Dashboard Examples / Sales / CRM
CRM

Pipedrive CRM – Account Overview

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
  • Intrix CRM
  • Copper
  • HubSpot Marketing
  • HubSpot CRM
  • QuickBooks
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
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Pipedrive CRM dashboard template provides you with insights about opportunities, lost and won deals all to make sales more efficient.

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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.

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Custom dashboard

Build custom CRM dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

How is Pipedrive account performing?

  • See how your deals are performing
  • Track metrics like activities and deals win rate
  • Measure performance by looking into activities drilldown

Key Metrics

  • Deals won amount
  • Deals won
  • Deals lost by reason

How to Create a CRM Dashboard

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

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

Customize each metric block by date range, comparisons, goals, and more.
Customize each metric block

Explore even more Sales dashboard templates

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Sales Leads Dashboard Templates
Sales Team Activity
Sales Team Activity Dashboard Templates
Sales Pipeline
Sales Pipeline Dashboard Templates
Sales Funnel
Sales Funnel Dashboard Templates
Call Tracking
Call Tracking Dashboard Templates
Events
Events Dashboard Templates
Business Development
Business Development Dashboard Templates
Sales Performance
Sales Performance Dashboard Templates