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.
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.
Sales and marketing funnel performance and conversion rate optimization effectiveness.
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.
Pipedrive CRM dashboard template provides you with insights about opportunities, lost and won deals all to make sales more efficient.
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.
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.
This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.
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.
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.
This dashboard shows the responsiveness of your sales team to incoming calls. It also shows where new calls originate.
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.
This dashboard allows you to track all the common KPIs of events from Eventbrite.
This template was made to give you insight about your sales team activities and KPI's.
SharpSpring dashboard template provides you with insights from the sales performance report which will help you to track, and grow your sales.
This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.
This dashboard measures source & keyword performance by comparing calls by first time callers, total calls and the average duration of all calls.
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
This databoard tracks different components of closed won deals in order to gauge success and predict future growth.
This dashboard template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
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.
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.
No design or coding skills necessary.
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.
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:
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