Dashboard Examples / Sales / Sales Funnel
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
  • Intrix CRM
  • HubSpot Marketing
  • HubSpot CRM
  • Copper
  • QuickBooks
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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.

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HubSpot CRM Deals Performance

A visual snapshot of monthly performance by the sales team.

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Pipeline Performance

Sales and marketing funnel performance and conversion rate optimization effectiveness.

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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.

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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.

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Pipedrive CRM Account overview

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

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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.

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Salesforce Leads Overview

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

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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.

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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.

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Copper Overview Dashboard

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

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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.

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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.

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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,

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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.

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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.

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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.

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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.

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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

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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

  • 2
    Name your dashboard
  • 3
    Select a data source
  • 4
    Drag-and-drop pre-built metrics from that source to your dashboard
  • 5
    Customize each metric block

Create a new dashboard using our Designer tool

Create a new dashboard using our Designer tool

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