Dashboard Examples / Sales / Sales Pipeline
Sales Pipeline

Must-Have Sales Pipeline Dashboard Templates

These sales pipeline 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 Pipeline metrics and KPIs and analyze your Sales Pipeline performance with just a few clicks.

TOP Sales Pipeline INTEGRATIONS
  • Intrix CRM
  • HubSpot Marketing
  • HubSpot CRM
  • Copper
  • Google Analytics 4
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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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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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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 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 Pipeline dashboards

No design or coding skills necessary.

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What is a Sales Pipeline Dashboard?

Sales pipeline dashboards are an easy-to-read visual representation of a company’s sales pipeline. They help you to monitor and manage your sales prospects as they move through the different stages of the buyer’s cycle.

This makes it relatively easy to measure the effectiveness of your landing pages and CTAs, forecast sales and revenue more accurately, and spot exactly where your potential buyers are dropping off or getting stuck.

What Should Be Included in a Sales Pipeline Dashboard?

When building a sales pipeline 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 strategy and performance over time.

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

  • Leads by source
  • Pipeline value
  • Closing opportunities by source
  • Deals created
  • Deals won amount

How to Create a Sales Pipeline 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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