CRM dashboard examples and reporting templates
Monitor your sales pipeline health with an automated CRM reporting dashboard that consolidates data from PipedriveHubSpotor Salesforce. Track deal progressionanalyze team performanceidentify bottlenecks in your sales processand make faster decisions based on up-to-date opportunity insights from your CRM platform.
CRM dashboard examples for every need
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What is a CRM dashboard?
The dashboard consolidates opportunity datacontact informationand activity tracking into unified reports that enable sales leaders to monitor pipeline movementidentify at-risk dealsand optimize conversion rates. With automated data refreshing on a schedule through Coupler.ioour CRM dashboard templates ensure you're always working with current information without manual data entry. It creates a single source of truth for your sales operations across your entire team.
What reports should be included in CRM dashboards?
An efficient CRM analytics dashboard should integrate several key report types that provide complete visibility into your sales pipeline performance. Based on our analysis of PipedriveHubSpotand Salesforce dashboardswe recommend incorporating these four critical report categories:
The pipeline health report provides visibility into how opportunities move through your sales stagestracking deal counts and values at each phase from initial contact to closed won or lost. This report includes stage-specific conversion ratesaverage time spent in each stageand bottleneck identification showing where deals typically stall. It helps sales managers understand pipeline velocityforecast revenue accuratelyand intervene when deals aren't progressing as expected.
The team performance report delivers insights into individual sales rep effectiveness by comparing closed amountswin ratesclose ratesand average days to close across your team. It includes pipeline distribution by agent showing how deals are allocated across different sales stageshelping managers balance workload and identify coaching opportunities. This report highlights top performers whose strategies can be replicated and reveals underperformers who may need additional support or training.
The opportunity analysis report focuses on specific deals requiring attentionincluding top open opportunities ranked by value and probabilityrecently won deals showing successful patternsand stalled opportunities that haven't progressed within expected timeframes. This report helps prioritize follow-up activitiesallocate resources to high-value dealsand prevent revenue leakage from neglected opportunities.
The win/loss report analyzes the specific reasons behind successful and failed dealscategorizing outcomes into factors like product qualitypricing competitivenessfeature limitationsor timing issues. This report provides crucial feedback for product developmentpricing strategyand sales messaging by revealing patterns in what drives conversions and what causes prospects to choose competitors.
What insights you can get with a CRM reporting dashboard
Compare individual sales rep performance across key metrics including closed amountwin ratesclose ratesand average days to close. The visual pipeline breakdown by agent shows deal distribution across stages from lead-in to closed won/lost. This insight helps identify top performersoptimize deal assignmentsand provide targeted coaching based on specific weaknesses in conversion rates or deal velocity.
Monitor open opportunities with probability scoreswon deals by closed amountand stalled deals by days inactive. Analyze specific reasons behind won and lost deals to understand what drives success and failure. Sales teams can prioritize high-probability dealsre-engage stalled opportunities before they're lostand refine strategies based on win/loss patterns that reveal competitive strengths and weaknesses.
Track all open opportunities with complete detailsincluding deal amountpipeline stageowner assignmentaccount namedeal typelead sourceand originating campaign. Filter and sort opportunities by any dimension to understand which marketing campaigns and lead sources generate the highest-value deals. This granular view helps sales teams prioritize follow-ups and marketing teams optimize budget allocation toward the most profitable acquisition channels.
Track deal movement across pipeline stages by month to identify where opportunities stall or drop off. The breakdown shows deal counts at each stage from appointment scheduled through closed wonrevealing conversion patterns and bottlenecks. Teams can pinpoint which stages consistently lose the most dealsoptimize stage-specific processesand forecast future revenue based on current pipeline distribution.
How to create a CRM dashboard?
Metrics you can track with a CRM dashboard template
Monitor the total revenue generated from closed won deals across your entire sales team or filtered by individual ownertime periodor deal type. The dashboard for CRM visually highlights which sales reps or product lines contribute the most to your revenueenabling focused resource allocation and performance-based compensation decisions. This metric is fundamental for understanding revenue achievement against targets and identifying your most valuable revenue drivers.
Track the percentage of deals that result in closed won outcomes compared to total closed deals (won plus lost). This metric reveals how effectively your sales team converts qualified opportunities into customers and helps identify which repsdeal typesor sales strategies produce the highest success rates. Low win rates may indicate poor lead qualificationineffective sales processesor competitive disadvantages that need addressing.
Measure the percentage of all deals (including open opportunities) that reach a closed statuswhether won or lost. Unlike win rate which only considers closed dealsclose rate shows how efficiently your team moves opportunities through the pipeline to resolution. This metric helps identify deals that remain in limbo and reveals whether your team needs better qualification criteria or more aggressive pipeline management to prevent deal stagnation.
Calculate the mean number of days between deal creation and closingproviding insight into your sales cycle length. This metric helps forecast revenue timingidentify deals taking longer than expectedand benchmark sales efficiency across different deal types or team members. Shorter sales cycles typically indicate better qualificationmore effective sales processesor stronger product-market fit.
Track the mean number of days that currently open opportunities have been in your pipeline since creation. These CRM dashboard examples show how long deals have been active without reaching a closed statushelping identify opportunities that may require immediate attention or re-engagement. This metric is particularly valuable for maintaining pipeline momentum and preventing deals from going stale.
Monitor the total number of opportunities currently in your pipeline that haven't reached a closed status. This metric helps sales managers assess whether the pipeline volume is sufficient to meet upcoming revenue targets. Combined with deal values and win probability dataopen deals count provides the foundation for accurate sales forecasting and resource planning.
Track the aggregate potential revenue from all opportunities currently in your pipeline. Our CRM dashboard templates display the sum of all open deal amountsproviding a high-level view of potential revenue at risk or in progress. This metric helps leadership understand the total value of active opportunities and assess whether current pipeline coverage is adequate for meeting quarterly or annual targets.
Monitor the total number of opportunities that closed without resulting in a sale. This metric provides insight into how many potential customers your team failed to convert and serves as a key indicator of competitive pressurepricing challengesor sales process effectiveness. Tracking lost deals over time reveals trends in pipeline quality and conversion efficiency.
Track the total number of opportunities that successfully closed with a sale. This metric measures sales team productivity and success in converting pipeline opportunities into customers. Combined with win rate and average deal valuewon deals count helps assess whether your team is meeting activity-based goals and maintaining healthy conversion levels throughout the sales process.
Identify the number of opportunities that haven't progressed or shown activity within a defined timeframe. This metric highlights deals at risk of being lost due to inactivity and enables proactive re-engagement before opportunities go cold. Sales managers use stalled deals count to prioritize coaching interventions and ensure team members maintain consistent follow-up cadences.
