Operations & Supply Chain

Balance service levels, cost, and inventory.

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.

Operations & Supply Chain Dashboards

Operations and supply chain dashboards exist to answer one core question:

“Are we delivering products efficiently, reliably, and profitably — and where is risk building?”

To do that well, dashboards must unify data across planning, procurement, production, logistics, and fulfillment. Below is a practical breakdown of what to track and where the data typically comes from.

Operations and supply chain dashboards exist to answer one core question:

“Are we delivering products efficiently, reliably, and profitably — and where is risk building?”

To do that well, dashboards must unify data across planning, procurement, production, logistics, and fulfillment. Below is a practical breakdown of what to track and where the data typically comes from.

Demand & Planning

Key Metrics

Forecast accuracy (MAPE, bias)
Demand vs supply variance
Backorder volume
Stock-out frequency
Sales & operations planning (S&OP) alignment

Common Data Sources

ERP demand planning modules (SAP IBP, Oracle Demantra, NetSuite)
CRM systems (Salesforce, HubSpot)
POS systems (retail sales data)
E-commerce platforms (Shopify, Amazon Seller Central)
Historical sales databases / data warehouses

Inventory Management

Key Metrics

Inventory on hand
Inventory turnover
Days inventory outstanding (DIO)
Excess & obsolete stock
Safety stock levels

Common Data Sources

ERP inventory modules (SAP S/4HANA, Oracle ERP, NetSuite)
Warehouse Management Systems (WMS)
Barcode / RFID systems
Third-party logistics providers (3PL portals)
Manual stock counts (CSV / spreadsheets for SMEs)

Procurement & Suppliers

Key Metrics

Supplier lead times
On-time delivery (OTD)
Purchase price variance
Supplier defect rates
Spend by supplier / category

Common Data Sources

ERP procurement modules
Supplier portals
E-procurement tools (Coupa, Ariba)
Accounts payable systems
Quality management systems (QMS)
Contract management systems

Manufacturing & Production (if applicable)

Key Metrics

Throughput
Capacity utilisation
Overall Equipment Effectiveness (OEE)
Scrap & rework rates
Production cycle time

Common Data Sources

Manufacturing Execution Systems (MES)
Industrial IoT / machine sensors
SCADA systems
ERP production orders
Maintenance systems (CMMS)

Logistics & Transportation

Key Metrics

On-time, in-full delivery (OTIF)
Transit time
Freight cost per unit
Carrier performance
Shipment exceptions & delays

Common Data Sources

Transportation Management Systems (TMS)
Carrier APIs (DHL, UPS, FedEx, Maersk)
GPS / telematics platforms
Freight forwarder reports
Customs & trade compliance systems

Order Fulfilment & Customer Service

Key Metrics

Order cycle time
Perfect order rate
Return rates
Fulfilment cost per order
Customer complaint volume

Common Data Sources

Order Management Systems (OMS)
ERP sales order tables
CRM / customer support tools (Zendesk, Freshdesk)
Returns management systems
E-commerce fulfilment platforms

Financial & Cost Visibility

Key Metrics

Cost to serve
Gross margin by product / region
Logistics cost as % of revenue
Working capital tied up in inventory
Cash-to-cash cycle time

Common Data Sources

ERP finance modules
General ledger
Accounts payable / receivable systems
Freight and warehousing invoices
Data warehouse / finance marts

Risk, Resilience & Exceptions

Key Metrics

Supplier concentration risk
Single-point-of-failure exposure
Delay and disruption alerts
Inventory coverage by critical SKU
Scenario impact simulations

Common Data Sources

ERP master data
Supplier risk platforms
External data feeds (weather, geopolitical risk)
Manual risk registers
Planning & simulation tools

How This Comes Together in Practice

High-performing operations dashboards typically follow this architecture:

Source systems → ERP, WMS, TMS, MES, CRM
Central data layer → Cloud data warehouse (Snowflake, BigQuery, Redshift)
Transformation layer → Business logic, definitions, and KPIs
Analytics layer → Dashboards for operations, finance, and leadership

The key is consistency: one definition of inventory, lead time, cost, and service level across the entire organisation.

Operations & Supply Chain

Operations & Supply Chain

Balance service levels, cost, and inventory.

Operations & Supply Chain Dashboards

Operations & Supply Chain Dashboards

Operations and supply chain dashboards exist to answer one core question: “Are we delivering products efficiently, reliably, and profitably — and where is risk building?”

To do that well, dashboards must unify data across planning, procurement, production, logistics, and fulfillment. Below is a practical breakdown of what to track and where the data typically comes from.

Operations and supply chain dashboards exist to answer one core question: “Are we delivering products efficiently, reliably, and profitably — and where is risk building?”

To do that well, dashboards must unify data across planning, procurement, production, logistics, and fulfillment. Below is a practical breakdown of what to track and where the data typically comes from.

Demand & Planning

Key Metrics

Forecast accuracy (MAPE, bias)

Demand vs supply variance

Backorder volume

Stock-out frequency

Sales & operations planning (S&OP) alignment

Common Data Sources

ERP demand planning modules (SAP IBP, Oracle Demantra, NetSuite)

CRM systems (Salesforce, HubSpot)

POS systems (retail sales data)

E-commerce platforms (Shopify, Amazon Seller Central)

Historical sales databases / data warehouses

Inventory Management

Key Metrics

Inventory on hand

Inventory turnover

Days inventory outstanding (DIO)

Excess & obsolete stock

Safety stock levels

Common Data Sources

ERP inventory modules (SAP S/4HANA, Oracle ERP, NetSuite)

Warehouse Management Systems (WMS)

Barcode / RFID systems

Third-party logistics providers (3PL portals)

Manual stock counts (CSV / spreadsheets for SMEs)

Procurement & Suppliers

Key Metrics

Supplier lead times

On-time delivery (OTD)

Purchase price variance

Supplier defect rates

Spend by supplier / category

Common Data Sources

ERP procurement modules

Supplier portals

E-procurement tools (Coupa, Ariba)

Accounts payable systems

Quality management systems (QMS)

Contract management systems

Manufacturing & Production (if applicable)

Key Metrics

Throughput

Capacity utilisation

Overall Equipment Effectiveness (OEE)

Scrap & rework rates

Production cycle time

Common Data Sources

Manufacturing Execution Systems (MES)

Industrial IoT / machine sensors

SCADA systems

ERP production orders

Maintenance systems (CMMS)

Logistics & Transportation

Key Metrics

On-time, in-full delivery (OTIF)

Transit time

Freight cost per unit

Carrier performance

Shipment exceptions & delays

Common Data Sources

Transportation Management Systems (TMS)

Carrier APIs (DHL, UPS, FedEx, Maersk)

GPS / telematics platforms

Freight forwarder reports

Customs & trade compliance systems

Order Fulfilment & Customer Service

Key Metrics

Order cycle time

Perfect order rate

Return rates

Operations and supply chain dashboards exist to answer one core question:

“Are we delivering products efficiently, reliably, and profitably — and where is risk building?”

Operations and supply chain dashboards exist to answer one core question:

“Are we delivering products efficiently, reliably, and profitably — and where is risk building?”