views, and Esc to exit edit mode. Press ? on the dashboard to see the full list of available shortcuts.

Note on Data Freshness

Dashboard metrics update in real time as you create, edit, and close deals. However, some aggregate calculations like win rate trends and forecast accuracy may take up to 15 minutes to reflect recent changes. If you have just made a large batch update, wait a few minutes and refresh the dashboard to see fully updated numbers.

O que Esperar

After setting up your analytics dashboard, you will benefit from:

A single view of all critical sales metrics updated in real time
Quick identification of trends with period-over-period comparisons on every metric
Customized layouts that match your role and workflow, from individual rep to executive
Saved views that eliminate repetitive configuration before each team meeting
Drill-down capability from high-level numbers to individual deal details
Shared team views that create alignment around the same data during reviews

Most users find that spending 10-15 minutes setting up their initial dashboard layout saves them significant time each week by eliminating the need to manually pull reports or switch between multiple screens.

Solucao de Problemas

My dashboard shows no data or all zeros. What should I check?

First, verify that the date range selector is set to a period that contains deal activity. A common mistake is having the range set to "Today" when no deals have been created or updated today. Next, check if any global filters are applied that might be excluding all your data. Clique no botao filter icon and clear all filters to see if data appears. Finally, confirm that your pipeline has active deals with monetary values assigned. Deals without values will not appear in revenue-based widgets.

A widget is showing a loading spinner that never completes.

This usually indicates a temporary connection issue. Press R to refresh all widgets, or click the refresh icon on the specific widget. If the issue persists, try a hard refresh of your browser (Ctrl+Shift+R or Cmd+Shift+R). If you are using a very large date range with a high volume of deals, the query may be timing out. Try reducing the date range or applying filters to narrow the data set.

My saved view looks different than when I created it.

Saved views store the layout, widget configuration, and filters, but date ranges using relative presets like "This Month" or "Last 30 Days" will naturally show different data over time since they are rolling periods. If you need a fixed snapshot, use a custom date range instead. Also note that if a team admin has modified a shared view, those changes apply to all users. Check the view's last modified date in the Views dropdown to see if it was recently updated.