Digital Sales Board: What it is & how to build one with Yodeck

Learn what a digital sales board is, why it matters, and how to build one that actually works.

Key Takeaways

Digital sales boards make data visible and actionable by putting real-time KPIs on screens teams see every day.
They strengthen internal communications and keep Sales, RevOps, Marketing & Leadership aligned.
Visibility drives performance through faster decisions, higher accountability & ongoing recognition.
Automation replaces manual reporting, saving teams hours each week.
With Yodeck, setup is quick and scalable, using the tools your team already relies on.

You’ve worked hard to give your teams the information they need to make smart, strategic decisions. Your CRM is tracking every deal. Your BI dashboards are connected. Your pipeline is tagged, segmented, and forecasted six ways to Sunday.

Between complex dashboards, pricey third-party tools, lengthy presentations, and weekly standups, there’s no shortage of numbers. And sure enough, you’ve succeeded. Your sales and revenue teams aren’t lacking data anymore. They’re drowning in it.

Because here’s the real issue: visibility isn’t the problem. Accessibility is.
Data loses its power when it’s hidden in browser tabs, scattered across platforms, or buried inside a 100-slide deck you already know no one will revisit. However, when that data remains hidden, it doesn’t guide decisions; it’s just noise.

That’s where a digital sales board changes everything.
A digital sales board is an always-on, screen-based dashboard that brings your most important metrics into full view – in real time – for everyone who needs to act. It’s one of the simplest, most effective uses of office digital signage to improve alignment across teams.

The idea is simple: make performance data visible, persistent, and impossible to ignore. It shows who’s pacing ahead, where pipeline gaps are forming, which regions are lagging, and which reps are crushing their targets. All in plain sight. All the time.

In this guide, we’ll cover what a digital sales board is, why it matters for internal communications and revenue teams, and how to build one in just a few steps.

So, let’s go ahead and turn your data into a living, breathing sales engine. One screen at a time.

What is a digital sales board (and why your team probably needs one)

Let’s start with a simple definition: A digital sales board is a screen-based dashboard that displays real-time sales metrics, KPIs, business information and performance data.

Unlike traditional CRM dashboards that stay hidden in browser tabs, digital sales boards are broadcast across your workplace, where teams actually see and act on the information. In a modern digital workplace, information has to be visible and accessible, not buried inside tools people rarely open.

And they’re designed to surface the numbers that matter most, such as:

Quota progress by rep or region
Pipeline health and funnel movement
Leaderboards based on activity or revenue
New deals, lost deals, and trends over time
Team-wide progress against targets

This way, digital sales boards become a physical part of your internal communications ecosystem.

And with digital signage software like Yodeck, setting up a digital sales board is no longer a complex IT project. It’s a scalable, low-lift way to transform sales data into performance alignment whether your team’s on the sales floor, in the home office, or spread across regions.

Get started with digital signage for free!

Digital display boards: 7 key benefits for businesses

So do you really need a digital sales board?

It’s a fair question. Sales teams have gotten by without them for years. That’s true.

But what’s also true is that revenue teams are more distributed than ever. Quotas are higher. The margin for missed opportunities is razor-thin.

And despite the explosion of advanced CRMs, dashboards, and reporting tools, most sales leaders still struggle to answer one critical question at a glance:

“How are we performing right now?”

That’s how opportunities slip away, morale drops, and forecasting falls apart.

When done right, a digital sales board becomes a core layer in your sales execution stack — one that delivers real impact where it matters most. And the data backs it up: in The State of Business Communication 2024 (Harris Poll × Grammarly), 64% of business leaders reported higher team productivity as a direct result of better communication.

When key metrics stay visible all day, just like on digital information boards used across modern workplaces, you can spot problems sooner.

Pipeline velocity dipping in one region? You’ll catch it before it costs the quarter.

A top-performing rep suddenly off pace? Now it’s a coaching opportunity, not a post-mortem.
For RevOps and sales leaders, that means better forecasting and less end-of-quarter scrambling.

From SDRs to the VP of sales, digital sales boards make sure everyone is operating off the same set of numbers.

No more version control across dashboards. No need to “check with ops.” The numbers are right there, updating automatically.

When performance data becomes a shared source of truth, teams move faster and focus better.

💡Pro Tip from Yodeck Team: And if your organization is also working to reinforce mission, values, or long-term goals, pairing your sales board with a business vision board can help teams stay aligned on both daily performance and the bigger picture.

It’s hard to ignore your own numbers when they’re on the screen all day.

A well-designed sales board creates a feedback loop that keeps reps aware of their progress and nudges them to close the gap.

And when everyone’s performance is public, the culture shifts. There’s no hiding, and no surprises.

Every sales team talks about celebrating wins and milestones but without a system to surface them, the excitement fades fast. A digital sales board makes achievements visible the moment they happen. Top closers get the spotlight. Reps see their names rise on leaderboards. New logos hit the screen in real time.

That kind of ongoing recognition is great for morale but it also reinforces what success looks like and keeps reps pushing.

💡Pro tip from Yodeck team: Don’t forget the human side. A digital sales board works best when it’s more than a scoreboard. Use it as a coaching tool, to spot skill gaps early, recognize wins instantly, and support reps before issues escalate. Even small touches, like celebrating a closed deal with an on-screen shoutout, boost morale and turn data visibility into real motivation.

Read more tips on employee recognition strategies.

Let’s be honest: pulling and formatting reports is still way too manual in most orgs.

Digital sales boards reduce the reporting busywork by automating what gets displayed, when and to whom. For RevOps teams, that means less time formatting spreadsheets and more time optimizing the funnel.

Digital display boards keep everyone: Sales, RevOps, Marketing, and Leadership: aligned on the same, real-time information.

No more digging through channels or dashboards for updates.
No more “What’s the latest number?”

Just clear, shared visibility across every office and location.

*We’ve seen the same approach work in operations, where manufacturing information displays keep teams aligned in real time – and we know it works just as effectively for revenue teams.

Because the board surfaces real-time trends, leaders can spot dips early, adjust territory plans, or reallocate resources before problems escalate. Forecasts become more accurate, and your team becomes significantly more agile.

In fact, according to workplace communication statistics from Pumble, 63% of employees say wasted time is one of the most damaging consequences of poor communication.

Is a digital sales board right for you?

Still on the fence? Ask yourself (or your sales ops lead) a few quick questions:

Question	✅ If Yes…
Is your sales team distributed across offices or working remotely?	You need a shared source of truth that keeps everyone aligned, no matter where they’re working.
Are your reps unclear about where they stand on quota until someone tells them?	A real-time sales board keeps everyone on track without micromanagement.
Do you spend time exporting data just to prep for a weekly standup?	Automating your key dashboards saves hours and lets ops focus on strategy.
Do reps forget or ignore dashboards unless you remind them?	If it’s not in front of them, it’s not helping them. Persistent visibility equals immediate actions.
Do sales contests, wins, or milestones get buried in Slack threads?	A digital board keeps recognition visible and morale high.

If you said yes to even two of these, a digital sales board isn’t just a nice-to-have: it’s a tool your team’s already missing. And the best part? With tools like Yodeck, you can spin up a free digital sales board for employees to test the impact before you roll it out across every office.

Get started today

Up next, we’ll show you exactly how to set up a digital sales board with Yodeck, using the tools your team already relies on.

How to build a digital sales board with Yodeck

You don’t need to start from scratch or overhaul your tech stack to build a digital sales board. With Yodeck, you can create and deploy one using the tools you already rely on in just a few steps.

Here’s how to do it.

Quick Checklist: What You Need to Build a Digital Sales Board
A screen – Any TV or display you already have in your office will do.
A cloud-based digital signage software like Yodeck
A digital signage player (unless you’re using Tizen smart TVs or webOS smart TVs)
Your data sources – CRM, BI tools, Google Sheets, or other dashboards
Someone to set it up – usually Sales Ops or RevOps

💡Pro tip: Using Yodeck’s workspace hierarchies, you can control exactly who has access to every part of your digital signage and assign roles to different team members.

Start with the metrics that matter most to your team. These vary by company, but common choices include:

Quota attainment (team and individual)
Pipeline value and stage breakdowns
Leaderboards by deals closed, revenue, or activity
Forecast vs. actuals
Recent wins and closed deals
MQL to SQL conversion rates
Customer metrics like lifetime value (LTV) & acquisition cost (CAC)

In the next section below, you’ll find some real-world examples of how different teams use digital sales boards to ensure maximum impact.

With Yodeck, you’re in full control of what gets shown and when.
Start by choosing your layout. Yodeck supports both single-zone and multizone configurations, so you can display multiple types of content side-by-side (like a leaderboard, pipeline chart or a live ticker) all on one screen.

Then set the rhythm. Use Yodeck’s scheduling tools to rotate content throughout the day (e.g. RevOps metrics in the morning, enablement slides in the afternoon) and automatically refresh dashboards at set intervals.

*If you’ve used tv dashboard displays before, the experience will feel familiar — just more flexible and tailored to sales workflows.

This is where Yodeck shines. Our free digital signage apps will allow you to integrate your digital sales dashboards with all the tools your team already uses. No complicated setups or extra charges.

Indicatively, you can use your data from:

Power BI
Tableau
Baremetrics
Grafana
ChartMogul

And many more platforms. Everything is visual, drag-and-drop, and cloud-controlled. Zero coding skills required.

That’s it. You’re live.

In just a few minutes, you’ve turned disconnected dashboards into a live, unified sales performance display and put your entire team on the same page. From Yodeck’s dashboard, you can control everything remotely, whether you’re managing a single office or screens across multiple locations.

Real-world use cases by team type

There’s no one-size-fits-all dashboard. And that’s the whole point. The real power of a digital sales board lies in how you tailor it to your team’s priorities.

Here’s how different roles and departments can put one to work.

For Sales Managers

Use it for: visibility, accountability, and day-to-day motivation

Live leaderboards by revenue or closed deals
Daily activity tracking (calls, emails, demos booked)
Quota attainment pacing, updated automatically
Rolling 7-day win streaks or momentum boards
Contest tracking (e.g. SPIFFs, weekly sprints)

For Revenue Operations

Use it for: performance monitoring, forecast alignment, and early intervention

Forecast vs. actuals, split by team or region
Funnel conversion rates (MQL to SQL, opp to close)
Pipeline aging and stage velocity
Alerts for low activity or stalled deals
Cross-functional metrics (e.g. marketing-sourced vs. outbound pipeline)

For Sales Enablement

Use it for: ongoing reinforcement, recognition, and team learning

Certification completions or onboarding milestones
Top-performer spotlights and deal breakdowns
“Deal of the Week” slides
Win stories submitted by reps
Training KPIs and learning leaderboard

And we’ve seen that KPI-driven insights – similar to the real-time visibility used in manufacturing KPIs dashboards – help enablement teams track progress more clearly and coach more consistently.

For Internal Communications

Use it for: visibility, culture, and engagement

Company-wide announcements and team wins
Scrolling tickers with updates, quotes, or shoutouts
Recognition feeds: birthdays, anniversaries, milestones
Event countdowns (e.g. SKO, quarter-end, product launch)
Cross-team transparency (e.g. sales + marketing alignment metrics)

And just as a digital notice board centralizes company-wide updates, a digital sales board helps internal communications teams surface the performance insights sales relies on — keeping the whole organization aligned with sales priorities.

SOS: Common mistakes to avoid

Digital sales boards can truly drive great results but only if they’re built with strategic intent. Here are some of the most common pitfalls teams run into:

❌ Trying to show everything, all at once
Don’t turn your digital board into a cluttered wall of metrics. Start with 3–5 core metrics that matter most. Expand only when the board is part of your team’s rhythm.

❌ Stale or static content
Outdated leaderboards. Month-old data. Slide decks that haven’t changed since Q1. If the data isn’t fresh, people stop paying attention.

❌ Using It just as a leaderboard
Sure, competition is great. But if all your board only shows is who’s on top, you risk disengaging your team entirely. Mix in contextual metrics and give everyone something to track and improve.

❌ Forgetting the “Why”
With so many tools, layouts, data sources, it’s easy to get too caught up in the setup and lose sight of the purpose. Remember that a good sales board drives action, reinforces priorities, and builds a performance culture.

❌ Setting It and forgetting It
This isn’t a one-and-done deal. Your board should evolve with your team. What matters in Q1 might not be relevant by Q3. Think of new products, shifting goals and changing team structures. Your sales board should reflect all of it.

Your questions answered

What are the alternatives to sales boards?

Spreadsheets, CRM dashboards, and slide decks can all display sales data, but they’re static and easy to ignore. A digital sales board keeps information visible in real time, without manual updates.

Can I customize a digital sales board?

Yes. With tools like Yodeck, you can customize layouts, KPIs, data sources, branding, and refresh intervals so your board matches your team’s goals and workflow.

How do digital sales boards improve team performance?

They make key metrics visible all day, driving faster decisions, clearer alignment, higher accountability, and ongoing motivation through real-time recognition.

Final thoughts: The impact of a digital sales board

At the end of the day, a digital sales board isn’t just another dashboard. It’s a tool for alignment, accountability and momentum.

With Yodeck, it takes just a few clicks to turn disconnected data into a living, breathing performance hub. One that updates automatically, scales effortlessly, and keeps your entire team on the same page.

So if you’re ready to stop guessing and start owning performance:

Start your digital sales board today

Make your metrics impossible to miss.
Put your numbers where they matter and let visibility do its job. Start today — 1 screen free, forever.