Dashboard - Sales Team page is a Manager-exclusive view in ShareBuilder CRM that provides a real-time snapshot of individual Seller performance across your team. It’s designed to give you fast, actionable insights into pacing, pipeline health, and team activity all from a single dashboard.
This view brings together performance data and coaching signals to support your role as a strategic, data-driven leader.
Next 1:1 – Date of the Seller’s next scheduled 1-on-1
Last Seen – Last time the Seller logged into CRM
Accounts – Number of accounts assigned to the Seller
Opportunities – Number of active Opportunities with pending dollars
Activity (last 8d) – Count of activities logged in the past 8 days
Account Exceptions – Number of account category mismatches (goal = zero!)
Latest Bill – Latest billed revenue from the Seller’s accounts
This Year – Booked dollars so far this year
Last Year – Total Booked dollars last year
Last Year To Date - Booked dollars so far this day last year
Most Seller data points are clickable, taking you directly to their full Seller Dashboard for deeper analysis and coaching.
Managers should lead with data, clarity, and purpose. The Sales Team page supports that philosophy by surfacing the metrics that matter giving you the visibility to guide, coach, and improve performance across your team.
See the full picture at a glance
No need to toggle through individual dashboards — get instant insights across your entire team.
Coach proactively
Spot issues with pending, pacing, activity, or account maintenance before they impact results.
Forecast with confidence
Track revenue progress and identify which Sellers are at risk of missing budget.
Run smarter 1:1s
Use the data as prep for coaching — no surprises, just clear conversations.
Drive accountability
When metrics are visible and shared, attention to detail and follow-through improves across the board.
How to Use the Sales Team Page Effectively as a Manager
Start your week here
Scan % to Budget and Gap to identify Sellers who need attention or praise.
Check Last Seen and Activity to spot early signs of disengagement.
Filter by Business Unit and Time Period
Customize your view based on monthly, quarterly, or full-year performance.
Narrow results by business line to focus your strategy.
Click into outliers
Overperformers → recognize, motivate, and learn what’s working.
Underperformers → coach, reset goals, or provide additional support.
Low pending dollars → help build pipeline or investigate deal flow issues.
Jump into Seller Dashboards
Click a Seller row to launch their individual dashboard — use it for live coaching, 1:1 prep, or deep dives into pending and top accounts.
Lead better meetings
Use the page during team meetings or forecast reviews to highlight progress, gaps, and priorities.
Monitor coaching impact
Revisit the page after coaching sessions to track changes in booked, pending, or engagement metrics over time.
