How to
The four numbers a sales dashboard actually needs.
A sales dashboard should carry four things: pipeline coverage against target, win rate by segment, stage duration against your own won deals, and what moved this week. Everything else should have to justify its place.
The test for any panel.
Would a different number on this panel change a decision. If not, it is decoration, and decoration crowds out the parts people need.
Most dashboards fail this on most panels.
The four that survive.
Coverage against target, so you know whether there is enough.
Win rate by segment, because the aggregate hides everything useful.
Median stage duration on won deals against open ones, which is where time actually goes.
What moved this week, which is the only panel anybody opens on a Tuesday.
What to cut.
Totals that only go up. Activity counts with no outcome attached. Anything requiring an explanation before it can be read.
The thing a dashboard cannot do.
Nobody opens it. That is not a design problem, it is the nature of a pull interface in a job that is entirely interruptions.
Which is why Kaypo sends the reading instead: one Slack message per person each morning, scoped to their own deals, with the reason beside each number.
Questions
What should be on a sales dashboard?
Pipeline coverage against target, win rate by segment, stage duration on won deals against open ones, and what moved this week. Everything else should justify its place.
Why does nobody look at our sales dashboard?
Because it is a pull interface in a job made of interruptions. Delivering the important part to where people already are works better than expecting them to come and look.
It arrives in Slack
Every morning, each rep gets one message naming the deals on their own book that moved overnight, biggest mover first, with the reason beside each number and the deals that have gone quiet underneath.
$99 a month, cancel any time.. Everyone on the team. No per seat charge. Connect a CRM and it runs. No implementation fee. 14 day trial. No card.
Related reading
Which sales metrics are worth reporting
The test for any metric is whether a different value changes a decision. Most reported sales metrics fail it.
What pipeline coverage is, and why 3x is usually wrong
Pipeline coverage is open pipeline divided by quota. The standard 3x rule is a guess, and your own win rate gives you a better number.
Getting deal alerts into Slack that people actually read
Every CRM can post to Slack, and almost none of it gets read: the alerts fire on field changes rather than on anything meaningful. What to send instead.
Where AI actually helps in a sales workflow, and where it does not
A specific view rather than a survey: which parts of selling AI is genuinely good at today, and which parts it makes worse.
Reviewed September 20, 2026 against the product as it behaves today.