Pipedrive CRM Account Overview Dashboard Template

Template created by Databox Databox
This free, easy-to-use dashboard template allows you to track and visually monitor your sales pipeline to see how deals are moving through different stages. Get full visibility of your team’s activities and efforts towards winning more deals.

Uses one-click integrations:

  • Pipedrive CRM Pipedrive CRM

If you don’t use Pipedrive CRM, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this Pipedrive CRM Account Overview Dashboard Template:

Use this Pipedrive CRM dashboard to get an instant snapshot of all opportunities, lost, won deals, and your team’s progress towards your set monthly sales goals. Connect your Pipedrive CRM account and learn:

  • What’s the value of all won deals? Find out how much your won deals are worth in total at any given time. Compare the monetary value of all won deals for the current period to previous time periods.
  • How many deals have my sales team closed this month? See how many deals your sales team closed within a certain period of time. By tracking the number of deals your sales reps close daily, you’ll be able to know if your team members are on track to meet their sales quotas and/or if changes or improvements are needed to optimize your sales process and to keep your sales pipeline healthy.
  • How do I monitor sales performance? Get a comprehensive overview of your sales pipeline data at any given time. By tracking your most important sales pipeline KPIs, such as deals started, new organizations, new contacts, activities added, emails sent and received, you’ll be able to identify improvement opportunities quickly.
  • Who is my best performing sales rep? See how many deals were handled by your sales representatives and the total value of deals won by each sales team member. Use this information to determine your high performers based on the number of activities and won deals.
  • How do I monitor sales activities carried out by team members daily? Conveniently track and monitor key sales activities, including contacts, meetings, opportunities, and more at any given time.
  • What are the most common reasons for lost deals? View the total number of lost opportunities and the reason(s) for these missed opportunities. Use this information to improve and change your sales strategy, especially if this is repeatedly stated as the reason why your leads keep opting out from purchasing your product or service.

Pull additional data using our deep integration with Pipedrive CRM

What else can you track and visualize with our deep integration with Pipedrive CRM? When it comes to leads, sales & revenue, almost anything:

    • Sales pipeline and leaderboards
    • Calls and meetings booked
    • Sales cycle duration
    • Deals by stage
    • Closed Won (and lost) deals
    • Sales activity by sales rep and more.

There are many, many different metrics and metric combinations you can track using Pipedrive CRM. And in Databox, you can quickly visualize dozens of sales metrics in a variety of different ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s Pipedrive CRM integration.

Explore more Pipedrive dashboards.

Pipedrive CRM Pipedrive CRM metrics included in this template
  • Activities Completed

    The Activities Completed metric in Pipedrive shows the number of tasks, calls, meetings, and emails that have been marked as completed in a specific time frame. It helps track progress towards goals and assess team productivity.

  • New Contacts

    The New Contacts metric in Pipedrive measures the number of new leads or potential customers added to the system during a specific time period.

  • Deals Won

    Deals Won is the total value of all won deals in a specific timeframe, reflecting the amount of revenue generated by the sales team.

  • Deals Won Amount

    Deals Won Amount in Pipedrive is a metric that shows the total value of all the deals that have been successfully closed or won. It helps to track the revenue generated from sales.

  • Emails Sent

    The Emails Sent metric in Pipedrive shows the total number of emails sent by users within a selected timeframe. This is useful for tracking communication efforts and evaluating the effectiveness of email campaigns.

  • Lunches Added

    The Lunches Added metric in Pipedrive reflects the number of new lunches that have been created within a specific time period, providing insights into the productivity of your sales or customer relationship team.

  • New Organizations

    New Organizations metric measures the number of newly added organizations in Pipedrive CRM within a specific time period, typically a month or a quarter.

  • Tasks Added

    The Tasks Added metric in Pipedrive tracks the number of new tasks created within a given timeframe. This helps teams stay on top of their to-do lists and ensures daily progress towards achieving their sales goals.

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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