Free CRM Dashboard Examples and Templates | Databox - beplay登录注册,beplay体育appios

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 (Sales 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.

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.

Pipedrive CRM: Account overview

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

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 CRM Yearly Sales Performance Review

This dashboard tracks the most relevant and important sales performance metrics at a yearly, quarterly and monthly level. Use this board to get high level and granular views of your sales in order to determine how to move forward.

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.

Reporting Intro Slide

This gives you a template for an introductory slide to your monthly presentation.

CallRail Overview

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

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.

Salesforce: Leads overview

This template gives you a overview of your leads in Salesforce so you can accurately track your sales progress. Advanced Salesforce reports can be build with the Query builder tool.

Sales Manager 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.

Sales Rep Performance

Use this dashboard to track Sales Reps against their personalized goals. Duplicate this datawall for each representative to ensure every member of your team is hitting their goals.

HubSpot Mktg+Value Journey Canvas (Ascend)

This template tracks key data points to align sales and marketing and how you're maximizing the ascend stage of the Value Journey Canvas.

Monthly Sales Activity (Sales Rep View)

This template is for sales reps to manage and track their montly sales activity metrics in terms of emails, calls, and deal stages.

Pipedrive CRM: activities effort

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

Eventbrite (Event Analytics)

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

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.

Hubspot Marketing & Sales Basic KPIs

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

HubSpot CRM Essentials - BDR Sales Rep Habits

This dashboard is a guide to getting your sales rep started with the right behaviors while using HubSpot CRM. You'll help your rep stay on top of their own productivity and accountability with this behavior-changing dashboard.

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 CLOSE Performance

Measure team performance, activity, and goal pace with this template. Keep track of Deal sources as you move through the closing stages.

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.

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.

HubSpot (Marketing & Sales Waterfalls)

HubSpot的营销+销售仪表板模板ses data from both Hubspot services to show your full marketing funnel and sales pipeline.

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.

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.

Sales Team Overview

Sales Team Overview. View metric: emails logged, meetings booked, calls logged, performance review, new deals created amount, close rate, closed won deals amount.

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.

Basic HubSpot Marketing Funnel

This template provides information to marketing and sales teams about their conversion rates, as well as giving a clear view of the full funnel and a detailed analysis of how the day-to-day is behaving.

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.

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 CRM Sales Drilldown

HubSpot CRM Sales Drilldown: contacts, new deals, won, revenue, deals closed amount, all deals by source, deals created

Eventbrite Events

This dashboard helps you track all the metrics around one big annual event, like a conference.

HubSpot的营销+ CRM:客户收购

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

Sales Team Drilldown

Sales Team Drilldown. View metrics by owner: emails logged, meetings booked, calls logged, average closed won deal amount, new deals created amount, close rate, closed won deals amount:

HubSpot Contact Performance

This dashboard shows you the flow of contacts through the marketing funnel.

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.

Closed Won Totals (Sales Rep View)

This dashboard helps sales reps stay on track to reach their annual goals.

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.

HubSpot Mktg Inbound Marketing Performance Review

This template helps you track key Inbound Marketing performance metrics like traffic performance by source, contacts by lifecycle stages, email performance, landing page performance and blog performance.

Email Marketing Performance

Email performance overview out of HubSpot

Sales Rep Drilldown

Use this free dashboard template to track individual Sales Rep’s productivity and performance over time and against goals.

CallRail: Campaigns overview

This dashboard shows the performance of your campaigns and responsiveness of your sales team.

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.

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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: