Data Source: Google Sheets

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.

Customer Retention Analysis focused on tracking how well customers return and stay active from 2022 to 2024. Highlights include a large cohort analysis to compare repeat behavior over time, plus KPIs for current‑year status. Measures average customer lifetime value and the average time to a repeat order to quantify revenue and loyalty. Surfaces yearly peaks in retention to learn what worked and replicate it. Built for teams that need a clear view of churn, loyalty, and growth opportunities.