Sales dashboard setup that sales, marketing and finance all trust.
With our sales dashboard setup, every number in your Monday meeting shows the same value, whoever pulls it. To get there, we first build the data model underneath your CRM and write every metric down as a formula.
- Fixed price before we start
- Live in 4–12 weeks
- You own the code and data
Q3 pipeline, three sources (example)
- CRM report
- €1.42M
- Sales spreadsheet
- €1.18M
- Finance report
- €1.31M
What you end up with
Six tiles for leadership, each with its definition and data freshness. The values below are made up.
Pipeline coverage
013.4×
Target 3.0×
Win rate by segment
0227% / 19%
Mid-market / enterprise
CAC payback
0314 mo
Last quarter 16 mo
Lead response time
0411 min
Median, last 30 days
Forecast accuracy
0588%
Last quarter
Net revenue retention
06108%
2025 cohort
What goes on the dashboard, as formulas
We agree these definitions with you, version them and recalculate them automatically every night. More metrics get added when a decision depends on them.
- Pipeline coverage
- Open pipeline in the period ÷ quota for the period
- Win rate by segment
- Closed-won ÷ (closed-won + closed-lost), split by segment and source
- CAC payback
- Sales and marketing cost ÷ (new ARR × gross margin), in months
- Lead response time
- Median minutes from inbound request to first meaningful contact
- Forecast accuracy
- Actual closed revenue ÷ forecast at the start of the period
- Net revenue retention
- (Starting ARR + expansion − contraction − churn) ÷ starting ARR
Why the numbers match afterwards
CRM reports overwrite old values, and each report calculates a little differently. So we build four layers, and the dashboard is only the top one.
Dashboard
In your BI tool or as a custom web view, refreshed automatically, with no spreadsheet exports.
KPI definitions
Every formula written down and versioned. When a definition changes, you can see when and why.
Data model
A warehouse with history: every stage change timestamped, original source stored and never overwritten.
Sources
Your CRM, website forms, billing, ad accounts. We read from them without your team changing how it works.
Price, timeline, how it starts
- Typical fixed price
€15,000–30,000
Several data sources, data model and dashboard. With a single source and a handful of metrics, the €5,000–15,000 band is often enough.
- Until live
4–12 weeks
Depends on how many sources you have and what state they are in. You know the schedule before we start.
- 1
You send the form above. We reply within one business day.
- 2
Free analysis: we look at your sources and at the reports that contradict each other.
- 3
Fixed-price offer with metrics, scope and schedule. Then you decide.
Built by our team in Istanbul; your contact is founder Ferhat Ziba. We have been building growth systems since 2021 and run our own products, such as Page-Monitor and Rankhalo, on dashboards we built ourselves.
If you want to sort out the whole revenue process: Revenue OperationsFrequently asked questions
Aren't the reports in our CRM enough?
For one metric from one source, often yes. Once billing, marketing spend or history come in, every report calculates differently, because the CRM overwrites old values. The data model underneath solves exactly that.
Which BI tool do you use?
The one you already have. If you have none, we recommend one that fits your size or build a custom web view. The data model and definitions stay the same either way.
What do we need to contribute?
Access to the sources and two or three sessions in which sales, marketing and finance agree the definitions together. Those sessions are the most important part of the project.
What happens after go-live?
You get the code, data model and documentation, and your team can carry on alone. If you like, we handle extensions afterwards as a separate, small engagement.
Show us the two reports that contradict each other.
In the free analysis we find the cause and give you a fixed price for the dashboard.
Ferhat Ziba
Founder, Melexsoft