Salesforce sales dashboard template
Use our Salesforce dashboard template in Looker Studio to have the essential sales analytics data at your fingertips. Connect the dashboard to your Salesforce data to extract insights into your sales pipeline performance.
Quick overview of the Salesforce dashboard
Monitor all your sales opportunities on one dashboard page and drill them down by type, stage name, lead source, and other parameters.
Keep track of your open opportunities and the revenue they can bring, and invest your best effort in winning all or most of them.
See who the most efficient members of your team are and what their probability of bringing more won opportunities and, hence, revenue is.
Get a detailed overview of the opportunities and revenue your sales team lost to understand how you can improve their performance.
Acquire peace of mind with the custom Salesforce sales dashboard
Plug-and-play analytics tool
Get a detailed overview of your sales opportunities and revenue with our Sales dashboard template. Easily connect the template to your Salesforce account and populate the dashboard with your data.
Automate data refresh
Automate the data refresh for your custom Salesforce sales dashboard to always have the up-to-date insights at your fingertips. Enjoy the automated data flow and forget about manual copy-pasting of your data.
White-label template
Fine tune the sales Salesforce dashboard to meet the requirements of your sales reporting and analytics. You can personalize visuals, colors, filters, metrics, and more without any hassle.
No need to build a sales dashboard Salesforce from scratch.
Use the fully automated template!
Check out the Coupler.io dashboard gallery
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Analyze your Snapchat Ads campaigns with detailed metrics on impressions, swipe-ups, views, spend dynamics, and purchases.
Gain insights into your Quora Ads campaigns and monitor the performance metrics such as clicks, amount spent, conversions, and so on.
Overview the performance of your advertising campaigns in Google Ads and track monthly dynamics of key metrics.
Evaluate the performance of your PPC campaigns launched on Google and use these insights to optimize budgeting and conversion.
Track how your Facebook ad campaigns perform on mobile devices with key metrics like mobile app installs, cost per mobile app install, mobile app purchase value, and others.
Analyze the acquisition funnel of your Facebook ads campaigns to understand how many clicks lead to purchases.
Analyze the performance of your advertising campaigns on Facebook in converting traffic into leads.
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Monitor your Facebook page's performance to understand your audience engagement and optimize your content strategy.
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Analyze your Shopify store traffic by channels, countries, and items based on the data collected from Google Analytics 4
Get an overview of the traffic coming to your Shopify store based on information from Google Analytics 4.
Monitor your Shopify store's orders to efficiently manage sales, shipping, inventory, and identify customer trends.
Access the performance of your Shopify ecommerce store and uncover critical insights into how to manage your orders effectively and increase revenue.
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Get an overview of the HubSpot sales metrics and KPIs to see how many deals are won or lost, how much revenue you generate, and derive other insights into pipeline health.
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Get a detailed overview of your opportunities in Salesforce and analyze the performance of your sales team.
Monitor your Salesforce sales efforts with an overview of your opportunities, accounts, and campaigns. Track the key metrics, check how the team performs, and understand what drives your revenues.
Monitor the effectiveness of your sales team and derive insights into how to optimize your sales pipeline conversions in Salesforce.
Analyze your sales funnel performance with the insights collected from Salesforce, Google Analytics, and the ad platforms you use for lead generation.
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Get insights into your sales team's effectiveness in converting opportunities within your sales pipeline in Salesforce.
Get detailed analytics of your lost and won opportunities by amount, lead source, country, and more on one interactive dashboard.
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Monitor the performance of your LinkedIn advertising campaigns to identify weak points and optimize your budget and targeting.
Get a data-based perspective to make decisions for optimizing your LinkedIn Ads advertising campaigns and improving their performance.
Get an overview of your YouTube channel's traffic performance based on the data loaded from Google Analytics 4.
Analyze the traffic performance of your YouTube channel using the dashboard powered by data from Google Analytics 4.
All the key information about your YouTube channel in one concise dashboard. Track performance, monitor subscriber base growth, and analyze the sources that bring you views.
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Track and analyze the performance of your advertising campaigns across various platforms using a one-stop PPC dashboard in Tableau
about your case. It doesn't cost you a penny 😉
Metrics you can track with the
Salesforce sales dashboard
- Sales overview
- Open opportunities
- Won opportunities
- Lost opportunities
- Pull data from Salesforce to a BI tool
- Create a report and adorn it with different meaningful charts and tables
- Manually refresh dataset in your dashboard to keep it up-to-date
