Searching for the ultimate guide to sales dashboards? You just landed on the right page. In this comprehensive resource, I’ll walk you through everything you need to know about building, interpreting, and leveraging powerful sales dashboards to boost revenue. Along the way, I’ll show you how Close CRM makes it fast and painless to get actionable insights from your data.

I know firsthand how overwhelming it can be to wrangle multiple spreadsheets, tools, and manual reports just to see your team’s performance. Years in the market have taught me that simplicity and speed matter—so I recommend Close CRM, trusted by growing teams worldwide. No more wasting hours on setup: you can Try Close Free for 14 days Today and see results in hours, not weeks.

What is Close CRM?

Close CRM is an all-in-one customer relationship management platform built specifically for fast-moving sales teams. It consolidates calling, emailing, SMS, follow-ups, and pipeline tracking into a single interface—eliminating tool sprawl and context switching. When your goal is to close more deals, having every touchpoint and metric at your fingertips turns raw data into revenue-driving insights.

Close CRM Overview

Close CRM began with a simple mission: make sales software that salespeople actually love to use. Founded by former entrepreneurs frustrated by clunky tools, Close CRM focused on speed from day one. The user interface was engineered to load 50% faster than competing CRMs, which translates directly into more calls logged, emails sent, and follow-ups completed.

Over the years, Close CRM has added advanced automation, AI-powered email assistance, and dialer upgrades—while keeping setup time measured in hours, not months. Today, hundreds of small and midsize teams rely on Close CRM to maintain momentum and never let a lead fall through the cracks.

Pros and Cons

Pros:

Speedy Performance: Pages load in milliseconds, so reps spend less time waiting and more time selling.

All-in-One Workflow: Calling, emailing, SMS, and tasks live under one roof—no more app hopping.

Easy Setup: Get started in hours without developer resources or complex integrations.

Powerful Automations: Automated follow-ups and activity tracking free your team from manual admin work.

Highly Customizable: Build multiple pipelines, custom activities, and lead filters tailored to your process.

Seamless Integrations: Connect with over 1,000 apps via Zapier or native APIs for marketing, support, and data enrichment.

Cons:

Some advanced reporting features require Growth or Scale plans, which may be overkill for very small teams.

Users new to CRM concepts may need an hour-long onboarding session to learn best practices.

Features

Close CRM’s feature set is designed to supercharge every stage of your sales cycle. Below are the core capabilities that make it a standout solution for sales dashboards and analytics.

Built-in Calling & Email

Make and receive calls directly in the browser, and track every conversation without external devices.

• Local presence dialing to boost answer rates
• Call recording and transcription for training and compliance
• In-app email composer with templates and tracking

Multiple Pipelines & Advanced Filters

Create as many pipelines as you need to support different products, regions, or segments.

• Drag-and-drop stage changes and bulk actions
• Custom filters on lead score, activity date, and owner
• Visual pipeline overview for at-a-glance performance

Automated Workflows

Automations streamline repetitive tasks so reps stay focused on selling.

• Auto-reminders for follow-ups
• Task creation based on email opens or calls not made
• Lead routing rules to assign prospects to the right rep

Power Dialer & Predictive Dialer

Boost dials per hour with built-in dialing features tuned for high-velocity teams.

• Power Dialer for one-click sequential dialing
• Predictive Dialer to maximize connect rates
• Real-time call analytics integrated into dashboards

AI Email Assistant & Custom Activities

Leverage AI to craft personalized outreach and log non-standard sales actions.

• AI-generated email subject lines, intros, and follow-up sequences
• Define custom activity types like demos, webinars, or onsite visits
• Activity-based reporting for in-depth funnel analysis

Close CRM Pricing

Whether you’re a solo rep or scaling fast, there’s a plan built for your needs. Try Close CRM free for 14 days to experience everything firsthand.

Solo Plan

Price: $9/month

Ideal for: Individual sales reps who need core CRM features on a budget

• Unlimited contacts and leads
• Basic email and calling
• Multiple pipelines

Essentials Plan

Price: $49/seat/month

Ideal for: Small teams that need reliable CRM fundamentals

• Centralized inbox and task lists
• Advanced lead & activity filters
• Email templates and basic reporting

Growth Plan (Popular)

Price: $109/seat/month

Ideal for: Teams needing automation to scale efficiently

• Automated workflows
• Power Dialer and AI Email Assistant
• Custom activities and reporting dashboards

Scale Plan

Price: $149/seat/month

Ideal for: Scaling organizations with role-based security requirements

• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer and unlimited call recording

Close CRM Is Best For

From one-person shops to growing sales departments, here’s who benefits most:

Small Teams

If you have 1–5 reps, the Solo or Essentials Plan gives you an affordable, unified workspace—no need to juggle separate dialing, email, and task apps.

High-Velocity Sales Teams

For SDRs and business development teams making hundreds of calls daily, the Growth Plan’s automations and Power Dialer boost productivity and pipeline velocity.

Scaling Organizations

When your sales org grows beyond 10+ reps, the Scale Plan adds granular controls, visibility rules, and predictive dialing to keep operations smooth and compliant.

Benefits of Using Close CRM

• Unified Data View: All call, email, and SMS data in one place drives more accurate sales dashboards.
• Time Savings: Automations eliminate manual follow-up tasks, freeing reps to focus on conversations.
• Better Conversion Rates: Automated reminders and sequences ensure no lead is forgotten.
• Improved Forecasting: Clear pipeline stages and activity metrics make revenue predictions more reliable.
• Scalable Process: From solo users to large teams, features scale with your business without adding complexity.

Customer Support

Close CRM offers responsive support via live chat, email, and an extensive knowledge base. Most inquiries receive a reply within a few hours, and the help center is packed with step-by-step guides and video tutorials.

Dedicated onboarding specialists assist Growth and Scale customers, ensuring you’re set up with best practices for custom automations, pipeline configurations, and reporting dashboards.

External Reviews and Ratings

On popular review sites, Close CRM averages 4.7 out of 5 stars. Users rave about the platform’s speed, intuitive interface, and automation capabilities. Many highlight how easy it was to migrate from legacy CRMs without losing data.

Some customers note a learning curve around advanced automation workflows, but report that support and documentation quickly close any gaps. Ongoing feature updates continue to address top user requests.

Educational Resources and Community

Close CRM maintains an active blog, regular webinars, and on-demand video tutorials covering best practices in sales management and dashboard design. The online community forum allows users to share templates, workflows, and custom reports.

Additionally, Close CRM hosts quarterly user conferences—both virtual and in-person—where product roadmaps, customer success stories, and advanced tips are shared.

Conclusion

Mastering sales dashboards is crucial for any team that wants to drive revenue predictably. Close CRM streamlines data collection, automates tedious tasks, and presents real-time insights so you can focus on closing deals, not admin. If you’re ready to see your numbers climb and eliminate tool bloat, give Close CRM a try and discover how easy reporting can be.

Try Close Free for 14 days Today