Dashboard Examples / Sales / Sales Funnel
Sales Funnel

Must-Have Sales Funnel Dashboard Templates

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.

Try it Free for 14 Days

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

TOP Sales Funnel INTEGRATIONS
  • Intrix CRM
  • HubSpot Marketing
  • HubSpot CRM
  • Copper
  • QuickBooks
Don’t see your SEO tool?
You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Dashboard example

HubSpot CRM Overview Performance

HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.

Dashboard example

HubSpot CRM Deals Performance

A visual snapshot of monthly performance by the sales team.

Dashboard example

Pipeline Performance

Sales and marketing funnel performance and conversion rate optimization effectiveness.

Dashboard example

HubSpot Marketing Lead Source Dashboard

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.

Dashboard example

Salesforce Sales Pipeline

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.

Dashboard example

Pipedrive CRM Account overview

Pipedrive CRM dashboard template provides you with insights about opportunities, lost and won deals all to make sales more efficient.

Dashboard example

Marketing & Sales Deals Overview

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.

Dashboard example

Salesforce Leads Overview

This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.

Dashboard example

HubSpot Marketing Conversion Pipeline

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.

Dashboard example

HubSpot Full Funnel Analysis

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.

Dashboard example

Copper Overview Dashboard

This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.

Dashboard example

Salesforce Pardot Opportunities & Prospects

This dashboard template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.

Dashboard example

E-commerce Financial Dashboard (Shopify + Xero)

Optimize your e-commerce strategy with our Shopify & Xero dashboard. Monitor Orders, Gross Sales, Net Sales, Average Order Value, and Cash Flow for comprehensive insights into sales performance and revenue.

Dashboard example

E-commerce Financial Dashboard (Shopify + QuickBooks)

Empower your e-commerce leadership with Databox's integrated Shopify, QuickBooks, and Google Analytics 4 dashboard. Gain insights into Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics, including Gross Sales, Orders, Revenue, Expenses,

Dashboard example

Intrix CRM (sales)

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.

Dashboard example

E-commerce Financial Dashboard (WooCommerce + Xero)

Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.

Dashboard example

Intrix CRM (users)

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.

Dashboard example

E-commerce Financial Dashboard (BigCommerce + QuickBooks)

Optimize your e-commerce strategy with our BigCommerce + QB dashboard. Track Sales Funnel, Performance, Profit & Loss, and Cash Flow metrics including Revenue, Orders, Gross Profit Margin, Expenses and Sessions data for actionable insights.

Dashboard example

E-commerce Financial Dashboard (WooCommerce + QuickBooks)

Optimize e-commerce with our WooCommerce + QuickBooks dasboad. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses and Cash Flow metrics for actionable insights

Dashboard example

SaaS Customer Acquisition (GA4 + ChartMogul)

A streamlined overview of the SaaS customer acquisition funnel, tracking key stages from websites to lead generation and conversion, providing insights into customer acquisition rates, engagement, and overall funnel performance.

Custom dashboard

Build custom Sales Funnel dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a Sales Funnel Dashboard?

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.

What Should Be Included in a Sales Funnel Dashboard?

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:

  • Pipeline overview
  • New deals amount
  • Closed deals amount
  • Deals leaderboard
  • New contacts

How to Create a Sales Funnel 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

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