Author: windsor

Salesforce Sales Funnel dashboard for Looker Studio focused on tracking pipeline health from lead sources to closed outcomes. Visualizes funnel drop‑offs, lead status, and opportunity stages alongside revenue and opportunity trends over time. Breaks down performance by source (e.g., email, partner, referral, web, social) to reveal channels driving qualified leads and won deals. Highlights counts, conversion movement, and value to help prioritize outreach, fix bottlenecks, and forecast. Ideal for sales and marketing teams aligning on where to invest to accelerate conversions.

HubSpot Sales Funnel template for Looker Studio that maps the full journey from views to leads, opportunities, closed deals, and revenue. Highlights deal stage totals (prospect, negotiation, closed won/lost) to spot bottlenecks and prioritize follow-ups. Time-series charts reveal trends in traffic, lead volume, and conversion progress through the pipeline. Ideal for aligning marketing and sales around pipeline health and forecasting outcomes.

HubSpot Marketing Dashboard for Looker Studio centralizes Marketing Hub data to monitor campaign performance and engagement. Track email KPIs (sent, delivered, opened), click-through rate, bounce and unsubscribe trends, and spam reports alongside deals closed and deal amounts. Company-level views surface domains, revenue, employee counts, and industry mix to profile target accounts. Visual layouts highlight trends and outliers so teams can optimize campaigns and tie marketing activity to revenue. Built by Windsor.ai, the template is free and white‑label.

Salesforce Marketing Cloud Dashboard for Looker Studio focused on email marketing analytics, built by Windsor.ai. Tracks core KPIs including emails sent and delivered, unique and total clicks, link click rate, opens, and hard/soft bounces with campaign-level breakdowns. Trend charts visualize engagement and deliverability over time, while tables and pie charts highlight top campaigns and their impact. Helps teams optimize content, journeys, and ROI across Marketing Cloud campaigns. White‑label and free to use.

Klaviyo email marketing analytics for e‑commerce teams, built in Looker Studio to link campaign activity to revenue. Tracks sends, deliveries, opens, clicks, click‑through rate, unsubscribes, and subscriber growth trends. Highlights best and worst campaigns with time‑series views of engagement. Connects email performance to sales with revenue, orders, conversion rate, and average order value. Helps pinpoint what drives conversions and where to optimize targeting, content, and cadence.

HubSpot CRM performance consolidated in Looker Studio with focused views for Overview, Companies, Contacts, and Owners. Track the sales pipeline and conversion funnel, including counts of contacts, leads, opportunities, and customers. Surface top industries and locations of companies to target the right segments. Monitor recent activity and entity changes to spot momentum or bottlenecks. Ideal for sales and marketing teams seeking quick visibility into pipeline health and account coverage.