Dashboard Examples / Sales / Sales Leads
Sales Leads

Must-Have Sales Leads Dashboard Templates

These sales leads dashboards come pre-built with some of the most commonly tracked sales 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 Leads metrics and KPIs and analyze your Sales Leads performance with just a few clicks.

TOP Sales Leads INTEGRATIONS
  • Intrix CRM
  • Drift
  • HubSpot Marketing
  • HubSpot CRM
  • CallRail
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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 Marketing Performance

HubSpot Marketing dashboard template provides you with insights to increase traffic, convert leads, and prove ROI.

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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 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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Pipedrive CRM Deals Performance

This dashboard gives you the ability to focus on your Sales KPI's. The simple layout allows you to overview your deal performance in one place.

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SharpSpring Sales Performance

SharpSpring dashboard template provides you with insights from the sales performance report which will help you to track, and grow your sales.

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CallRail Source & Keyword Performance

This dashboard measures source & keyword performance by comparing calls by first time callers, total calls and the average duration of all calls.

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SaaS Sales Dashboard (CSO)

Transform sales strategy with our "SaaS Sales Dashboard (CSO)." Tailored for Chief Sales Officers, it offers real-time insights for data-driven decisions. Elevate your sales game effortlessly and drive SaaS success.

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HubSpot CRM Sales 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 - Sales Analytics Overview

This databoard tracks different components of closed won deals in order to gauge success and predict future growth.

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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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Outreach Prospects Overview

This template will enable you uncover key insights in your prospecting efforts and help you track the impact of every touch point.

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Monthly Marketing Performance (HubSpot & GA4)

The Monthly Marketing dashboard template examines Google Analytics 4 and HubSpot Marketing for a complete view of traffic and user acquisition.

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Drift Contacts & Conversations

Drift dashboard template which gives you insights about new and closed conversations, reply times by team members and more.

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Drift Chat & Email Conversations

This dashboard tracks the traffic levels of visitors using chat for assistance, along with the overall performance of Drift Campaigns.

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E-commerce Ads Performance (Google Ads + Facebook Ads + Shopify)

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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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SaaS Marketing Dashboard (CMO)

Supercharge your marketing strategy with our "SaaS Marketing Dashboard (CMO)." Tailored for Chief Marketing Officers, it offers real-time insights for data-driven decisions. Elevate your marketing game effortlessly and drive SaaS success.

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SaaS Acquisition Funnel (GA4 + HubSpot + Stripe)

Seamlessly integrating GA4, Mixpanel, and Stripe. Gain insights into every stage of customer acquisition, from awareness to conversion. Elevate decision-making for strategic growth with comprehensive analytics at your fingertips.

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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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SaaS Acquisition Funnel (GA4 + HubSpot + Profitwell)

Seamlessly integrating GA4, Mixpanel, and Profitwell. Gain insights into every stage of customer acquisition, from awareness to conversion. Elevate decision-making for strategic growth with comprehensive analytics at your fingertips.

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BigCommerce Paid Ads Performance (Google Ads + Facebook Ads)

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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 Leads dashboards

No design or coding skills necessary.

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What is a Sales Leads Dashboard?

A sales leads dashboard provides real-time visibility of all contacts (individuals or companies) that have shown interest in purchasing your product or service.

A sales leads reporting dashboard gives you a high-level overview of all the sales qualified leads in your funnel, which ultimately helps you prevent stagnation and allow you to make more accurate financial forecasts.

What Should Be Included in a Sales Leads Dashboard?

When building a sales leads dashboard, it is important to include 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 strategy and performance over time.

The most important sales leads metrics you should be tracking are:

  • Leads by source
  • Pipeline value
  • Lead status
  • Lead owner
  • Converted leads

How to Create a Sales Leads 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

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