Dashboard Examples / Sales / 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

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You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.

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.

HubSpot CRM Deals Performance

A visual snapshot of monthly performance by the sales team.

Pipeline Performance

Sales and marketing funnel performance and conversion rate optimization effectiveness.

Pipedrive CRM Account overview

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

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.

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.

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.

Salesforce Leads Overview

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

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.

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.

Hubspot Marketing & Sales Basic KPIs

This template was made for C-Level executives who want to track their Marketing and Sales teams KPI's.

Marketing Funnel Rollup (3 HubSpot Sources)

This template gives you the ability to aggregate information from 3 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.

Marketing + Sales Funnel

Use this free dashboard template to view ratios between current traffic, leads, marketing qualified leads, deals, and customers.

HubSpot (Marketing & Sales Waterfalls)

The HubSpot Marketing + Sales dashboard template uses data from both Hubspot services to show your full marketing funnel and sales pipeline.

Copper Overview Dashboard

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

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.

KPI Trends

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.

Marketing Funnel Rollup (2 HubSpot Accounts)

This template gives you the ability to aggregate information from 2 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.

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.

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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Build custom Sales Funnel dashboards

No design or coding skills necessary.

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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.