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# What a Sales Manager Should See on a Dashboard
- URL: https://blog.jestor.com/sales-manager-dashboard/
- Published: 2026-09-17T22:31:35.000Z
- Updated: 2026-09-17T22:31:35.000Z
- Author: Bruno Bannach

A useful **sales manager dashboard** answers two questions at once: how the team is performing overall, and how each individual is contributing. That requires every indicator to respond to a salesperson filter.

## Why sales reporting produces arguments

Totals hide the distribution, and the distribution is what a manager actually needs.

- Team numbers that look healthy while one rep carries them
- Loss reasons discussed anecdotally rather than in aggregate
- Commission recalculated by hand each month
- Pipeline concentration in too few accounts, unnoticed

## Indicators worth including

- **Total sold, lost, and in progress**, as headline figures
- **Win percentage** for the current month
- **Deals by stage**, showing where the pipeline sits
- **Deals by client**, revealing revenue concentration
- **Proposals versus commission** per salesperson
- **Loss reasons**, populated when a deal is marked lost

## How to build it in Jestor

1. Build the panel in **Jestor** on the opportunities table.
2. Add the headline indicators and the monthly win percentage.
3. Add a bar chart comparing proposals issued against commission earned, per rep.
4. Place a salesperson filter at the top so every indicator recalculates together.
5. Apply permissions so a rep sees only their own figures on the same panel.

## Why choose Jestor for sales management?

**Jestor** applies permissions to the indicators themselves, which means one build serves the manager reviewing everyone and the rep reviewing themselves — no duplicate dashboard to maintain.

Because the panel reads the same records the pipeline runs on, a closed deal moves the numbers immediately rather than on an export schedule.

## Frequently Asked Questions

### Can one dashboard serve reps and managers?

Yes, through permissions on the indicators. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Where do loss reasons come from?

A field that appears when a deal is marked lost.

### Are the figures live?

Yes, they read the pipeline records directly.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.