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.
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.
Keep track of your open opportunities and the revenue they can bring, and invest your best effort in winning all or most of them.
See who the most efficient members of your team are and what their probability of bringing more won opportunities and, hence, revenue is.
Get a detailed overview of the opportunities and revenue your sales team lost to understand how you can improve their performance.
Acquire peace of mind with the custom Salesforce sales dashboard
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.
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.
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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Effectively manage and optimize your Facebook advertising campaigns, reaching your target audience in a data-driven way.
Monitor the performance of your advertising campaigns in Facebook and identify top assets to spend your budget wisely.
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Understand the performance of your Google Ads campaigns by specific keywords to identify which drive the most value.
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Track the technical SEO health of your website to make sure it operates efficiently for Google to find, crawl, and index your website pages.
Get a useful spreadsheet dashboard that shows the technical SEO health of your website including indexing, canonicalization, and more.
Use one dashboard to analyze the effectiveness of your Pipedrive acquisition funnel. Gain insights from data sourced from ad platforms and Google Analytics 4.
Analyze the critical sales metrics and key performance indicators from Pipedrive, including deal details, revenue, and pipeline health, to make strategic decisions.
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.
Monitor and compare the performance of your PPC campaigns in Google Ads and Meta Ads to optimize budget allocation and improve outcomes.
Utilize a Power BI PPC dashboard for tracking and analyzing your advertising campaigns across multiple platforms.
Evaluate your Apple Search Ads campaigns by tracking key metrics to understand user behavior and optimize your ads performance.
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Analyze your Snapchat Ads campaigns with detailed metrics on impressions, swipe-ups, views, spend dynamics, and purchases.
Gain insights into your Quora Ads campaigns and monitor the performance metrics such as clicks, amount spent, conversions, and so on.
Overview the performance of your advertising campaigns in Google Ads and track monthly dynamics of key metrics.
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Analyze your Shopify store traffic by channels, countries, and items based on the data collected from Google Analytics 4
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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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.
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.
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.
Analyze your sales funnel performance with the insights collected from Salesforce, Google Analytics, and the ad platforms you use for lead generation.
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.
Get insights into your sales team's effectiveness in converting opportunities within your sales pipeline in Salesforce.
Get detailed analytics of your lost and won opportunities by amount, lead source, country, and more on one interactive dashboard.
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Understand how your Mailchimp campaigns perform and monitor your audience activity from different perspectives.
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Get an overview of your team's time and billing performance based on the Harvest data connected to the interactive dashboard.
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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.
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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Track and analyze the performance of your advertising campaigns across various platforms using a one-stop PPC dashboard in Tableau
The requested dashboard is not in our gallery. Contact us for a customized solution.
Metrics you can track with the
Salesforce sales dashboard
- Sales overview
- Open opportunities
- Won opportunities
- Lost opportunities
- 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
