Pipedrive CRM Dashboard Template

Template created by Databox Databox
This free, easy-to-use dashboard template allows you to track and visually monitor your sales pipeline to see how deals are moving through different stages. Get full visibility of your team’s activities and efforts towards winning more deals.

Uses one-click integrations:

  • Pipedrive CRM Pipedrive CRM

If you don’t use Pipedrive CRM, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this Pipedrive CRM Dashboard Template:

Use this Pipedrive CRM dashboard to get an instant snapshot of all opportunities, lost, won deals, and your team’s progress towards your set monthly sales goals. Connect your Pipedrive CRM account and learn:

  • What’s the value of all won deals? Find out how much your won deals are worth in total at any given time. Compare the monetary value of all won deals for the current period to previous time periods.
  • How many deals have my sales team closed this month? See how many deals your sales team closed within a certain period of time. By tracking the number of deals your sales reps close daily, you’ll be able to know if your team members are on track to meet their sales quotas and/or if changes or improvements are needed to optimize your sales process and to keep your sales pipeline healthy.
  • How do I monitor sales performance? Get a comprehensive overview of your sales pipeline data at any given time. By tracking your most important sales pipeline KPIs, such as deals started, new organizations, new contacts, activities added, emails sent and received, you’ll be able to identify improvement opportunities quickly.
  • Who is my best performing sales rep? See how many deals were handled by your sales representatives and the total value of deals won by each sales team member. Use this information to determine your high performers based on the number of activities and won deals.
  • How do I monitor sales activities carried out by team members daily? Conveniently track and monitor key sales activities, including contacts, meetings, opportunities, and more at any given time.
  • What are the most common reasons for lost deals? View the total number of lost opportunities and the reason(s) for these missed opportunities. Use this information to improve and change your sales strategy, especially if this is repeatedly stated as the reason why your leads keep opting out from purchasing your product or service.

Pull additional data using our deep integration with Pipedrive CRM

What else can you track and visualize with our deep integration with Pipedrive CRM? When it comes to leads, sales & revenue, almost anything:

    • Sales pipeline and leaderboards
    • Calls and meetings booked
    • Sales cycle duration
    • Deals by stage
    • Closed Won (and lost) deals
    • Sales activity by sales rep and more.

There are many, many different metrics and metric combinations you can track using Pipedrive CRM. And in Databox, you can quickly visualize dozens of sales metrics in a variety of different ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s Pipedrive CRM integration.

Pipedrive CRM Pipedrive CRM metrics included in this template
  • Activities Added

    Number of Activities Added during the specified Date Range.

  • Activities Completed

    Number of Activities Completed during the specified Date Range. Activities can be Emails, Calls, In-person Meetings and Demos.

  • Calls Added

    Number of Calls Added regardless of Outcome during the specified Date Range.

  • New Contacts

    Number of Contacts Added during the specified Date Range.

  • Deals Lost by Reason

    Number of Deals Lost during the specified Date Range split up by Lost Reason.

  • Deals Won

    Number of Deals Won during the specified Date Range.

  • Deals Won Amount

    Revenue from Deals Won during the specified Date Range.

  • Deals Won Amount by Deal Creator

    Revenue from Deals Won during the specified Date Range split up by Deal Creator.

  • Deals Won by Deal Creator

    Number of Deals Won during the specified Date Range split up by Deal Creator.

  • Emails Added

    Number of Emails Added regardless of Outcome during the specified Date Range.

  • Emails Received

    Number of Emails Received during the specified Date Range.

  • Emails Sent

    Number of Emails Sent during the specified Date Range.

  • Lunches Added

    Number of Lunches Added regardless of Outcome during the specified Date Range.

  • Meetings Added

    Number of Meetings Added regardless of Outcome during the specified Date Range.

  • Deals Started

    Number of New Deals Created in specified Date Range.

  • Deals Started Amount

    Amount of New Deal Revenues during the specified Date Range.

  • New Organizations

    Number of Organizations Added during the specified Date Range.

  • Tasks Added

    Number of Tasks Added regardless of Outcome during the specified Date Range.

Customize dashboard
Explore all of Databox’s functionalities:

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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