Salesforce CRM

Free SalesForce Dashboard Examples and Templates

Salesforce CRM templates

Track some of the most common Salesforce CRM metrics and KPIs and analyze your performance with just a few clicks.
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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.

How to Create a Salesforce CRM Dashboard

With our dashboard design wizard, building a dashboard in Databox is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and waiting for your data to populate -- which only takes a few seconds. No coding and design skills are required.

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 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 by date range, comparisons, goals, and more.
Customize each metric block
no-code designer

Visualize your performance

Just drag and drop the metrics you want to visualize, then toggle between visualizations or compare performance to other timelines in a few clicks.

Designer screen
  • Drag & drop your metrics

  • No-code editor

    No-code editor

  • Fully customizable

    Fully customizable

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Haven’t found what you’re looking for?

Whether you are looking for client reporting dashboards, agency dashboards, marketing dashboards, or sales dashboards, Databox can help you build them.

Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

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