Sales Funnel

Free 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.

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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
  • Pardot
  • HubSpot Marketing
  • HubSpot CRM
  • Google Analytics 4
  • Shopify
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You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
HubSpot CRM
A visual snapshot of monthly performance by the sales team.
HubSpot CRM
Sales and marketing funnel performance and conversion rate optimization effectiveness.
HubSpot Marketing HubSpot CRM
Pipedrive CRM dashboard template provides you with insights about opportunities, lost and won deals all to make sales more efficient.
Pipedrive CRM
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.
HubSpot Marketing
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.
Salesforce CRM
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.
HubSpot Marketing HubSpot CRM
This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.
Salesforce CRM
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.
HubSpot Marketing HubSpot CRM
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.
HubSpot Marketing
This template was made for C-Level executives who want to track their Marketing and Sales teams KPI's.
HubSpot Marketing HubSpot CRM
This template gives you the ability to aggregate information from 3 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.
HubSpot Marketing HubSpot CRM
Use this free dashboard template to view ratios between current traffic, leads, marketing qualified leads, deals, and customers.
HubSpot Marketing HubSpot CRM
The HubSpot Marketing + Sales dashboard template uses data from both Hubspot services to show your full marketing funnel and sales pipeline.
HubSpot Marketing HubSpot CRM
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
Copper
This dashboard template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.
Pardot
This HubSpot Marketing template allows you to compare last year's KPIs to this year's KPIs to your own personal goals. Simultaneously, it gives you the opportunity to share notes on key takeaways.
HubSpot Marketing HubSpot CRM
This template gives you the ability to aggregate information from 2 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.
HubSpot Marketing HubSpot CRM
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.
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,
Google Analytics 4 Shopify QuickBooks
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.
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.
Google Analytics 4 Shopify 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.
Google Analytics 4 Shopify Xero WooCommerce
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.
Google Analytics 4 Shopify QuickBooks BigCommerce
Elevate your e-commerce strategy with our BigCommerce + Xero dashboard. Track Revenue, Orders, Gross Profit Margin, Expenses, Sessions, and Add to Cart metrics for actionable insights into your business performance.
Google Analytics 4 Shopify Xero BigCommerce
Maximise e-commerce financial insights with our WooCommerce + QuickBooks dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable data-driven decisions.
Google Analytics 4 QuickBooks WooCommerce

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

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.

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