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Salesforce dashboard

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.

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Quick overview of the Salesforce dashboard

Get an overview of your sales activities

Monitor all your sales opportunities on one dashboard page and drill them down by type, stage name, lead source, and other parameters.

Understand the state of your open opportunities

Keep track of your open opportunities and the revenue they can bring, and invest your best effort in winning all or most of them.

Quickly identify who and what brings more won opportunities

See who the most efficient members of your team are and what their probability of bringing more won opportunities and, hence, revenue is.

Analyze lost opportunities to improve your KPIs

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!

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Metrics you can track with the
Salesforce sales dashboard

Revenue

It represents the total amount of money generated from sales activities over a specific period. Revenue as a metric is crucial to understand and track growth trends.

Revenue per Opportunity

It shows the average revenue generated per sales opportunity. This metric allows you to assess the value of each opportunity, so you can focus on the most lucrative deals.

Probability of Winning

It shows the likelihood of an opportunity to be successfully converted into a sale. This metric helps you prioritize opportunities and allocate resources more efficiently.

Sales Opportunities

It counts the total number of sales opportunities in the pipeline. This metric provides insights into potential future revenue. So, it's essential for sales planning and forecasting.

Lost Opportunities

It shows the number of opportunities not converted into sales. This number is needed to reveal patterns and areas for improvement in the sales process.

Won Opportunities

It represents the total number of opportunities successfully converted into sales. The metric directly indicates sales success and team performance.

Open Opportunities

This metric counts all active opportunities that are not yet closed as won or lost. You need this data to understand the volume of ongoing sales efforts and potential revenue.

Opportunities with Open Activity

It identifies opportunities that have scheduled yet-to-be-completed activities such as calls, meetings, etc.. The metric allows you to estimate engagement with prospects.

Opportunities with Overdue Tasks

It shows opportunities with overdue tasks or activities. With this metric, you know where an immediate attention is needed to prevent potential opportunity loss.

Average Push Count

It indicates the average number of times the expected close date of an opportunity has been moved forward. With this metric, you can reveal potential issues in sales forecasting or execution.

Average Days from Opening to Today

It calculates the average number of days opportunities have been active since creation. The metric offers insights into sales cycle length and efficiency..

Average Days to Close Opportunity

It shows the average duration from opportunity creation to closure (won or lost). The metric is essential to understand sales process efficiency and identify bottlenecks.

Frequently asked questions

What is a Salesforce sales dashboard?

The Salesforce sales dashboard is a detailed analytical tool that provides insights into your CRM data. The dashboard encloses 4 reports:

Sales overview
Open opportunities
Won opportunities
Lost opportunities

The dashboard offers an overview of your sales pipeline performance. You can track revenue be period and by account. This means you get a solution to track the performance of your sales team as well.

In addition to the overview of sales opportunities, you get their breakdown by status. As a result, you can understand how much revenue you can generate and how much has already been lost.

The real value of the sales dashboard Salesforce is a real-time snapshot of business health. With it, you can monitor your sales team (KPIs), set and achieve goals, and enhance productivity.

How to build a Salesforce sales dashboard?

To create a Salesforce sales dashboard from scratch, you'd need to:

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

The Salesforce dashboard template by Coupler.io spares you all these time-consuming steps. You only need to connect the dashboard to your Salesforce account using the built-in connector. This connector bind Salesforce and Looker Studio where the dashboard is designed.

In a moment, the dashboard will be populated with your data.

The Salesforce dashboard will be refreshed every day according to the preconfigured connector. If you need a more frequent refresh interval, you'll need to change this in the schedule setup. Coupler.io allows you to schedule exports of Salesforce data up to every 15 minutes.

Why you should use a Salesforce sales dashboard

The Salesforce sales dashboard is your key to improving sales performance. It provides you with live updates on your sales metrics to eliminate the lag between data collection and analysis. With the dashboard at hand, sales teams will react promptly to emerging opportunities and challenges. As a result, your potential deals won't slip through the cracks.

Enhanced decision-making

The Salesforce dashboard provides access to a wealth of sales data visualized through charts, graphs, and tables. All this lets sales managers and teams can make informed decisions quickly. Thanks to the built-in Salesforce connector, you get a 360-degree view of the sales pipeline. Such comprehensive insight fosters data-driven decision-making, which is crucial to optimize sales strategies.

Fine tuned sales process

With the Salesforce dashboard, you can monitor most sales-related metrics in one place. It will highlight areas of efficiency and bottlenecks within the sales pipeline. As a result, sales teams can increase their productivity based on data. The reporting automation also frees up valuable time to focus more on selling and less on administrative tasks.

Improved collaboration

Sales success often depends on the seamless collaboration between team members. With the Salesforce sales dashboard, you provide all team members with access to the same insights. This shared understanding of performance and challenges facilitates better teamwork. Everyone will work toward the same targets with a clear understanding of their efficiency in the sales process.

Why you need a Salesforce sales dashboard

Our Salesforce dashboard is not a report stuffed with meaningless charts and graphs. It's a sophisticated analytics solution to power your decision-making. The dashboard provides insights into your sales pipeline and every opportunity performance. Using the Salesforce sales dashboard is essential to maximize your sales potential.

Sales details overview

Sales overview is the dashboard's shop front. It offers an overview of the primary metrics, starting with the total revenue and number of opportunities. You will see several charts that visualize these two metrics by opportunity status, accounts, and period. At the bottom, you'll also see a table with a detailed breakdown of all opportunities. This overview allows sales managers and team members to stay informed and focused on their goals.

All sales opportunities tracking

Every sales opportunity, regardless of size or stage, is a potential revenue source. The dashboard allows you to track these opportunities. It provides insights into active deals so you can prioritize your efforts. For instance, you can nurture promising leads and allocate resources to maximize conversion rates. You can use this tracking solution to maintain a healthy sales pipeline.

Understand revenue and opportunities by stage

The Salesforce dashboard provides insights into opportunities distribution across sales pipeline stages. This information is crucial to forecast revenue and identify bottlenecks. With the sales dashboard, you get a breakdown of opportunities by stage. This segmentation lets you understand which areas require more attention. As a result, you can formulate strategies to move deals forward and close gaps in the pipeline.

Detailed analysis of open opportunities

Every open opportunity represents potential future revenue. The Salesforce dashboard provides a detailed analysis of these to estimate the pipeline's health. You get insights into the specifics of each open deal, such as the expected close date, deal size, and the probability of closing. With this data, sales managers can prioritize efforts on high-value or high-probability deals.

Detailed analysis of won opportunities

Analyzing won opportunities can give you an understanding of the factors contributing to successful deals. This is the key to replicating future success, and the Salesforce dashboard can provide it. The dashboard offers an in-depth look at won opportunities. You can analyze patterns, strategies, and behaviors that led to success. As a result, sales managers can refine their tactics and optimize their efforts.

Detailed analysis of lost opportunities

The examination of lost deals is equally important. The Salesforce dashboard dives into the details of opportunities that didn't convert. This provides critical insights into what went wrong. Whether it's issues with pricing, product fit, or sales approach - it's essential to understand these factors. This analysis allows sales teams to adjust their strategies and reduce future losses.

High five for scrolling till the very end!
Enjoy your dashboard!

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Salesforce sales dashboard template

Quick overview of the Salesforce dashboard

Get an overview of your sales activities

Understand the state of your open opportunities

Quickly identify who and what brings more won opportunities

Analyze lost opportunities to improve your KPIs

Acquire peace of mind with the custom Salesforce sales dashboard

Plug-and-play analytics tool

Automate data refresh

White-label template

No need to build a sales dashboard Salesforce from scratch. Use the fully automated template!

Check out the Coupler.io dashboard gallery

Metrics you can track with the Salesforce sales dashboard

What is a Salesforce sales dashboard?

How to build a Salesforce sales dashboard?

Why you should use a Salesforce sales dashboard

Why you need a Salesforce sales dashboard

High five for scrolling till the very end! Enjoy your dashboard!

No need to build a sales dashboard Salesforce from scratch.
Use the fully automated template!

Metrics you can track with the
Salesforce sales dashboard

High five for scrolling till the very end!
Enjoy your dashboard!