×

注意！页面内容来自https://databox.com/dashboard-examples/sales-pipeline，本站不储存任何内容，为了更好的阅读体验进行在线解析，若有广告出现，请及时反馈。若您觉得侵犯了您的利益，请通知我们进行删除，然后访问 原网页

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 startedjust choose a templateconnect your dataand your metric visualizations will populate automatically.

Try It Free

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
  • Google Analytics 4
  • ChartMogul
Don’t see your SEO tool?
You can build a dashboard with any data using ZapierMakeGoogle Sheetsor 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 trackand grow your pipelines.

Dashboard example

HubSpot CRM Deals Performance

A visual snapshot of monthly performance by the sales team.

Dashboard example

Pipeline Performance

Sales and marketing funnel performance and conversion rate optimization effectiveness.

Dashboard example

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.

Dashboard example

Pipedrive CRM Account overview

Pipedrive CRM dashboard template provides you with insights about opportunitieslost and won deals all to make sales more efficient.

Dashboard example

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.

Dashboard example

Salesforce Leads Overview

This template gives you a complete overview of your leads in Salesforce so you can accurately track your sales progress.

Dashboard example

HubSpot Marketing Conversion Pipeline

This template provides information to marketing and sales teams about their conversion ratesas 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.

Dashboard example

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 processand develop a plan of attack to get them unstuck from your funnel.

Dashboard example

Copper Overview Dashboard

This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.

Dashboard example

Salesforce Pardot Opportunities & Prospects

This dashboard templateyou're able to track your most important leadsmonitor their growthand reveal which campaigns have been most productive.

Dashboard example

Intrix CRM (sales)

Intrix CRM Sales dashboard template provides you with insights about newopen and closed deals which will help you to trackand grow your sales pipelines.

Dashboard example

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.

Dashboard example

SaaS Customer Acquisition (GA4 + ChartMogul)

A streamlined overview of the SaaS customer acquisition funneltracking key stages from websites to lead generation and conversionproviding insights into customer acquisition ratesengagementand overall funnel performance.

Custom dashboard

Build custom Sales Pipeline dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

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 CTAsforecast sales and revenue more accuratelyand 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 dashboardit is important to select the right sales metrics and KPIs. This will in turnallow 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 rangecomparisonsgoalsand more.
Customize each metric block

Explore even more Sales dashboard templates

Sales Leads
Sales Leads Dashboard Templates
Sales Team Activity
Sales Team Activity Dashboard Templates
Sales Funnel
Sales Funnel Dashboard Templates
Call Tracking
Call Tracking Dashboard Templates
Events
Events Dashboard Templates
CRM
CRM Dashboard Templates
Business Development
Business Development Dashboard Templates
Sales Performance
Sales Performance Dashboard Templates