Dashboard Examples / Sales / CRM
CRM

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.

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Track some of the most common CRM metrics and KPIs and analyze your CRM performance with just a few clicks.

TOP CRM INTEGRATIONS
  • Intrix CRM
  • Eventbrite
  • HubSpot Marketing
  • HubSpot CRM
  • Copper
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You can build a dashboard with any data using Zapier, Make, Google Sheets, or 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 track, and grow your pipelines.

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HubSpot CRM Deals Performance

A visual snapshot of monthly performance by the sales team.

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HubSpot CRM Sales Rep Activity

The HubSpot Sales Activity dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each rep.

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Pipeline Performance

Sales and marketing funnel performance and conversion rate optimization effectiveness.

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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.

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Salesforce Sales Pipeline

This dashboard shows the value of your company's current sales pipeline with a laser focus on what has closed this quarter. It also includes the expected value of the opportunities likely to close before quarter's end.

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Pipedrive CRM Account overview

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

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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.

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Salesforce Leads Overview

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

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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 process, and develop a plan of attack to get them unstuck from your funnel.

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CallRail Overview Dashboard

This dashboard shows the responsiveness of your sales team to incoming calls. It also shows where new calls originate.

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Pipedrive CRM Deals Performance

This dashboard gives you the ability to focus on your Sales KPI's. The simple layout allows you to overview your deal performance in one place.

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HubSpot CRM Deals KPIs

This template aims to display the most relevant metrics for a sales manager's to track in order to ensure their team is hitting their goals.

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Pipedrive CRM Activities Effort

This template was made to give you insight about your sales team activities and KPI's.

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Eventbrite Event Analytics

This dashboard allows you to track all the common KPIs of events from Eventbrite.

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QuickBooks + HubSpot CRM: Financial Performance

This dashboard helps to keep high-level tabs on your overall financial health, and quickly identify points of friction slowing your success.

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SharpSpring Sales Performance

SharpSpring dashboard template provides you with insights from the sales performance report which will help you to track, and grow your sales.

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CallRail Source & Keyword Performance

This dashboard measures source & keyword performance by comparing calls by first time callers, total calls and the average duration of all calls.

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HubSpot CRM Sales Performance

HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.

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HubSpot CRM - Sales Analytics Overview

This databoard tracks different components of closed won deals in order to gauge success and predict future growth.

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Copper Overview Dashboard

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

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Salesforce Pardot Opportunities & Prospects

This dashboard template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.

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Intrix CRM (sales)

Intrix CRM Sales dashboard template provides you with insights about new, open and closed deals which will help you to track, and grow your sales pipelines.

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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.

Custom dashboard

Build custom CRM dashboards

No design or coding skills necessary.

Learn more about Dashboard Designer

What is a CRM Dashboard?

A CRM dashboard allows you to visually monitor, analyze and manage your sales activity and KPIs, goals, leads, and their current stages, as well as the performance of individual sales team members at a glance.

By leveraging the powerful data that a CRM dashboard provides, you’ll be able to make better business decisions, effectively gauge the health of your business, and improve your marketing campaigns and sales strategy as needed.

What Should Be Included in a CRM Dashboard?

When building a CRM dashboard, it is important to only include metrics that are relevant for your business. This will in turn, allow you to quickly identify what’s working and what isn’t, and improve your customer relationships, marketing, and sales strategy over time.

The most important CRM metrics you should be tracking are:

  • Average time to close deal
  • Deals started
  • Deals won
  • Average revenue per new customer
  • All deals by source

How to Create a CRM 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 range, comparisons, goals, and 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 Pipeline
Sales Pipeline Dashboard Templates
Sales Funnel
Sales Funnel Dashboard Templates
Call Tracking
Call Tracking Dashboard Templates
Events
Events Dashboard Templates
Business Development
Business Development Dashboard Templates
Sales Performance
Sales Performance Dashboard Templates