Must-Have SalesForce Dashboard Examples and Templates
All Salesforce CRM dashboard templates come pre-built with some of the most commonly tracked Salesforce CRM metrics from the most popular tools. You can customize your templates at any time.
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Salesforce CRM templates
Track some of the most common Salesforce CRM metrics and KPIs and analyze your performance with just a few clicks.
This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.
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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You can build a dashboard with any data using our 130+ one-click integrations, incl. Zapier, Make, Google Sheets, or a SQL database.
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Frequently asked questions
What Is a Salesforce CRM Dashboard?
A Salesforce CRM dashboard is a visual representation of the most important data stored within your Salesforce Customer Relationship Management (CRM) system. It displays key metrics in a customizable format, providing real-time insights into your sales pipeline, customer interactions, and overall business performance.
What Should Be Included in a Salesforce CRM Dashboard?
To get the most out of your Salesforce CRM dashboard, make sure to include such key metrics as Opportunities Won and Lost, New Leads, Lead-to-Opportunity Conversion Rate, and Expected Revenue. These metrics provide data-driven insights into your sales pipeline’s health, lead generation effectiveness, and overall revenue potential.