Must-Have Copper Dashboard Examples and Templates
All Copper dashboard templates come pre-built with some of the most commonly tracked Copper metrics from the most popular tools. You can customize your templates at any time.
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Copper templates
Track some of the most common Copper metrics and KPIs and analyze your performance with just a few clicks.
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
You don't use Copper?
You can build a dashboard with any data using our 130+ one-click integrations, incl. Zapier, Make, Google Sheets, or a SQL database.
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Build the Copper dashboard your team actually needs
Create a custom view of your most important Copper metrics – no coding or design skills required.
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See every client's performance in one place
Save account managers from hours of copy-paste reporting work.
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Frequently asked questions
What Is a Copper Dashboard?
A Copper dashboard is a data visualization tool for streamlining your CRM activities. It seamlessly integrates with Google Suite, automatically syncing data and presenting key metrics like leads, opportunities, and sales in one intuitive interface.
What Should Be Included in a Copper Dashboard?
A comprehensive Copper dashboard should incorporate essential metrics such as Leads, representing potential customers in the sales pipeline; Opportunities, indicating potential deals or prospects at various stages of conversion; and Sales, reflecting completed transactions and revenue generated. These metrics offer insights into the sales process and customer interactions, helping informed decision-making and strategic planning to enhance overall CRM performance and business growth.