# Sales dashboard

A React block (a whole screen) in [Beamline](https://beamline.io/)'s [Blocks](https://beamline.io/components/blocks) category. Live demo: https://beamline.io/components/sales-dashboard

A sales leader's week in one screen: closed won against quota and pace, pipeline coverage and win rate, the quarter's run toward target with the forecast ahead of it, pipeline by stage, a rep leaderboard that scopes every figure to one rep, and the forecast call submitted to your API.

## Use it for

- A sales manager's or revenue leader's home: how the team is pacing to quota this period, what the forecast call is, who is ahead and where the pipeline sits.

## Not for

- Working the deals themselves, row by row ([crm](https://beamline.io/components/crm)).
- Product usage, funnels and retention ([product-analytics](https://beamline.io/components/product-analytics)).
- A general SaaS revenue overview with MRR and uptime ([analytics-dashboard](https://beamline.io/components/analytics-dashboard)).

## Anatomy

- app shell (your navigation, product mark, signed-in manager)
- header: page title and period, the period switch, and the chosen rep as a removable chip
- KPI row: closed won, quota attainment against pace, pipeline coverage, win rate
- run to target: cumulative closed won per week against the target line, the forecast dashed ahead of today
- forecast call: attainment gauge with the pace marker, Commit and Best case fields, Submit forecast (the page's one primary action) and when it was last submitted
- leaderboard: reps ranked by attainment with their bar, closed, pipeline and movement; a rep without a quota is hatched and ranked last
- pipeline by stage: open pipeline per stage as ranked bars

## States

- loading (every panel holds its shape)
- failed to load (the error with Try again in the data's place)
- a rep chosen (every figure is that rep's; the chip clears it)
- refreshing: prior figures stay visible, but forecast fields and submission wait for the newly selected query's figures
- no quota set (attainment and coverage hatched, never 0)
- partial data (a week or a stage not reported is a gap or hatched)
- forecast submitting, submitted, and failed (the figures stay as typed; the error sits under the button with Try again)
- no reps (the leaderboard says so)

## Keyboard

- Tab reaches the period switch, the rep chip, every leaderboard row, the forecast fields and Submit
- Enter or Space on a leaderboard row scopes the page to that rep; again clears it
- arrows step the forecast fields; the period switch moves with the arrows

## Motion

A new period or rep keeps the last figures on screen, dimmed, until its own arrive; then every value rolls from where it was and the leaderboard rows slide to their new ranks (useFlip). Choosing a rep sends a consequence trace from its row to the four KPIs. Submit morphs to working and to the time it went in. Reduced motion: values change in place, rows are placed at once.

## Props

| Prop | Type | Default | Description |
| --- | --- | --- | --- |
| `useData` (required) | `(query: SalesQuery) => { data: SalesData \| null; error?: Error \| null; retry?: () => void }` | — | A hook around your sales API, called with the period and the chosen rep; data null while loading. |
| `onSubmitForecast` | `(call: ForecastCall) => Promise<void> \| void` | — | Shows the forecast call's Submit; a rejected promise puts the last submitted call back and shows the error. |
| `periods` | `{ value: string; label: string }[]` | — | Default this quarter · last quarter · year to date. |
| `period / defaultPeriod / onPeriodChange` | `string` | — |  |
| `rep / defaultRep / onRepChange` | `string \| null` | — | The rep the page is scoped to (its id). |
| `workspace` | `string` | `"Northline"` |  |
| `me` | `{ name: string; photo?: string }` | — | The signed-in manager in the sidebar and on the submitted call. |
| `nav` | `AppShellNavGroup[]` | — |  |
| `actions` | `ReactNode` | — | Right side of the top bar. |
| `className / style / ref` | `string / CSSProperties / Ref<HTMLDivElement>` | — |  |

## Built from

- [app-shell](https://beamline.io/components/app-shell)
- [segmented-control](https://beamline.io/components/segmented-control)
- [metric-card](https://beamline.io/components/metric-card)
- [line-chart](https://beamline.io/components/line-chart)
- gauge
- [number-field](https://beamline.io/components/number-field)
- button
- alert
- [bar-list](https://beamline.io/components/bar-list)
- avatar
- badge
- [empty-state](https://beamline.io/components/empty-state)

## Dependencies

`lucide-react`

## Import

```tsx
import { SalesDashboard } from "@/blocks/sales-dashboard/sales-dashboard";
```

## Get it

Sales dashboard is part of Beamline: 200+ components and 50+ complete screens for React that your coding agent (Claude Code, Codex, Cursor or any MCP client) installs into your app through Beamline's MCP server, as a ready-built package or as plain React source you can change. $49 launch price, one payment, no subscription, lifetime updates, one licence for your whole team. [Get Beamline](https://beamline.io/checkout?pack=complete) · [Connect your agent](https://beamline.io/connect)

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