These sales funnel dashboards come pre-built with some of the most commonly tracked sales 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.
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.
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 based on when contacts entered different stages.
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 an overview of your monthly forecast from Copper so you anticipate your new revenue.
This dashboard template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.
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 sales funnel dashboard allows you to monitor your prospects as they move through each stage of the buyer's journey. With this dashboard, you’ll be able to see exactly where potential buyers are in the sales funnel at any given time and easily pinpoint where you mostly lose them.
Tracking key sales funnel metrics is helpful for better revenue forecasting, improving your sales and marketing strategy, and more importantly, for generating, qualifying, and converting visitors into paying customers.
When building a sales funnel dashboard, it is important to select the right sales metrics and KPIs. This will in turn, allow you to quickly identify what’s working and what isn’t and how to improve your sales strategy and performance over time.
The most important sales funnel metrics you should be tracking are:
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