Searching for the ultimate guide to sales dashboards? You just landed on the right page. From unveiling key performance metrics to tracking pipeline progress in real time, a well-designed dashboard transforms raw data into actionable insights. And when it comes to powering those insights, nothing beats Close CRM—the all-in-one platform built for growing teams that need fast, automated solutions for managing leads, calls, emails, and more.

You’ve probably felt the pain of juggling multiple tools that don’t sync, struggling to keep your data current, and missing out on crucial metrics hidden in spreadsheets. I’ve been there too, and that’s why I trust Close CRM, an award-winning system used by thousands of teams worldwide. With intuitive setup, lightning-fast performance, and seamless automation, it’s tailor-made to help you build and optimize your sales dashboards with ease. Ready to get started? Try Close Free for 14 days Today and see how it revolutionizes your data tracking and deal-closing process.

What is Close CRM and How It Empowers Sales Dashboards?

Close CRM is a customer relationship management platform designed to centralize your entire sales process. At its core, it consolidates calls, emails, SMS, task lists, and lead pipelines into one cohesive interface—ensuring that every metric you need for powerful sales dashboards is right at your fingertips. Unlike traditional CRMs that require users to jump between separate modules or third-party tools, Close CRM integrates essential functionalities natively, so your dashboards stay accurate and up to date without manual effort.

By offering real-time data updates, customizable reports, and a streamlined UI, Close CRM makes it simple to visualize conversion rates, stage durations, and activity levels. With built-in filters and activity tracking, you can drill down into specific segments—whether you’re measuring cold outreach success, monitoring demo requests, or analyzing follow-up efficiency. The result? Sales dashboards that not only display numbers but also reveal actionable insights to help your team close deals faster.

Close CRM Overview

Founded by a team of seasoned sales professionals frustrated with clunky, developer-focused tools, Close CRM launched in 2013 with a mission to create a CRM that actual salespeople love using. From day one, the founders prioritized speed, simplicity, and seamless communication features. The company grew quickly as early adopters praised its power dialer and integrated email sequences, sparking a wave of word-of-mouth referrals.

Over the years, Close CRM has expanded its feature set to include AI-powered email drafting, advanced workflow automations, predictive analytics, and customizable activity types. It now serves thousands of customers, ranging from solo entrepreneurs to enterprise teams, and has earned accolades for product design and customer satisfaction.

Pros and Cons of Close CRM for Sales Dashboards

High-Speed Interface: Users consistently report that Close CRM feels up to 50% faster than competing CRMs. This speed ensures your sales dashboards refresh almost instantly, enabling real-time decision-making.

All-In-One Communication: With built-in calling, emailing, and SMS, there’s no need to buy or maintain separate tools. Your activity metrics and engagement rates feed directly into your dashboards.

Intuitive Setup: Most teams go from sign-up to active pipeline management in a matter of hours, not weeks. This rapid onboarding accelerates the time it takes to populate your sales dashboards with meaningful data.

Custom Activity Types: Track unique events like web demos, contract signings, or product tours. Customize your dashboards to reflect the stages that matter most to your business model.

Advanced Filters & Reporting: Build granular filters to segment leads, analyze rep performance, and uncover process bottlenecks—all displayed in clear, visual dashboards.

Workflow Automations: Reduce manual admin tasks, from follow-up reminders to lead assignment, ensuring your dashboards reflect true activity rather than outdated logs.

Cons:

Some advanced features like predictive dialer and role-based permissions are only available in higher-tier plans, which may be restrictive for very small teams on a budget.

While the interface is user-friendly, deeper customization options require a learning curve for non-technical users who want to leverage API integrations.

Features to Enhance Your Sales Dashboards

Close CRM offers a robust feature set that enriches your sales dashboards with accurate, actionable information. Below are some of the standout features that drive better visibility into your pipeline and team activity:

Power Dialer

Accelerate your calling cadence with an integrated power dialer. Make hundreds of calls per hour while tracking call outcomes and durations.

• Automatic call logging for real-time dashboard updates
• Local presence dialing to increase answer rates
• Voicemail drop to save time

AI Email Assistant

Draft personalized outreach at scale using AI suggestions, then track opens, clicks, and replies seamlessly.

• AI-generated subject lines and email copy
• Bulk send with individual tracking for accurate dashboard metrics
• Automated follow-up sequences based on engagement triggers

Custom Activities & Pipelines

Define your unique sales stages and activities to match your process. Your dashboards reflect the stages you actually use.

• Create unlimited pipelines for different products or regions
• Track custom activity types like demos, proposals, or renewals
• Visualize funnel conversion rates at each stage

Built-In Calling, Email & SMS

Centralize all outreach within Close CRM so your dashboards capture every touchpoint.

• Click-to-call from any lead record
• Inline email composer with templates and scheduling
• Two-way SMS for quick, personal follow-ups

Advanced Lead & Activity Filters

Slice and dice your data with complex filters, then save them for recurring dashboard views.

• Filter by lead source, tags, or custom fields
• Segment activities by date range, outcome, or owner
• Save filter sets for common dashboard reports

Automated Workflows

Eliminate manual tasks with rule-based automations that keep your data fresh and your dashboards accurate.

• Auto-assign leads based on territory or workload
• Trigger email/SMS follow-ups after calls
• Update lead statuses automatically as activities complete

Close CRM Pricing

Close CRM offers flexible, seat-based pricing to fit teams of all sizes. Every plan comes with a 14-day free trial, unlimited contacts, multiple pipelines, and core communication features.

Solo Plan

Price: $9/month

Ideal for individual users or solopreneurs just getting started.

• Unlimited leads and contacts
• Built-in calling, emailing, and SMS
• Basic reporting and activity tracking

Essentials Plan

Price: $49/seat/month

Ideal for small teams needing robust pipeline management.

• Everything in Solo, plus:
• Advanced lead and activity filters
• Centralized inbox and task lists
• Multiple pipelines and custom fields

Growth Plan

Price: $109/seat/month

Popular choice for teams requiring automation and AI tools.

• Everything in Essentials, plus:
• Automated workflows
• Power Dialer
• AI Email Assistant
• Custom activities

Scale Plan

Price: $149/seat/month

Designed for scaling organizations with complex processes.

• Everything in Growth, plus:
• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer
• Unlimited call recording

Why Close CRM Is Best for Your Sales Dashboards

Whether you’re a one-person shop or a global sales force, Close CRM adapts to your needs and surfaces the metrics that matter. Here’s how different teams leverage it:

Small Teams

Small sales teams gain executive-grade dashboards without the enterprise price tag. Real-time updates keep everyone aligned, even when you’re wearing multiple hats.

Mid-Size Growth Departments

As your team grows, Close CRM’s automations reduce manual tasks and maintain data integrity. Your sales dashboards evolve from simple activity logs to predictive pipelines.

Large & Scaling Organizations

With role-based permissions, lead visibility rules, and advanced analytics, enterprise teams can segment data across regions or business units while preserving governance and compliance.

Benefits of Using Close CRM for Sales Dashboards

• Real-Time Visibility: Never wait for stale spreadsheet updates. Close CRM pushes data instantly to your dashboards so you always see current performance.
• Centralized Communications: All calls, emails, and SMS interactions feed directly into your dashboard metrics, providing a complete activity log.
• Customizable Metrics: Track the stages, activities, and KPIs unique to your process for dashboards that reflect your business reality.
• Reduced Manual Work: Workflow automations handle admin tasks, letting you focus on selling rather than data entry.
• Scalable Architecture: As data volume grows, Close CRM maintains speed and reliability, ensuring your dashboards never lag.
• Actionable Insights: Built-in reporting and filter tools let you identify bottlenecks, top performers, and emerging trends at a glance.

Don’t wait to elevate your analytics—Try Close Free for 14 days Today and experience the difference for your sales dashboards.

Customer Support

Close CRM prides itself on exceptional customer support with 24/5 availability via live chat and email. Whether you need help setting up custom pipelines or troubleshooting a workflow, a dedicated support agent is ready to assist.

For more in-depth guidance, users can schedule one-on-one onboarding calls or join live webinar sessions. The support team also maintains a detailed knowledge base and community forum to address common questions and share advanced strategies.

External Reviews and Ratings

Across popular review sites, Close CRM consistently earns high marks for ease of use, speed, and support. Users praise the intuitive interface and powerful calling features, noting significant boosts in productivity.

On the flip side, a few reviews mention the learning curve associated with advanced customization and integrations. Close CRM addresses these concerns by offering extensive documentation, video tutorials, and responsive support to guide users through complex setups.

Educational Resources and Community

Beyond one-on-one support, Close CRM offers a wealth of educational content. The official blog covers best practices in sales management, dashboard optimization, and AI adoption. Weekly webinars dive into topics like pipeline forecasting and automation hacks.

The Close CRM community forum is a vibrant space where sales leaders exchange tips, script templates, and integration workflows. Regular meetups and virtual events foster peer-to-peer learning and networking.

Conclusion

Building effective sales dashboards doesn’t have to be a chore. With Close CRM’s unified platform, powerful automations, and real-time analytics, you can transform scattered data into clear, actionable insights. Mid-size teams and enterprises alike benefit from customizable pipelines, advanced filters, and seamless communication tools—all designed to feed your dashboards with accurate, up-to-the-minute metrics. Whether you’re tracking call volume, response rates, or conversion timelines, Close CRM keeps every data point in context, so you make smarter decisions faster.

Ready to revolutionize your sales reporting? Try Close Free for 14 days Today and start building dashboards that truly drive revenue growth.