Author: portermetrics

A Looker Studio CRM template focused on B2B performance, tracking sales revenue, total deals, won/lost ratios, and lead-to-customer conversion. Visualizations cover pipeline by stage, funnel performance, time to close, and performance by assignee to find bottlenecks and high-impact opportunities. Segment results by sales region, product category, and customer segment to compare outcomes and prioritize actions. Pull metrics such as contacts created, deals closed, email sends, opens, clicks, bounces, and campaign revenue from sources like HubSpot or Google Sheets. Designed to align marketing and sales around one view of pipeline health and growth.

A HubSpot report template for Looker Studio that tracks B2B sales and marketing performance end to end, including lead conversion rates, pipeline stage drop‑offs, customer acquisition cost, deal close rates, and revenue growth. Segment results by industry, company size, sales region, and lead source to uncover where growth is coming from. Prebuilt sections cover deals overview, funnel view, deal analysis, reps performance, acquisition sources, marketing, and contacts. Features include white‑label custom charts, custom metrics, historical data, goals, filters, data blending, and scheduled email alerts for stakeholders.