Must-Have CRM Dashboard Templates
These CRM dashboards come pre-built with some of the most commonly tracked KPIs and metrics from the most popular tools. You can also customize your templates later. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically.
Top CRM integrations
HubSpot CRM Sales Rep Activity
Intrix CRM (sales)
Intrix CRM (users)
Reporting Intro Slide
SharpSpring Sales Performance
HubSpot CRM - Sales Analytics Overview
Pipedrive CRM Deals Performance
HubSpot Full Funnel Analysis
Salesforce Leads Overview
Pipeline Performance
Marketing & Sales Deals Overview
Salesforce Pardot Opportunities & Prospects
HubSpot Marketing Lead Source Dashboard
Pipedrive CRM Account overview
HubSpot CRM Deals KPIs
Copper Overview Dashboard
QuickBooks + HubSpot CRM: Financial Performance
CallRail Source & Keyword Performance
HubSpot CRM Deals Performance
HubSpot CRM Overview Performance
Pipedrive CRM Activities Effort
Eventbrite Event Analytics
CallRail Overview Dashboard
HubSpot CRM Sales Performance
Don't see your CRM tool?
You can build a dashboard with any data using Zapier, Make, Google Sheets, or a SQL database.
Can't find the exact template? Build your own.
Build the CRM dashboard your team actually needs
Create a custom view of your most important CRM metrics – no coding or design skills required.
Centralize
See every client's performance in one place
Save account managers from hours of copy-paste reporting work.
