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CRM report template cover image
CRM report template

B2B CRM dashboard for Looker Studio to track pipeline, revenue, conversion rates, and rep performance using HubSpot data.

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.
Free