Feature · KPI Dashboard Examples

Key performance indicators dashboards that actually run businesses.

Every org has a KPI dashboard screenshot in a slide somewhere. The examples below are the ones the Strkr customer base runs in production week after week, broken out by function so you can clone the shape that matches the role you are reporting to. Each example lists the KPIs, the filters, the drill paths, and the common pitfalls.

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Sales leadership

A dashboard a VP of Sales opens on Monday.

The sales leadership dashboard answers four questions in the first ten seconds: where is the quarter against plan, who is on and off pace, what is the week-over-week shift, and which deals carry the risk. The example below renders in under two seconds against a 400-deal pipeline and drills into the records that make up every tile.

Pipeline coverage

Open pipeline divided by quota to close.

The headline tile. $4.2M of open pipeline against $1.4M quarterly quota is a 3.0x coverage ratio. The industry rule of thumb sits at 3-4x by week six of the quarter. The tile tints green at 3.0, amber at 2.0, red below. One number tells leadership whether the quarter is a sales problem or a pipeline problem.

Committed revenue

The number the VP will stand behind.

Deals in the Committed category plus Closed Won MTD. The sum is the number the VP will share on the leadership call. Clicking the tile opens the 14 deals that make up the roll-up, in pipeline order, with the forecast categories and amounts.

Rep attainment

A list of reps against their quotas.

Each rep's MTD, QTD, and YTD attainment with the full-quota line and the pace line (where they should be today to hit on time). A rep behind pace shows a red arrow; ahead shows green. Clicking a rep opens their pipeline view, filtered to their deals, in the same tab.

Week-over-week pipeline

The pipeline added minus the pipeline closed or lost.

The delta of pipeline value week over week. A positive number means net pipeline growth; a negative number means the team is losing or closing faster than they are creating. The tile shows a seven-week sparkline so a one-week dip is distinguishable from a three-week trend.

Deals at risk

The three to five deals that could move the forecast.

Deals above the top-ten dollar value with pushed close dates, dropped stages, or stalled activity. The tile lists five by default with reasons: "pushed close date twice," "no activity 14 days," "stage dropped from Negotiation to Proposal." Clicking a deal opens the record for intervention.

Average deal cycle

Days from Opened to Won, trailing 90 days.

The average deal duration across the trailing quarter. A rising number signals a shift in the mix (bigger deals, longer cycles) or a motion problem (reps getting slower). The trend sparkline next to the number separates the two.

SDR output

A dashboard a sales dev manager checks every morning.

The SDR dashboard is about activity and output: dials and emails sent, replies, meetings booked, meetings held, conversion to opportunity, pipeline sourced. The example runs on a 10-SDR team and renders each person's week on one row.

Dials per rep

This week against the activity standard.

Each SDR's dial count against the weekly standard (typically 300 dials). A rep at 180 by Wednesday is on pace; at 180 by Friday is behind. The tile sorts by variance from standard so the manager sees the two to flag first.

Emails sent

Volume and reply rate side by side.

Emails sent per rep paired with the reply rate. 400 emails at 2% reply is a volume problem; 60 emails at 15% reply is a volume opportunity. Separating the two numbers in the same tile catches reps optimizing one metric at the other's expense.

Meetings booked

The number the SDR is paid against.

Meetings booked this week per rep. The tile pairs with a trailing 4-week comparison so an off week is visible against the rep's own pattern. Clicking the tile opens the meetings pipeline.

Meeting show rate

Booked versus held.

The percent of booked meetings that actually happened. A show rate below 60% is a qualification signal; the SDR is booking meetings that are not real. A show rate above 80% is a strong qualifier worth studying.

Meetings to opportunities

The AE conversion rate for the SDR's meetings.

Of meetings held, what percent become opportunities. The number separates SDRs who book quantity from SDRs who book quality. A 15% opp rate is average; above 30% is elite. The tile lives on the dashboard because comp conversations use it.

Pipeline sourced

Dollar value of pipeline attributable to each SDR.

The pipeline value of opportunities sourced by each SDR in the trailing quarter. The number is the SDR comp input and the credible pipeline-attribution answer for marketing. Clicking the tile opens the sourced-deals list.

Marketing

A dashboard that proves marketing's pipeline contribution.

The marketing dashboard answers one question most leadership teams actually care about: did the campaigns we ran turn into pipeline, and how much of it closed. The example ties UTM campaigns to opportunity sources to deal outcomes without a middleware tier.

MQL volume

MQLs created this week by campaign.

The headline marketing tile. Volume by inbound source: paid search, organic, referral, event, direct. Each row drills into the MQLs that make up the row with the UTM parameters that identified them.

MQL to opportunity

The qualification rate per source.

Of MQLs created, the percent that reached opportunity stage. The number separates sources that produce ready-to-buy leads from sources that produce curious ones. A paid channel below 10% MQL-to-opp is a channel to defund.

Pipeline sourced

Marketing-attributable pipeline dollar value.

The sum of opportunity dollar value where the source is a marketing-driven channel. The number is the one marketing leaders put in front of the CFO; the drill-through to the deals is the one that holds up in cross-examination.

Pipeline influenced

Deals touched by any marketing campaign.

Separately from pipeline sourced, the pipeline influenced tile counts deals where any marketing campaign shows in the engagement history, regardless of source. The two tiles together separate attribution from influence.

Cost per acquisition

Paid spend divided by opportunities per channel.

For paid channels, spend divided by opportunities created. $400 CAC on a $20K ACV is strong; $4,000 CAC on a $20K ACV is a bleed. The tile pulls spend from the integrated ad platforms and opportunities from the CRM, no middleware.

Campaign ROI

Revenue from campaign-attributed deals divided by cost.

For each named campaign over the trailing quarter, the closed-won revenue from attributed deals divided by the campaign cost. The number is the one marketing uses to defend budget; the drill-through to the won deals is the one that holds up with the CFO.

Support and customer success

Dashboards for the post-sale team.

The support and CS dashboards answer different questions than the sales dashboards: how fast is the team responding, which accounts are showing risk, and what is the renewal pipeline looking like. The examples below run on the same CRM data, no BI tool required.

First-response time

Median response across open tickets.

The median time between ticket creation and first support reply, trailing 7 days. The industry benchmark sits at 2 hours for business tiers; the tile tints against the SLA setting. Clicking opens the tickets ranked by response time.

Open ticket aging

Tickets open longer than SLA.

The count of tickets open past the SLA threshold, broken by SLA bucket. A persistent count above zero on the Priority 1 bucket is an on-call problem; the tile is the one that triggers the escalation.

CSAT trend

Customer satisfaction score, trailing 30 days.

The CSAT score from post-ticket surveys, averaged over the trailing 30 days with the 7-day moving average overlaid. A trending-down line prompts the comms review before the quarterly review does.

At-risk accounts

Accounts with the three risk signals active.

Accounts showing at least two of: dropped usage, open P1 ticket older than three days, missed executive touchpoint. The tile lists the accounts with ARR and renewal date. The CSM team opens this tile before every weekly standup.

Renewal pipeline

ARR renewing in the next 90 days.

The sum of ARR on accounts with renewal dates in the next 90 days, broken by risk tier (healthy, watch, at-risk). The tile is the one the CFO looks at before quarter-end. Clicking opens the renewal list.

Expansion pipeline

Open expansion opportunities on existing accounts.

Opportunities with the Expansion type on existing customer accounts. The tile separates new-business pipeline from land-and-expand pipeline so the CS-driven revenue motion gets its own report line.

Executive

A dashboard the CEO opens before the board meeting.

The executive dashboard is the pure roll-up: ARR, growth rate, retention, cash runway (if integrated), and one line per department's headline metric. The example renders on a single screen with no scroll and drills from any tile into the function-specific dashboard.

ARR

Current annual recurring revenue.

The sum of monthly recurring revenue times twelve, or the sum of annual contract values on active subscriptions. The headline number. The tile also shows net new ARR this quarter and the YoY growth rate.

Net revenue retention

NRR trailing 12 months.

For a cohort of customers from twelve months ago, their current ARR divided by their ARR at the start. 100% means revenue retained flat; 120% means expansion exceeded churn. The tile is the one the board asks about every quarter.

Gross churn

ARR lost to churn divided by starting ARR.

The percent of ARR lost to full churn over the trailing twelve months, before expansion math. A rising number is the leading indicator of a product-market fit shift. The tile tints by the plan threshold.

Quarterly bookings

Closed Won in the current quarter.

The sum of closed-won deals in the current quarter. The tile is the one the CEO quotes on the earnings call. Clicking opens the closed deals list, with the comp attribution and the AE name on each.

Headcount

Current team size by function.

A horizontal bar: engineering, sales, marketing, CS, G&A. The chart pulls from the CRM user records tagged by function. The tile is the one HR owns on the executive dashboard without a separate HRIS dashboard.

Burn multiple

Net burn divided by net new ARR.

For finance-integrated instances, net burn divided by net new ARR. The venture benchmark is below 1.5 for efficient growth, below 3 for acceptable, above 3 for a conversation. The tile sits at the bottom of the dashboard and runs on monthly data.

Clone the example that matches your role and ship it before standup.

Each KPI dashboard above is a template in the Strkr admin surface. Pick the one that matches your function, swap the filters for your segments, and the live-record tiles start resolving against your data in minutes.

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Common questions

What buyers ask about this feature.

What makes these examples different from the typical screenshots in CRM marketing?

They are patterns running in production tenants, not Figma mockups. Each example lists the KPIs on the tiles, the filters applied, and the drill paths. The underlying tiles resolve against the live CRM record every time the dashboard loads, so the numbers match what the rep sees in their pipeline view. The common failure mode of CRM dashboard screenshots (invented numbers, invented reps, no indication of how the tiles are computed) is replaced with the real formula and the real drill-through.

Do I need a BI tool or data warehouse to run these?

No. The tiles compute against the CRM data model directly, using indexed Postgres queries. For most mid-market shapes, the dashboard renders in under two seconds against a 400-deal pipeline or a 10,000-ticket support queue. Teams that need to join CRM data to external systems (NetSuite revenue, Datadog incidents) can pipe those via the integrations surface, but the baseline dashboards do not require it.

How do permissions work on these dashboards?

Each dashboard inherits the Strkr permission model. A rep opening the sales dashboard sees their own numbers by default; a manager sees their team; an executive sees the full org. The filter chips allow self-service slicing within the viewer's permission scope. There is no "duplicate the dashboard for the manager" step; one dashboard renders differently per viewer.

Can I combine KPIs across functions on one dashboard?

Yes. The executive dashboard is exactly that pattern: ARR from the CRM, support SLA from the ticketing module, project throughput from Projects, campaign ROI from marketing. The underlying data is one database, so the dashboard composer can pull from any module. The only constraint is the viewer's permission scope on each source module.

What about historical trends and year-over-year comparisons?

Every tile supports a comparison window: this week versus last, this quarter versus last, this year versus last. The time-series charts render the trend lines natively. The underlying event log carries every record state change, so historical queries ("show me the pipeline value this time last quarter") compute from the log, not from a nightly snapshot that may or may not have captured the right moment.

Can I share a dashboard with people outside the CRM?

Yes, with scoped guest access. A dashboard shared with a board member or an investor renders in a read-only guest view with the tiles the dashboard owner chose. The guest cannot drill into underlying records unless the owner enabled that; the dashboard itself can be revoked at any time. For embed-in-slides use cases, each tile exports as a PNG with a timestamp.

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