Dashboard Examples / Sales / CRM

Free 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.

Create your free Databox account

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

TOP CRM INTEGRATIONS

Don’t see your SEO tool?
You can build a dashboard with any data using Zapier, Integromat, Google Sheets, or a SQL database.

HubSpot CRM

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

Sales Overview

A visual snapshot of monthly performance by the sales team.

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.

Pipeline Performance

Sales and marketing funnel performance and conversion rate optimization effectiveness.

Pipedrive CRM: Account overview

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

HubSpot (Leads by Source)

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.

Salesforce Essentials: Expected Value of 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.

Marketing & Sales 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.

Salesforce Leads Dashboard

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

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.

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.

CallRail Overview

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

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.

Eventbrite Event Analytics

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

Hubspot Marketing & Sales Basic KPIs

This template was made for C-Level executives who want to track their Marketing and Sales teams KPI's.

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.

Pipedrive CRM: activities effort

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

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.

Marketing Funnel Rollup (3 HubSpot Sources)

This template gives you the ability to aggregate information from 3 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.

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.

HubSpot Mktg & CRM System Health Dashboard

This SLA-inspired template will give you an overall snapshot of team performance for Sales & Marketing. Track lifecycle stage conversion rates along with Marketing & Sales team activities within the HubSpot Marketing & HubSpot CRM systems.

Marketing & Sales SLA Dashboard

This Marketing & Sales dashboard offers a high level overview of cumulative results driven by digital activity on an annual basis.

HubSpot (Marketing & Sales Waterfalls)

The HubSpot Marketing + Sales dashboard template uses data from both Hubspot services to show your full marketing funnel and sales pipeline.

Copper Overview

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

HubSpot CRM - Sales Analytics Overview

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

Pardot (opportunities & prospects overview)

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

HubSpot Marketing + CRM: Customer Acquisition

This dashboard lets you analyze your newly acquired customers by tracking the number of new deals created in HubSpot CRM.

KPI Trends

This HubSpot Marketing template allows you to compare last year's KPIs to this year's KPIs to your own personal goals. Simultaneously, it gives you the opportunity to share notes on key takeaways.

HubSpot Annual Results

This dashboard gives a brief overview of year-to-date results from three key parts of the funnel- visits, leads and customers.

Marketing Funnel Rollup (2 HubSpot Accounts)

This template gives you the ability to aggregate information from 2 HubSpot accounts. Using data calculations, we add together the core marketing funnel values.

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.

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.

Load more (22)

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

Using Databox’s Dashboard Designer, building a dashboard is as simple as connecting a data source, choosing the metrics you need from our Metrics Library, and watching your visualizations populate in seconds. No coding and design skills are required.