IT & Security

Maintain uptime and risk posture.

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.

IT & Security Dashboards — Data Sources

Effective IT & Security dashboards depend on integrating signals from multiple operational and security systems into a single, trusted view. Below are the most common (and most valuable) data sources, grouped by function.

Identity & Access Management (IAM)

Purpose: Monitor who has access to what, and detect abnormal behaviour.

Typical data sources

User authentication logs (logins, failures, MFA challenges)
Privilege changes (role assignments, admin grants)
Access reviews and entitlement audits
SSO activity across internal and third-party apps

Key insights

Failed login spikes
Dormant or over-privileged accounts
MFA adoption and enforcement gaps

Endpoint & Device Security

Purpose: Ensure laptops, servers, and mobile devices are secure and compliant.

Typical data sources

Endpoint Detection & Response (EDR) logs
Antivirus / malware events
Device posture (OS version, patch level, encryption status)
USB and peripheral activity

Key insights

Malware detections by device or user
Unpatched or non-compliant endpoints
High-risk devices accessing sensitive systems

Network & Perimeter Security

Purpose: Detect threats entering or moving within the network.

Typical data sources

Firewall logs (allowed/blocked traffic)
IDS/IPS alerts
VPN usage logs
DNS and proxy logs

Key insights

Suspicious inbound/outbound traffic
Lateral movement patterns
Unusual geolocation access

Cloud Infrastructure & SaaS Platforms

Purpose: Maintain visibility and control in cloud-first environments.

Typical data sources

Cloud provider audit logs (compute, storage, IAM actions)
SaaS application activity logs
API usage and service account activity
Configuration change events

Key insights

Risky configuration changes
Excessive permissions in cloud roles
Shadow IT usage

Vulnerability & Patch Management

Purpose: Understand exposure before it becomes an incident.

Typical data sources

Vulnerability scan results
Patch deployment status
Asset inventory databases
CVE intelligence feeds

Key insights

Critical vulnerabilities by asset or team
Patch compliance trends
Risk-weighted exposure over time

Incident Response & SOC Operations

Purpose: Track detection, response, and resolution effectiveness.

Typical data sources

Security incident tickets
SIEM alerts and correlations
SOAR playbook execution logs
Analyst actions and escalations

Key insights

Mean Time to Detect (MTTD)
Mean Time to Respond (MTTR)
Incident volume by severity and type

Compliance, Risk & Governance

Purpose: Demonstrate control effectiveness and regulatory readiness.

Typical data sources

Policy compliance checks
Audit findings and exceptions
Risk registers
Third-party risk assessments

Key insights

Control coverage vs requirements
Outstanding audit issues
Risk trends by business unit

IT Operations & Reliability

Purpose: Ensure systems are available, performant, and resilient.

Typical data sources

Monitoring and observability tools (CPU, memory, uptime)
Incident and change management systems
Backup and disaster recovery logs
Service desk tickets

Key insights

System availability and SLA adherence
Change-related incidents
Recurring root causes

How These Sources Come Together

A mature IT & Security dashboard typically:

Centralises logs and metrics into a single data platform
Applies normalised definitions (e.g. what counts as an “incident”)
Serves different audiences:
- Executives → risk posture, trends, exposure
- IT leadership → reliability, compliance, resourcing
- Security teams → alerts, investigations, response metrics

Key Principle

Security dashboards are not about showing alerts — they are about showing risk, control, and readiness.

The value comes from connecting technical signals to business impact, not from displaying raw logs.

IT & Security

IT & Security

Maintain uptime and risk posture.

IT & Security Dashboards — Data Sources

IT & Security Dashboards — Data Sources

Effective IT & Security dashboards depend on integrating signals from multiple operational and security systems into a single, trusted view. Below are the most common (and most valuable) data sources, grouped by function.

Effective IT & Security dashboards depend on integrating signals from multiple operational and security systems into a single, trusted view. Below are the most common (and most valuable) data sources, grouped by function.

Identity & Access Management (IAM)

Purpose: Monitor who has access to what, and detect abnormal behaviour.

Typical data sources

User authentication logs (logins, failures, MFA challenges)

Privilege changes (role assignments, admin grants)

Access reviews and entitlement audits

SSO activity across internal and third-party apps

Key insights

Failed login spikes

Dormant or over-privileged accounts

MFA adoption and enforcement gaps

Endpoint & Device Security

Purpose: Ensure laptops, servers, and mobile devices are secure and compliant.

Typical data sources

Endpoint Detection & Response (EDR) logs

Antivirus / malware events

Device posture (OS version, patch level, encryption status)

USB and peripheral activity

Key insights

Malware detections by device or user

Unpatched or non-compliant endpoints

High-risk devices accessing sensitive systems

Network & Perimeter Security

Purpose: Detect threats entering or moving within the network.

Typical data sources

Firewall logs (allowed/blocked traffic)

IDS/IPS alerts

VPN usage logs

DNS and proxy logs

Key insights

Suspicious inbound/outbound traffic

Lateral movement patterns

Unusual geolocation access

Cloud Infrastructure & SaaS Platforms

Purpose: Maintain visibility and control in cloud-first environments.

Typical data sources

Cloud provider audit logs (compute, storage, IAM actions)

SaaS application activity logs

API usage and service account activity

Configuration change events

Key insights

Risky configuration changes

Excessive permissions in cloud roles

Shadow IT usage

Vulnerability & Patch Management

Purpose: Understand exposure before it becomes an incident.

Typical data sources

Vulnerability scan results

Patch deployment status

Asset inventory databases

CVE intelligence feeds

Key insights

Critical vulnerabilities by asset or team

Patch compliance trends

Risk-weighted exposure over time

Incident Response & SOC Operations

Purpose: Track detection, response, and resolution effectiveness.

Typical data sources

Security incident tickets

SIEM alerts and correlations

SOAR playbook execution logs

Analyst actions and escalations

Key insights

Mean Time to Detect (MTTD)

Mean Time to Respond (MTTR)

Incident volume by severity and type

Compliance, Risk & Governance

Purpose: Demonstrate control effectiveness and regulatory readiness.

Typical data sources

Policy compliance checks

Audit findings and exceptions

Risk registers

Third-party risk assessments