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Copper Overview Dashboard Template

This dashboard gives you an overview of your monthly forecast from ProsperWorks so you anticipate your new revenue.

Pulls data from

Copper

Copper

Copper CRM is a robust customer relationship management software that helps businesses streamline their sales processes and enhance customer interactions. It provides tools for contact management, lead tracking, task automation, and detailed analytics to drive efficient sales strategies and foster strong customer relationships.

If you don't use Copper, you can pull data from any of our 130+ one-click, native integrations or from spreadsheets, databases and other APIs.

Copper Overview Dashboard Template

Make sure you hit your monthly sales goals

  • How many deals are in each stage of the funnel?
  • Who are your top salespeople?
  • Which deals are on track to close this month?
  • What percentage of opportunities do you close?

Key Metrics

  • Opportunities Amount (by Closing Date)
  • Opportunities (by Create Date)
  • Opportunities by Stage
  • Opportunities by Owner

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Customize this dashboard with Databox

Customize this template with Databox's Dashboard Designer. Add metrics, visualizations, and data from any source with simple drag and drop.

A Databox dashboard beside the Dashboard Designer's visualization picker — number, combo, pie, funnel and bubble