Author: coupler

Sales performance template focused on revenue growth, win rate, and pipeline health. Tracks closed amount, closed deals, average deal size, close rate, median sales cycle, and lost value. Highlights trends in closed vs. lost value, top closed and top lost deals, and loss reasons such as budget constraints or pricing. Compares rep results with best and worst owners by close amount to pinpoint coaching opportunities. Includes dedicated views for sales pipeline and team performance for a complete CRM snapshot.

Shopify dashboard templates by Coupler.io bring orders, inventory, marketing, and customer data into Looker Studio for clear, real-time ecommerce tracking. Monitor orders, total sales, average order value, discounts, tax, returns, customers, and processing time, with breakdowns by traffic source and shipping country. Connect Shopify with GA4 and ad platforms to link spend to conversions and ROI, uncover funnel drop‑offs, and optimize budget allocation. Use SKU‑level insights like days of stock remaining to prevent stockouts and plan procurement with confidence. Ideal for store owners and marketers who need a consolidated view of performance and growth levers.

Cross‑channel marketing funnel template that unifies ads, web analytics, ecommerce, and email data to map the path from first impression to purchase. It tracks spend, clicks, CTR, CPC/CPM, new users/customers, orders, total sales, ROI/ROAS, cost per order, and average order value with clear funnel stages. Weekly breakdowns and trend charts reveal drop‑offs between stages and highlight the campaigns and emails driving qualified leads and revenue. Ideal for optimizing budgets, improving product and checkout flow, and proving impact across Facebook Ads, Google Ads, GA4, Klaviyo/Mailchimp, and Shopify.

Ecommerce performance template for Shopify that connects store sales with GA4 traffic to map the full funnel from sessions and views to add‑to‑carts, checkouts, and purchases. Highlights key KPIs like orders, total sales, average order value, and average items per order alongside total and new users. A monthly funnel table and trend charts reveal sales growth, customer acquisition, and conversion bottlenecks. Ideal for spotting what drives revenue and where shoppers drop off.

Looker Studio template for analyzing Salesforce pipeline outcomes and team productivity. Visualizes won and lost opportunities, won/lost amounts, win rate, and reasons for lost deals by rep, opportunity type, size, and lead source. Highlights totals and trends to benchmark performance and spot revenue swings. Adds task analytics—open/closed tasks and median task age—to monitor throughput and remove bottlenecks. Ideal for sales leaders to prioritize coaching, refine tactics, and forecast more accurately.

Sales funnel dashboard template that tracks the full journey from first touch to closed customer by unifying CRM and marketing data. Integrates HubSpot or Pipedrive with Google Analytics, Google Ads, and Facebook Ads to visualize multi‑stage conversions and drop‑offs by channel, country, and item. Highlights channel attribution, geographic performance, and spend vs. conversion efficiency so you can reallocate budget and fix bottlenecks faster. Monitors impressions, clicks, website visitors, CRM leads, MQLs, SQLs, conversion rates, CPL, cost per SQL, bounce rate, and revenue impact. Ideal for marketers, sales teams, and agencies needing a clear view of acquisition performance and ROI.

Salesforce sales analytics template for Looker Studio that unifies team performance, pipeline movement, and revenue trends into one view. Prebuilt pages surface Sales overview plus Open, Won, and Lost opportunities with breakdowns by owner, account, source, and deal size. Tracks the essentials: total sales, pipeline value, expected revenue, win/close/lost rates, average days to close, open deal age, and won/lost counts and amounts. Surfaces top performers, stage bottlenecks, and win/loss patterns to improve forecasting and execution. Powered by Coupler.io with automated refresh to keep Salesforce data current in Looker Studio.

Facebook Ads ecommerce dashboard focused on ROAS and revenue impact across campaigns and ad sets. Tracks the full acquisition funnel from impressions and link clicks to adds to cart, checkouts, and purchases, with key cost metrics like CPM, CPC, CPA, and cost per purchase. Visualizes spend vs. purchases value over time and highlights average purchase value for quick ROI reads. Includes trend charts for clicks and purchases plus a detailed campaign performance table to pinpoint top- and under-performing ads. Built for ecommerce teams to optimize budgets, reduce funnel drop‑offs, and grow profitable conversions.

Sales performance template focused on closed deals and revenue impact. Track closed revenue, average deal size, lost amount, and 12‑month trends for closed and lost deals. Monitor close rate, top won and lost deals, and loss reasons to improve win rates. Compare best and worst owners by closed amount to pinpoint coaching and recognition opportunities. Filter by date and source to see which channels drive results and where deals stall.