ESG & Compliance

Track sustainability, regularity and ethical commitments.

Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.

ESG & Compliance Dashboards: What They Show & Where the Data Comes From

ESG dashboards exist for one reason: to turn fragmented, high-risk reporting obligations into a single, defensible source of truth.

At their best, they answer three executive questions:

Are we compliant today?
Where are we exposed tomorrow?
Can we prove it to regulators, investors, and auditors?

ESG dashboards exist for one reason: to turn fragmented, high-risk reporting obligations into a single, defensible source of truth.

At their best, they answer three executive questions:

Are we compliant today?
Where are we exposed tomorrow?
Can we prove it to regulators, investors, and auditors?

Environmental (E) Data Sources

What the dashboard tracks

Carbon emissions (Scope 1, 2, 3)
Energy consumption & intensity
Water usage & waste
Supply-chain environmental impact

Primary data sources

Utility providers (electricity, gas, water invoices, smart meters)
IoT & building management systems (energy sensors, HVAC data)
ERP / Finance systems (fuel spend, logistics costs, asset usage)
Procurement systems (supplier emissions disclosures)
Logistics & fleet systems (fuel usage, mileage, shipping modes)
Third-party ESG data providers (emissions factors, benchmarks)

Common challenge

Environmental data is spread across vendors, PDFs, invoices, and spreadsheets — dashboards only work once this is normalised and time-aligned.

Social (S) Data Sources

What the dashboard tracks

Workforce diversity & inclusion
Pay equity
Health & safety incidents
Employee engagement & turnover
Training & compliance completion

Primary data sources

HRIS systems (headcount, demographics, attrition)
Payroll systems (pay bands, compensation ratios)
Learning Management Systems (LMS) (training, certifications)
Incident & H&S platforms (accidents, near-misses, sick leave)
Employee surveys (engagement, wellbeing, culture)
Whistleblowing / ethics hotlines

Common challenge

Social metrics are sensitive, regulated, and often siloed — dashboards must balance insight with privacy and access control.

Governance (G) Data Sources

What the dashboard tracks

Board composition & independence
Policy compliance
Risk & internal controls
Audit findings
Regulatory reporting status

Primary data sources

GRC platforms (risk registers, controls, audits)
Legal & compliance tools (policies, attestations, violations)
Board management software (meetings, voting, attendance)
Internal audit systems
Incident & breach logs
Regulatory filings & submissions

Common challenge

Governance data changes slowly but carries high reputational and regulatory risk — dashboards must prioritise accuracy and auditability over speed.

Compliance-Specific Data Sources

What compliance dashboards focus on

Regulatory adherence (GDPR, ISO, SOX, CSRD, etc.)
Evidence tracking
Risk scoring & remediation
Reporting deadlines

Primary data sources

Policy management systems
Access control & IAM logs
Security & IT systems (for cyber and data compliance)
Vendor risk assessments
Manual attestations & sign-offs
External regulatory frameworks & mappings

Key requirement

Compliance dashboards must be defensible — every number needs lineage, timestamps, and evidence.

External & Benchmark Data

Most ESG dashboards are incomplete without external context.

Typical external sources

Industry benchmarks
Regulatory thresholds
Country-level emissions factors
Supplier disclosures
ESG ratings agencies
Public sustainability datasets

These are often used to:

Normalize performance
Flag outliers
Support investor or regulator scrutiny

How This Comes Together Architecturally

In practice, ESG & compliance dashboards rely on:

Centralised data warehouse (single source of truth)
Automated ingestion (APIs, file drops, scheduled pulls)
Transformation layer (definitions, scopes, standards)
Strong governance (data ownership, validation rules)
BI layer (role-based dashboards for execs, risk, ops)

ESG & Compliance

ESG & Compliance

Track sustainability, regularity and ethical commitments.

ESG & Compliance Dashboards: What They Show & Where the Data Comes From

ESG & Compliance Dashboards: What They Show & Where the Data Comes From

ESG dashboards exist for one reason: to turn fragmented, high-risk reporting obligations into a single, defensible source of truth.

At their best, they answer three executive questions:

Are we compliant today?

Where are we exposed tomorrow?

Can we prove it to regulators, investors, and auditors?

ESG dashboards exist for one reason: to turn fragmented, high-risk reporting obligations into a single, defensible source of truth.

At their best, they answer three executive questions:

Are we compliant today?

Where are we exposed tomorrow?

Can we prove it to regulators, investors, and auditors?

Environmental (E) Data Sources

What the dashboard tracks

Carbon emissions (Scope 1, 2, 3)

Energy consumption & intensity

Water usage & waste

Supply-chain environmental impact

Primary data sources

Utility providers (electricity, gas, water invoices, smart meters)

IoT & building management systems (energy sensors, HVAC data)

ERP / Finance systems (fuel spend, logistics costs, asset usage)

Procurement systems (supplier emissions disclosures)

Logistics & fleet systems (fuel usage, mileage, shipping modes)

Third-party ESG data providers (emissions factors, benchmarks)

Common challenge

Environmental data is spread across vendors, PDFs, invoices, and spreadsheets — dashboards only work once this is normalised and time-aligned.

Social (S) Data Sources

What the dashboard tracks

Workforce diversity & inclusion

Pay equity

Health & safety incidents

Employee engagement & turnover

Training & compliance completion

Primary data sources

HRIS systems (headcount, demographics, attrition)

Payroll systems (pay bands, compensation ratios)

Learning Management Systems (LMS) (training, certifications)

Incident & H&S platforms (accidents, near-misses, sick leave)

Employee surveys (engagement, wellbeing, culture)

Whistleblowing / ethics hotlines

Common challenge

Social metrics are sensitive, regulated, and often siloed — dashboards must balance insight with privacy and access control.

Governance (G) Data Sources

What the dashboard tracks

Board composition & independence

Policy compliance

Risk & internal controls

Audit findings

Regulatory reporting status

Primary data sources

GRC platforms (risk registers, controls, audits)

Legal & compliance tools (policies, attestations, violations)

Board management software (meetings, voting, attendance)

Internal audit systems

Incident & breach logs

Regulatory filings & submissions

Common challenge

Governance data changes slowly but carries high reputational and regulatory risk — dashboards must prioritise accuracy and auditability over speed.

Compliance-Specific Data Sources

What compliance dashboards focus on

Regulatory adherence (GDPR, ISO, SOX, CSRD, etc.)

Evidence tracking

Risk scoring & remediation

Reporting deadlines

Primary data sources

Policy management systems

Access control & IAM logs

Security & IT systems (for cyber and data compliance)

Vendor risk assessments

Manual attestations & sign-offs

External regulatory frameworks & mappings

Key requirement

Compliance dashboards must be defensible — every number needs lineage, timestamps, and evidence.

External & Benchmark Data

Most ESG dashboards are incomplete without external context.

Typical external sources