Author: coupler

Salesforce Win/Loss analysis focused on understanding which opportunities convert and which don’t. Tracks won and lost amount, number of opportunities, average deal size, and win/loss rates with monthly trends. Highlights performance by industry, owner, lead source, and country to expose strong segments and leakage points. Helps spot seasonality, monitor rep effectiveness, and target channels that bring higher‑value wins. Built for quick sales performance reviews and pipeline optimization.

Salesforce CRM dashboard template focused on pipeline health, revenue trends, and sales performance. Tracks core KPIs including total sales, pipeline value, win rate, close rate, average days to close, open deals, expected revenue, and deal age. Highlights deal stage progression and revenue by lead source to spot bottlenecks and channel impact. Compares trends such as closed amount vs won opportunities and expected revenue vs opportunities due. Surfaces best and worst-performing owners to guide coaching and resource allocation.

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.

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.