CRM

Free CRM Dashboard Templates

These CRM dashboards come pre-built with some of the most commonly tracked KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.

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Track some of the most common CRM metrics and KPIs and analyze your CRM performance with just a few clicks.

TOP CRM INTEGRATIONS
  • CallRail
  • Intrix CRM
  • HubSpot Marketing
  • HubSpot CRM
  • Copper
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You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
HubSpot CRM
A visual snapshot of monthly performance by the sales team.
HubSpot CRM
The HubSpot Sales Activity dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each rep.
HubSpot CRM
Sales and marketing funnel performance and conversion rate optimization effectiveness.
HubSpot Marketing HubSpot CRM
HubSpot (Leads by Source) dashboard template gives insights on which sources of traffic drive the most leads or contacts. It explains where to focus marketing effort.
HubSpot Marketing
Pipedrive CRM dashboard template provides you with insights about opportunities, lost and won deals all to make sales more efficient.
Pipedrive CRM
This dashboard shows the value of your company's current sales pipeline with a laser focus on what has closed this quarter. It also includes the expected value of the opportunities likely to close before quarter's end.
Salesforce CRM
Marketing & Sales dashboard template uses the Hubspot Marketing and Hubspot CRM products to give you a full view of both the top and bottom of your funnel.
HubSpot Marketing HubSpot CRM
This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.
Salesforce CRM
This dashboard tracks the most relevant and important sales performance metrics at a yearly, quarterly and monthly level. Use this board to get high level and granular views of your sales in order to determine how to move forward.
HubSpot CRM
This dashboard gives you the ability to focus on your Sales KPI's. The simple layout allows you to overview your deal performance in one place.
Pipedrive CRM
This gives you a template for an introductory slide to your monthly presentation.
This dashboard shows the responsiveness of your sales team to incoming calls. It also shows where new calls originate.
CallRail
You can quickly gain insight into how your marketing and sales team is working together. See exactly where your leads are getting held up in the process, and develop a plan of attack to get them unstuck from your funnel.
HubSpot Marketing HubSpot CRM
This template gives you a overview of your leads in Salesforce so you can accurately track your sales progress. Advanced Salesforce reports can be build with the Query builder tool.
Salesforce CRM
This template aims to display the most relevant metrics for a sales manager's to track in order to ensure their team is hitting their goals.
HubSpot CRM
Use this dashboard to track Sales Reps against their personalized goals. Duplicate this datawall for each representative to ensure every member of your team is hitting their goals.
HubSpot CRM
This template tracks key data points to align sales and marketing and how you're maximizing the ascend stage of the Value Journey Canvas.
HubSpot CRM
This template is for sales reps to manage and track their montly sales activity metrics in terms of emails, calls, and deal stages.
HubSpot CRM
This template was made to give you insight about your sales team activities and KPI's.
Pipedrive CRM
This dashboard allows you to track all the common KPIs of events from Eventbrite.
Eventbrite
SharpSpring dashboard template provides you with insights from the sales performance report which will help you to track, and grow your sales.
SharpSpring
This template was made for C-Level executives who want to track their Marketing and Sales teams KPI's.
HubSpot Marketing HubSpot CRM
This dashboard is a guide to getting your sales rep started with the right behaviors while using HubSpot CRM. You'll help your rep stay on top of their own productivity and accountability with this behavior-changing dashboard.
HubSpot CRM
This Marketing & Sales dashboard offers a high level overview of cumulative results driven by digital activity on an annual basis.
HubSpot Marketing HubSpot CRM
Measure team performance, activity, and goal pace with this template. Keep track of Deal sources as you move through the closing stages.
HubSpot CRM
This template gives you the ability to aggregate information from 3 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.
HubSpot Marketing HubSpot CRM
This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.
HubSpot CRM QuickBooks
The HubSpot Marketing + Sales dashboard template uses data from both Hubspot services to show your full marketing funnel and sales pipeline.
HubSpot Marketing HubSpot CRM
This SLA-inspired template will give you an overall snapshot of team performance for Sales & Marketing. Track lifecycle stage conversion rates along with Marketing & Sales team activities within the HubSpot Marketing & HubSpot CRM systems.
HubSpot Marketing HubSpot CRM
This dashboard measures source & keyword performance by comparing calls by first time callers, total calls and the average duration of all calls.
CallRail
Sales Team Overview. View metric: emails logged, meetings booked, calls logged, performance review, new deals created amount, close rate, closed won deals amount.
HubSpot CRM
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
Copper
This databoard tracks different components of closed won deals in order to gauge success and predict future growth.
HubSpot Marketing HubSpot CRM
This template provides information to marketing and sales teams about their conversion rates, as well as giving a clear view of the full funnel and a detailed analysis of how the day-to-day is behaving.
HubSpot Marketing
This dashboard gives a brief overview of year-to-date results from three key parts of the funnel- visits, leads and customers.
HubSpot Marketing HubSpot CRM
This dashboard template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.
Pardot
HubSpot CRM Sales Drilldown: contacts, new deals, won, revenue, deals closed amount, all deals by source, deals created
HubSpot CRM
This dashboard helps you track all the metrics around one big annual event, like a conference.
Eventbrite
This dashboard lets you analyze your newly acquired customers by tracking the number of new deals created in HubSpot CRM.
HubSpot Marketing HubSpot CRM
Sales Team Drilldown. View metrics by owner: emails logged, meetings booked, calls logged, average closed won deal amount, new deals created amount, close rate, closed won deals amount:
HubSpot CRM
This dashboard shows you the flow of contacts through the marketing funnel.
HubSpot Marketing
This HubSpot Marketing template allows you to compare last year's KPIs to this year's KPIs to your own personal goals. Simultaneously, it gives you the opportunity to share notes on key takeaways.
HubSpot Marketing HubSpot CRM
This dashboard helps sales reps stay on track to reach their annual goals.
HubSpot CRM
This template gives you the ability to aggregate information from 2 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.
HubSpot Marketing HubSpot CRM
This template helps you track key Inbound Marketing performance metrics like traffic performance by source, contacts by lifecycle stages, email performance, landing page performance and blog performance.
HubSpot Marketing
Email performance overview out of HubSpot
HubSpot Marketing
Use this free dashboard template to track individual Sales Rep’s productivity and performance over time and against goals.
HubSpot CRM
This dashboard shows the performance of your campaigns and responsiveness of your sales team.
CallRail
Intrix CRM Sales dashboard template provides you with insights about new, open and closed deals which will help you to track, and grow your sales pipelines.
Intrix CRM
The Intrix CRM dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each sales representative.
Intrix CRM

Build custom CRM dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a CRM Dashboard?

A CRM dashboard allows you to visually monitor, analyze and manage your sales activity and KPIs, goals, leads, and their current stages, as well as the performance of individual sales team members at a glance.

By leveraging the powerful data that a CRM dashboard provides, you’ll be able to make better business decisions, effectively gauge the health of your business, and improve your marketing campaigns and sales strategy as needed.

What Should Be Included in a CRM Dashboard?

When building a CRM dashboard, it is important to only include metrics that are relevant for your business. This will in turn, allow you to quickly identify what’s working and what isn’t, and improve your customer relationships, marketing, and sales strategy over time.

The most important CRM metrics you should be tracking are:

  • Average time to close deal
  • Deals started
  • Deals won
  • Average revenue per new customer
  • All deals by source

How to Create a CRM Dashboard

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.

Create a new dashboard using our Designer tool
Create a new dashboard using our Designer tool
Name your dashboard
Name your dashboard
Select a data source
Select a data source
Drag-and-drop pre-built metrics from that source to your dashboard or drag a blank visualization first and select the metric you’d like to associate with it.
Drag-and-drop pre-built metrics from that source to your dashboard
Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block