7 Best Sales Reporting Tools for Dashboards in 2026
Sales leaders need real-time visibility into pipeline, rep performance, and forecast accuracy. The right reporting tool transforms CRM data into actionable insights. We evaluated 15 sales reporting platforms to find which deliver the clearest view of your sales operation.
Clari is the leader in revenue operations, providing AI-powered forecasting and pipeline visibility. It automatically captures sales activity data and surfaces deal risks. The forecasting accuracy improvement alone justifies the investment for enterprise sales teams.
Starting priceCustom
Strengths
AI-powered forecasting
Automatic activity capture
Deal risk identification
Pipeline inspection
Revenue intelligence
Executive dashboards
Limitations
Enterprise pricing
Complex implementation
Salesforce-centric
Who it's for: Best for enterprise sales teams serious about forecast accuracy.
Gong analyzes sales conversations to surface coaching opportunities and deal insights. Beyond call recording, it identifies winning behaviors and at-risk deals. The Deal Intelligence feature provides a unique view into pipeline health based on actual buyer engagement.
Starting priceCustom
Strengths
Conversation intelligence
Deal risk scoring
Coaching insights
Competitive analysis
Reality-based forecasts
Rep performance data
Limitations
Premium pricing
Requires call volume
Privacy considerations
Who it's for: Essential for teams wanting insight into actual sales conversations.
HubSpot's native reporting provides solid dashboards without additional tools. Custom report builder handles most sales reporting needs. Goals and forecasting are included. Best for teams already on HubSpot wanting simple, integrated reporting.
Starting price$45/mo
Strengths
Native integration
Custom dashboards
Goal tracking
Forecasting included
Easy to use
No extra cost
Limitations
Limited advanced analytics
HubSpot ecosystem only
Less AI capability
Who it's for: Perfect for HubSpot users wanting integrated reporting.
Salesforce's native reporting is powerful if you invest time to configure it. Einstein Analytics adds AI-powered insights. The unlimited customization means you can build exactly what you need, but it requires expertise or admin resources.
Strengths
Deeply integrated
Einstein AI
Unlimited customization
No extra cost
Real-time data
Mobile dashboards
Limitations
Requires configuration
Complex for basic needs
Admin expertise helpful
Who it's for: The default for Salesforce users with admin resources.
Tableau provides the most powerful data visualization capabilities. Connect to any data source including your CRM. The learning curve is worth it for teams needing advanced analytics and beautiful visualizations.
Starting price$70/user
Strengths
Best visualizations
Any data source
Advanced analytics
Powerful calculations
Mobile friendly
Enterprise scale
Limitations
Steep learning curve
Expensive per user
Requires data skills
Who it's for: Best for teams with data analysts who need advanced visualization.
Looker (now part of Google Cloud) provides a modern BI platform with SQL-based modeling. The LookML layer ensures consistent metrics. Great for teams with data engineering resources who want a scalable, governed approach to sales analytics.
Starting priceCustom
Strengths
SQL-native
Governed metrics
Embedded analytics
Modern platform
Google integration
Scalable
Limitations
Requires data team
LookML learning curve
Enterprise focus
Who it's for: Ideal for data-driven organizations with engineering resources.
Geckoboard is purpose-built for TV dashboards in sales floors. Simple widget-based design, real-time updates, and optimized for large displays. Less analytical depth but perfect for visibility and motivation.
Starting price$49/mo
Strengths
TV-optimized
Real-time updates
Simple setup
Widget library
CRM integrations
Affordable
Limitations
Basic analytics
Limited customization
Display-focused
Who it's for: Great for sales floors wanting visible, motivating dashboards.
We connected each tool to live CRM data and evaluated dashboard quality, insight depth, and time to value.
Insight Quality (30%) — Actionable insights, not just data display.
CRM Integration (25%) — Seamless connection to your sales data.
Ease of Use (20%) — Build dashboards without BI expertise.
Real-time Updates (15%) — Live data, not stale reports.
Value (10%) — ROI for sales teams.
How to Choose
Choose Clari if you need Forecast accuracy focus.
Choose Gong if you need Conversation insights.
Choose HubSpot Sales Hub if you need HubSpot user.
Choose Salesforce Reports if you need Salesforce user.
Choose Geckoboard if you need TV dashboards.
Common Questions
Start with CRM native reporting. Add dedicated tools when you need AI insights (Clari, Gong), advanced visualization (Tableau), or specific use cases (Geckoboard for TV).
Essential: pipeline value, forecast, win rate, average deal size, sales cycle length, activity metrics. Add rep performance for managers.
Real-time for activity dashboards and TV displays. Daily/weekly for strategic reports and forecasting. Most tools support both.
