Salesforce dashboard

Salesforce sales dashboard template

Use our Salesforce dashboard template in Looker Studio to have the essential sales analytics data at your fingertips. Connect the dashboard to your Salesforce data to extract insights into your sales pipeline performance.

Data sources used
Salesforce

Quick overview of the Salesforce dashboard

Monitor all your sales opportunities on one dashboard page and drill them down by type, stage name, lead source, and other parameters.

Get an overview of your sales activities image

Keep track of your open opportunities and the revenue they can bring, and invest your best effort in winning all or most of them.

Understand the state of your open opportunities image

See who the most efficient members of your team are and what their probability of bringing more won opportunities and, hence, revenue is.

Quickly identify who and what brings more won opportunities image

Get a detailed overview of the opportunities and revenue your sales team lost to understand how you can improve their performance.

Analyze lost opportunities to improve your KPIs image
Get an overview of your sales activities image
Understand the state of your open opportunities image
Quickly identify who and what brings more won opportunities image
Analyze lost opportunities to improve your KPIs image

Acquire peace of mind with the custom Salesforce sales dashboard

Plug-and-play analytics tool icon

Plug-and-play analytics tool

Get a detailed overview of your sales opportunities and revenue with our Sales dashboard template. Easily connect the template to your Salesforce account and populate the dashboard with your data.

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Automate data refresh

Automate the data refresh for your custom Salesforce sales dashboard to always have the up-to-date insights at your fingertips. Enjoy the automated data flow and forget about manual copy-pasting of your data.

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White-label template

Fine tune the sales Salesforce dashboard to meet the requirements of your sales reporting and analytics. You can personalize visuals, colors, filters, metrics, and more without any hassle.

No need to build a sales dashboard Salesforce from scratch.
Use the fully automated template!

Check out the Coupler.io dashboard gallery

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Categories:
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All-in-one marketing dashboard

Monitor all your marketing channels with an all-in-one dashboard providing performance overviews of web analytics, ad campaigns, SEO, social media, and emails.

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All-in-one social media analytics dashboard image
All-in-one social media analytics dashboard

Get an overview of your social media analytics on one dashboard that collects data from Facebook, Instagram, LinkedIn, YouTube, and GA4

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PPC multi-channel dashboard for Looker Studio

Get a comprehensive PPC reporting tool to track the performance of your campaigns launched at multiple advertising platforms.

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Google Analytics PPC dashboard image
Google Analytics PPC dashboard

Get an overview of the traffic performance of your advertising campaigns launched across different PPC platforms.

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PPC monthly budget dashboard for Google Sheets image
PPC monthly budget dashboard for Google Sheets

Monitor how much you spend on your ads across multiple platforms using a one-stop PPC monthly budget dashboard template.

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TikTok analytics dashboard

Get an overview of TikTok data and metrics that provide insights into how your content performs on the platform.

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Web analytics dashboard in Google Sheets

Gain valuable insights into your website’s traffic sources, user interactions, and conversion metrics based on data from GA4.

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Web Analytics dashboard for Power BI image
Web Analytics dashboard for Power BI

Discover insights into your website’s traffic acquisition, audience, and conversions with Google Analytics 4 data seamlessly connected to our Power BI dashboard template.

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Web Analytics dashboard image
Web Analytics dashboard

Use the insights based on the data from GA4 to monitor your website traffic and discover which pages resonate most with your audience.

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Google Analytics dashboard for multiple properties image
Google Analytics dashboard for multiple properties

Get a traffic overview of all your GA4 properties to monitor and compare their performance in one dashboard.

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X (Twitter) Ads dashboard image
X (Twitter) Ads dashboard

Monitor the key performance metrics of your ad campaigns launched in X (Twitter) and track their monthly dynamics in one dashboard.

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Bing Ads Dashboard in Looker Studio image
Bing Ads Dashboard in Looker Studio

Understand how your Bing Ads advertising campaigns perform and keep track of the monthly dynamics of clicks, spend, and other key metrics.

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Facebook Ads dashboard image
Facebook Ads dashboard

Effectively manage and optimize your Facebook advertising campaigns, reaching your target audience in a data-driven way.

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Facebook Ads dashboard in Google Sheets image
Facebook Ads dashboard in Google Sheets

Monitor the performance of your advertising campaigns in Facebook and identify top assets to spend your budget wisely.

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Instagram Business Dashboard image
Instagram Business Dashboard

Get an overview of your Instagram post performance, profile interactions, and demographic insights about your followers, all within a single dashboard

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Brand Awareness Dashboard in Power BI image
Brand Awareness Dashboard in Power BI

Understand how your advertising campaigns in Facebook, Google, and Bing correlate with branded searches in Google to optimize your brand awareness.

Bing Ads icon Google Ads icon Google Search Console icon Facebook Ads icon arrow icon Power BI icon
Facebook Ads & Brand Awareness Dashboard image
Facebook Ads & Brand Awareness Dashboard

Understand how your Facebook or Instagram Ads campaigns impact brand awareness. Find a correlation between paid impressions and branded searches in Google. Check country by country with 2 simple charts to find where your Ad spend impacts the most.

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Shopify marketing funnel analytics image
Shopify marketing funnel analytics

Analyze the performance of the traffic to your Shopify store using data from advertising platforms and Google Analytics 4, all consolidated on a single dashboard.

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Accounts Receivable Dashboard for QuickBooks image
Accounts Receivable Dashboard for QuickBooks

See which customers accumulate unpaid and overdue invoices, analyze AR aging, and track changes over time. Get useful insights for maintaining financial health.

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Accounts Payable Dashboard for QuickBooks image
Accounts Payable Dashboard for QuickBooks

Get an overview of unpaid, overdue, and paid bills grouped by vendor. The dashboard helps you prioritize payments and improve cash flow management.

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QuickBooks Revenue dashboard template for Power BI image
QuickBooks Revenue dashboard template for Power BI

Monitor your income and expenses on an all-in-one revenue dashboard connected to your QuickBooks Online account.

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QuickBooks Revenue dashboard template for Looker Studio image
QuickBooks Revenue dashboard template for Looker Studio

Get an overview of your revenue based on the data from QuickBooks and unlock in-depth insights to drive informed business decisions.

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QuickBooks Revenue dashboard in Google Sheets image
QuickBooks Revenue dashboard in Google Sheets

Analyze your revenue through a set of reports collected from QuickBooks Online on a single dashboard.

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Google Ads dashboard image
Google Ads dashboard

Get a detailed overview of the performance of your Google ads advertising campaigns to achieve your marketing goals better.

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Keyword performance dashboard for Google Ads image
Keyword performance dashboard for Google Ads

Understand the performance of your Google Ads campaigns by specific keywords to identify which drive the most value.

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PPC multi-channel dashboard for Google Sheets image
PPC multi-channel dashboard for Google Sheets

Use a PPC dashboard designed for Google Sheets to track the performance of your campaigns across multiple advertising platforms.

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PPC multi-channel dashboard with budget for Google Sheets image
PPC multi-channel dashboard with budget for Google Sheets

Monitor, analyze, and optimize the performance of your ads across various channels and your budget with our all-encompassing PPC dashboard for Google Sheets

X (Twitter) Ads icon Facebook Ads icon LinkedIn Ads icon Google Ads icon TikTok Ads icon Quora Ads icon Bing Ads icon arrow icon Google Sheets icon
AI traffic performance dashboard in Google Sheets image
AI traffic performance dashboard in Google Sheets

Analyze the performance of website traffic from AI tools like ChatGPT, Meta.ai, Gemini, and others in this comprehensive dashboard.

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Referral traffic performance dashboard image
Referral traffic performance dashboard

Get simple referral traffic analytics based on data from GA4, showing the performance of traffic coming to your website from direct links on other websites.

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Landing page performance dashboard image
Landing page performance dashboard

Evaluate the effectiveness of your landing pages such as traffic, clicks, bounce rate, and other metrics collected from GSC and GA4 in one dashboard.

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SEO dashboard for Google Search Console  image
SEO dashboard for Google Search Console

Optimize SEO with Looker Studio's dashboard for Google Search Console. Track page rankings, CTRs, and organic traffic efficiently.

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Technical SEO dashboard image
Technical SEO dashboard

Track the technical SEO health of your website to make sure it operates efficiently for Google to find, crawl, and index your website pages.

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Technical SEO dashboard in Google Sheets image
Technical SEO dashboard in Google Sheets

Get a useful spreadsheet dashboard that shows the technical SEO health of your website including indexing, canonicalization, and more.

Google Search Console icon arrow icon Google Sheets icon
Customer acquisition dashboard for Pipedrive image
Customer acquisition dashboard for Pipedrive

Use one dashboard to analyze the effectiveness of your Pipedrive acquisition funnel. Gain insights from data sourced from ad platforms and Google Analytics 4.

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Sales KPI dashboard for Pipedrive image
Sales KPI dashboard for Pipedrive

Analyze the critical sales metrics and key performance indicators from Pipedrive, including deal details, revenue, and pipeline health, to make strategic decisions.

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CRM dashboard for Pipedrive image
CRM dashboard for Pipedrive

Analyze the key metrics of your sales department, drill down into particular deals, find the top performers, and stay on top of your Pipedrive sales.

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Google Ads and Meta Ads campaign performance dashboard image
Google Ads and Meta Ads campaign performance dashboard

Monitor and compare the performance of your PPC campaigns in Google Ads and Meta Ads to optimize budget allocation and improve outcomes.

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PPC multi-channel dashboard for Power BI image
PPC multi-channel dashboard for Power BI

Utilize a Power BI PPC dashboard for tracking and analyzing your advertising campaigns across multiple platforms.

LinkedIn Ads icon Google Ads icon Quora Ads icon TikTok Ads icon X (Twitter) Ads icon Facebook Ads icon Bing Ads icon arrow icon Power BI icon
Apple Search Ads dashboard image
Apple Search Ads dashboard

Evaluate your Apple Search Ads campaigns by tracking key metrics to understand user behavior and optimize your ads performance.

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TikTok Ads dashboard image
TikTok Ads dashboard

Keep an eye on views, engagement, budget costs, and conversion metrics to assess the success of your TikTok Ads campaigns.

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Snapchat Ads dashboard image
Snapchat Ads dashboard

Analyze your Snapchat Ads campaigns with detailed metrics on impressions, swipe-ups, views, spend dynamics, and purchases.

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Quora Ads dashboard image
Quora Ads dashboard

Gain insights into your Quora Ads campaigns and monitor the performance metrics such as clicks, amount spent, conversions, and so on.

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Google Ads dashboard for Power BI image
Google Ads dashboard for Power BI

Overview the performance of your advertising campaigns in Google Ads and track monthly dynamics of key metrics.

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Google Ads dashboard in Google Sheets image
Google Ads dashboard in Google Sheets

Evaluate the performance of your PPC campaigns launched on Google and use these insights to optimize budgeting and conversion.

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Facebook Ads ecommerce performance dashboard image
Facebook Ads ecommerce performance dashboard

Analyze the acquisition funnel of your Facebook ads campaigns to understand how many clicks lead to purchases.

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Facebook Ads leads breakdown dashboard image
Facebook Ads leads breakdown dashboard

Analyze the performance of your advertising campaigns on Facebook in converting traffic into leads.

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Facebook Ads purchases breakdown dashboard image
Facebook Ads purchases breakdown dashboard

Get a detailed report to evaluate the effectiveness of your Facebook PPC campaigns in generating purchases.

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Facebook Ads dashboard for Power BI image
Facebook Ads dashboard for Power BI

Get a detailed overview of your advertising campaigns’ performance using a dynamic Power BI dashboard template equipped with a no-code Facebook Ads connector

Facebook Ads icon arrow icon Power BI icon
Ads and social media performance dashboard for Meta image
Ads and social media performance dashboard for Meta

Track your advertising performance and social media effectiveness on Facebook and Instagram to enhance targeting and boost engagement.

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SEO dashboard for Power BI image
SEO dashboard for Power BI

Get insights into your page's SEO performance with our Power BI dashboard template integrated with Google Search Console.

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Shopify sales funnel dashboard image
Shopify sales funnel dashboard

Analyze your Shopify store traffic by channels, countries, and items based on the data collected from Google Analytics 4

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Shopify orders dashboard image
Shopify orders dashboard

Access the performance of your Shopify ecommerce store and uncover critical insights into how to manage your orders effectively and increase revenue.

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Customer acquisition dashboard for HubSpot image
Customer acquisition dashboard for HubSpot

Monitor your acquisition funnel and analyze its effectiveness using the insights from HubSpot CRM, advertising platforms, and Google Analytics 4.

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Sales KPI dashboard for HubSpot image
Sales KPI dashboard for HubSpot

Get an overview of the HubSpot sales metrics and KPIs to see how many deals are won or lost, how much revenue you generate, and derive other insights into pipeline health.

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CRM dashboard for HubSpot image
CRM dashboard for HubSpot

Get a complete understanding of your HubSpot sales and dive deeper into open and closed deals. Track the team performance, see how sales shape up over time, and analyze what drives your results.

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Salesforce CRM dashboard in Google Sheets image
Salesforce CRM dashboard in Google Sheets

Get a detailed overview of your opportunities in Salesforce and analyze the performance of your sales team.

Salesforce icon arrow icon Google Sheets icon
CRM dashboard for Salesforce image
CRM dashboard for Salesforce

Monitor your Salesforce sales efforts with an overview of your opportunities, accounts, and campaigns. Track the key metrics, check how the team performs, and understand what drives your revenues.

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Sales team performance dashboard for Salesforce in Google Sheets image
Sales team performance dashboard for Salesforce in Google Sheets

Monitor the effectiveness of your sales team and derive insights into how to optimize your sales pipeline conversions in Salesforce.

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Salesforce sales analytics dashboard image
Salesforce sales analytics dashboard

Analyze your sales funnel performance with the insights collected from Salesforce, Google Analytics, and the ad platforms you use for lead generation.

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Salesforce dashboard image
Salesforce dashboard

Get a comprehensive overview of your revenue, monitor the status of your deals, and derive other insights with the help of a Salesforce sales dashboard.

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Mailchimp email campaign performance dashboard for Shopify store image
Mailchimp email campaign performance dashboard for Shopify store

Monitor how your Mailchimp email campaigns drive orders and revenue for your Shopify store with this detailed performance dashboard.

Shopify icon Mailchimp icon arrow icon Looker Studio icon
Sales team performance dashboard for Salesforce image
Sales team performance dashboard for Salesforce

Get insights into your sales team's effectiveness in converting opportunities within your sales pipeline in Salesforce.

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Salesforce Win Loss analysis dashboard image
Salesforce Win Loss analysis dashboard

Get detailed analytics of your lost and won opportunities by amount, lead source, country, and more on one interactive dashboard.

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Email marketing analytics dashboard for Mailchimp image
Email marketing analytics dashboard for Mailchimp

Track the performance of your email marketing efforts with our dashboard, combining Mailchimp and GA4 data.

Mailchimp icon Google Analytics 4 icon arrow icon Looker Studio icon
Mailchimp analytics dashboard image
Mailchimp analytics dashboard

Understand how your Mailchimp campaigns perform and monitor your audience activity from different perspectives.

Mailchimp icon arrow icon Looker Studio icon
Klaviyo analytics dashboard image
Klaviyo analytics dashboard

Keep track of the performance of your email campaigns in Klaviyo and get an overview of profiles within a single dashboard.

Klaviyo icon arrow icon Looker Studio icon
Email marketing analytics dashboard for Klaviyo image
Email marketing analytics dashboard for Klaviyo

Monitor the performance of your email campaigns in Klaviyo and get an overview of your marketing funnel using the data from GA4.

Google Analytics 4 icon Klaviyo icon arrow icon Looker Studio icon
Time tracking dashboard for Harvest in Power BI image
Time tracking dashboard for Harvest in Power BI

Get an overview of your team's time and billing performance based on the Harvest data connected to the interactive dashboard.

Harvest icon arrow icon Power BI icon
Time tracking dashboard for Harvest image
Time tracking dashboard for Harvest

Derive insights into how you can optimize your teams’ time efficiency with a ready-to-go analytics dashboard connected to Harvest.

Harvest icon arrow icon Looker Studio icon
Time tracking dashboard for Clockify for Google Sheets image
Time tracking dashboard for Clockify for Google Sheets

Increase your team’s productivity by analyzing how time is spent across projects and clients using the Clockify analytics dashboard for Google Sheets.

Clockify icon arrow icon Google Sheets icon
Time tracking dashboard for Clockify image
Time tracking dashboard for Clockify

Use a powerful Clockify analytics dashboard that provides insights into how you can increase the time efficiency of your teams.

Clockify icon arrow icon Looker Studio icon
Google Business Profile dashboard image
Google Business Profile dashboard

Track your business profile performance metrics and get a detailed overview of ratings and reviews on one dashboard.

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Google Calendar dashboard image
Google Calendar dashboard

Use the Google Calendar dashboard to analyze your meeting-related information and derive time insights

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Google Calendar dashboard in Google Sheets image
Google Calendar dashboard in Google Sheets

Analyze your meetings, track patterns, and gain insights into your schedule with Google Calendar's data-driven dashboard.

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Calendly event dashboard image
Calendly event dashboard

Analyze events booked in Calendly to identify the most popular time slots and optimize your scheduling process. Align your calendar with demand to increase the performance of your team and processes.

Calendly icon arrow icon Looker Studio icon
LinkedIn Ads dashboard in Google Sheets image
LinkedIn Ads dashboard in Google Sheets

Monitor the performance of your LinkedIn advertising campaigns to identify weak points and optimize your budget and targeting.

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LinkedIn Ads dashboard image
LinkedIn Ads dashboard

Get a data-based perspective to make decisions for optimizing your LinkedIn Ads advertising campaigns and improving their performance.

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Website traffic from YouTube - performance analysis dashboard in Looker Studio image
Website traffic from YouTube - performance analysis dashboard in Looker Studio

Get an overview of your YouTube channel's traffic performance based on the data loaded from Google Analytics 4.

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Website traffic from YouTube - performance analysis dashboard in Google Sheets image
Website traffic from YouTube - performance analysis dashboard in Google Sheets

Analyze the traffic performance of your YouTube channel using the dashboard powered by data from Google Analytics 4.

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YouTube KPIs Dashboard image
YouTube KPIs Dashboard

All the key information about your YouTube channel in one concise dashboard. Track performance, monitor subscriber base growth, and analyze the sources that bring you views.

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YouTube dashboard image
YouTube dashboard

Get insights into how viewers discover and interact with your videos, track content performance, key metrics, and define your YouTube strategy.

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Web Analytics dashboard in Tableau image
Web Analytics dashboard in Tableau

Monitor the performance of your traffic, analyze the conversion funnel, and derive other insights from Google Analytics 4.

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PPC multi-channel dashboard for Tableau image
PPC multi-channel dashboard for Tableau

Track and analyze the performance of your advertising campaigns across various platforms using a one-stop PPC dashboard in Tableau

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Frequently asked questions
The Salesforce sales dashboard is a detailed analytical tool that provides insights into your CRM data. The dashboard encloses 4 reports:
  • Sales overview
  • Open opportunities
  • Won opportunities
  • Lost opportunities
The dashboard offers an overview of your sales pipeline performance. You can track revenue be period and by account. This means you get a solution to track the performance of your sales team as well.
In addition to the overview of sales opportunities, you get their breakdown by status. As a result, you can understand how much revenue you can generate and how much has already been lost.
The real value of the sales dashboard Salesforce is a real-time snapshot of business health. With it, you can monitor your sales team (KPIs), set and achieve goals, and enhance productivity.
To create a Salesforce sales dashboard from scratch, you'd need to:
  • Pull data from Salesforce to a BI tool
  • Create a report and adorn it with different meaningful charts and tables
  • Manually refresh dataset in your dashboard to keep it up-to-date
The Salesforce dashboard template by Coupler.io spares you all these time-consuming steps. You only need to connect the dashboard to your Salesforce account using the built-in connector. This connector bind Salesforce and Looker Studio where the dashboard is designed.
In a moment, the dashboard will be populated with your data.
The Salesforce dashboard will be refreshed every day according to the preconfigured connector. If you need a more frequent refresh interval, you'll need to change this in the schedule setup. Coupler.io allows you to schedule exports of Salesforce data up to every 15 minutes.
The Salesforce sales dashboard is your key to improving sales performance. It provides you with live updates on your sales metrics to eliminate the lag between data collection and analysis. With the dashboard at hand, sales teams will react promptly to emerging opportunities and challenges. As a result, your potential deals won't slip through the cracks.
Enhanced decision-making
The Salesforce dashboard provides access to a wealth of sales data visualized through charts, graphs, and tables. All this lets sales managers and teams can make informed decisions quickly. Thanks to the built-in Salesforce connector, you get a 360-degree view of the sales pipeline. Such comprehensive insight fosters data-driven decision-making, which is crucial to optimize sales strategies.
Fine tuned sales process
With the Salesforce dashboard, you can monitor most sales-related metrics in one place. It will highlight areas of efficiency and bottlenecks within the sales pipeline. As a result, sales teams can increase their productivity based on data. The reporting automation also frees up valuable time to focus more on selling and less on administrative tasks.
Improved collaboration
Sales success often depends on the seamless collaboration between team members. With the Salesforce sales dashboard, you provide all team members with access to the same insights. This shared understanding of performance and challenges facilitates better teamwork. Everyone will work toward the same targets with a clear understanding of their efficiency in the sales process.
Our Salesforce dashboard is not a report stuffed with meaningless charts and graphs. It's a sophisticated analytics solution to power your decision-making. The dashboard provides insights into your sales pipeline and every opportunity performance. Using the Salesforce sales dashboard is essential to maximize your sales potential.
Sales details overview
Sales overview is the dashboard's shop front. It offers an overview of the primary metrics, starting with the total revenue and number of opportunities. You will see several charts that visualize these two metrics by opportunity status, accounts, and period. At the bottom, you'll also see a table with a detailed breakdown of all opportunities. This overview allows sales managers and team members to stay informed and focused on their goals.
All sales opportunities tracking
Every sales opportunity, regardless of size or stage, is a potential revenue source. The dashboard allows you to track these opportunities. It provides insights into active deals so you can prioritize your efforts. For instance, you can nurture promising leads and allocate resources to maximize conversion rates. You can use this tracking solution to maintain a healthy sales pipeline.
Understand revenue and opportunities by stage
The Salesforce dashboard provides insights into opportunities distribution across sales pipeline stages. This information is crucial to forecast revenue and identify bottlenecks. With the sales dashboard, you get a breakdown of opportunities by stage. This segmentation lets you understand which areas require more attention. As a result, you can formulate strategies to move deals forward and close gaps in the pipeline.
Detailed analysis of open opportunities
Every open opportunity represents potential future revenue. The Salesforce dashboard provides a detailed analysis of these to estimate the pipeline's health. You get insights into the specifics of each open deal, such as the expected close date, deal size, and the probability of closing. With this data, sales managers can prioritize efforts on high-value or high-probability deals.
Detailed analysis of won opportunities
Analyzing won opportunities can give you an understanding of the factors contributing to successful deals. This is the key to replicating future success, and the Salesforce dashboard can provide it. The dashboard offers an in-depth look at won opportunities. You can analyze patterns, strategies, and behaviors that led to success. As a result, sales managers can refine their tactics and optimize their efforts.
Detailed analysis of lost opportunities
The examination of lost deals is equally important. The Salesforce dashboard dives into the details of opportunities that didn't convert. This provides critical insights into what went wrong. Whether it's issues with pricing, product fit, or sales approach - it's essential to understand these factors. This analysis allows sales teams to adjust their strategies and reduce future losses.

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