Category: CRM

The best free & paid Looker Studio templates, curated and quality-ranked for data reporting.

Clear All

Showing 1 - 21 of 21

CRM dashboard for HubSpot cover image
CRM
CRM dashboard for HubSpot

HubSpot CRM dashboard to monitor pipeline health, revenue trends, deal stages, sources, and rep performance.

HubSpot CRM sales dashboard template for Looker Studio focused on pipeline performance and revenue. Track closed amount, close rate, average days to close, open deals, pipeline value, projected revenue, and deal age over time. Visualize trends for won deals and revenue, compare pipelines by agents and deal types, and audit stage progression month over month. Analyze deal sources and an agent leaderboard to surface top performers and bottlenecks. Ideal for sales leaders and RevOps teams to improve forecasting and execution.
Free
coupler HubSpot icon
Salesforce Win Loss analysis cover image
CRM
Salesforce Win Loss analysis

Salesforce win–loss analysis of amounts, deal counts, win rate, and segment performance over time.

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.
Free
coupler Salesforce icon
HubSpot report template for Looker Studio cover image
CRM
HubSpot report template for Looker Studio

A HubSpot Looker Studio template to analyze traffic, leads, email engagement, and deals for better conversion and ROI.

HubSpot Looker Studio template that unifies your marketing and sales data to highlight what drives growth. Track sessions, new contacts, customers, and conversion rates by traffic source, pages, forms, and UTM campaigns. Measure email performance with sends, opens, clicks, bounces, and unsubscribes to improve nurturing. Compare results by device, country, and pipeline to uncover high‑impact opportunities and quantify deal value. Pinpoint the channels, pages, and forms that convert best so you can scale what works and fix what doesn’t.
Free
reportingninja HubSpot icon
CRM dashboard for Salesforce cover image
CRM
CRM dashboard for Salesforce

Salesforce CRM template for tracking pipeline, revenue, win rates, deal stages, lead sources, and owner performance.

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.
Free
coupler Salesforce icon
Free Salesforce Sales Funnel Dashboard Template for Looker Studio cover image
CRM
Free Salesforce Sales Funnel Dashboard Template for Looker Studio

Salesforce sales funnel and revenue tracking in Looker Studio with lead sources, stages, conversions, and channel performance.

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.
Free
windsor Salesforce icon
Free Hubspot Sales Funnel Dashboard Template for Looker Studio cover image
CRM
Free Hubspot Sales Funnel Dashboard Template for Looker Studio

HubSpot sales funnel dashboard tracking views-to-revenue, deal stages, and conversion trends in Looker Studio.

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.
Free
windsor HubSpot icon
Free Hubspot Marketing Dashboard Template for Looker Studio cover image
CRM
Free Hubspot Marketing Dashboard Template for Looker Studio

Free Looker Studio template for HubSpot Marketing that tracks email performance, engagement trends, campaign outcomes, and account-level insights.

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.
Free
windsor HubSpot icon
Google Calendar dashboard cover image
CRM
Google Calendar dashboard

Google Calendar analytics in Looker Studio to audit meeting load, availability, focus time, and scheduling patterns.

Google Calendar analytics template for Looker Studio that converts your event history into clear, actionable time insights. Track total meeting hours, availability percentage, recurring vs ad‑hoc mix, focus time and out‑of‑office, top meeting organizers, conferencing tools, and trends by day, week, and month. Surface overload and cancelation patterns, pinpoint who drives most meetings, and spot peak vs low workload periods. Identify natural focus windows to rebalance time allocation, increase deep work, and prevent burnout. Automated refresh via Coupler.io keeps insights current for ongoing planning.
Free
coupler Google Calendar icon
Free Salesforce Marketing Cloud Dashboard Template on Looker Studio cover image
CRM
Free Salesforce Marketing Cloud Dashboard Template on Looker Studio

Free Looker Studio template for Salesforce Marketing Cloud email performance—sends, deliverability, opens, clicks, and bounces to optimize campaigns.

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.
Free
windsor Salesforce icon
HubSpot - Company and User in depth Analysis Report cover image
CRM
HubSpot - Company and User in depth Analysis Report

Deep-dive HubSpot lifecycle, company revenue, contact engagement, email performance, and regional impact to prioritize accounts and grow pipeline.

HubSpot – Company and User In‑Depth Analysis maps the full lifecycle from leads and contacts to customers, opportunities, and subscribers, connecting engagement to revenue. It surfaces your top companies with activity and revenue data while revealing contact‑level interactions to guide targeted outreach. Email performance and traffic source insights highlight the campaigns and channels driving conversions. Country‑level revenue and company analysis uncover high‑value regions and segments for smarter targeting. Built for marketing and sales teams that want a single view of account health, pipeline impact, and ROI.
Free
twominutereport HubSpot icon
CRM dashboard for Pipedrive cover image
CRM
CRM dashboard for Pipedrive

Pipedrive CRM template for monitoring pipeline health, conversion rates, revenue trends, and rep performance.

Pipedrive CRM template focused on revenue and pipeline performance across teams and deal labels. Tracks essentials like total sales, win rate, close rate, average days to close, pipeline value, open deals, weighted pipeline, and deal age. Includes time‑series for closed and projected value, stacked pipelines by agent and label, and a monthly deal stage breakdown to spot bottlenecks. Highlights top vs. underperforming reps to guide coaching, forecasting, and prioritization.
Free
coupler Pipedrive icon
CRM report template cover image
CRM
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
portermetrics Google Sheets icon
Mailchimp template for Looker Studio cover image
CRM
Mailchimp template for Looker Studio

Mailchimp analytics template for Looker Studio covering campaign, list, subscriber, domain, location, and link engagement insights.

Mailchimp performance template for Looker Studio focused on campaign, list, and subscriber analytics. Track emails sent, opens, clicks, CTR, CTOR, bounces, and unsubscribes across campaigns and lists. Compare domains, countries, and regions to find where engagement is strongest, and review link-level clicks to refine content. Explore time-of-day and day-of-week patterns to pinpoint the best send times. Built with the Reporting Ninja Mailchimp connector for a unified, actionable view of email marketing results.
Free
reportingninja Mailchimp icon
HubSpot report template cover image
CRM
HubSpot report template

HubSpot-to-Looker Studio dashboard for B2B performance tracking across leads, pipeline, CAC, win rates, and revenue with rich segmentation.

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.
Free
portermetrics HubSpot icon
Time tracking dashboard for Harvest cover image
CRM
Time tracking dashboard for Harvest

Harvest time‑tracking and billing overview with hours, billable amounts, active users, and client/project insights.

Harvest time tracking and billing analytics to monitor team utilization and revenue. Highlights total hours, billable hours, billable amount, and active users with clear month‑over‑month changes. Breaks down time and billings by client, project, user, and task to pinpoint top contributors and bottlenecks. Includes charts for hours and billable amount by client and project plus a calendar view for daily patterns. Ideal for agencies and services teams looking to align workload with billings.
Free
coupler Harvest icon
Calendly event dashboard cover image
CRM
Calendly event dashboard

Team-wide Calendly analytics for event volume, duration, status, and peak time slots by user and team.

Calendly analytics focused on team performance and scheduling efficiency. Tracks total users, event volume, and event duration with views by user, team, and week. Highlights active vs. canceled status and calendar type, plus most popular time slots to spot peak demand. Includes heatmaps and bar charts for events and duration by user to balance workloads and identify top performers. Ideal for understanding meeting load and optimizing availability across teams.
Free
coupler Calendly icon
Klaviyo Looker Studio Dashboard cover image
CRM
Klaviyo Looker Studio Dashboard

Klaviyo email analytics in Looker Studio covering engagement, subscriber trends, and revenue impact for e‑commerce.

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.
Free
windsor Klaviyo icon
Time tracking dashboard for Clockify cover image
CRM
Time tracking dashboard for Clockify

Clockify time and revenue analytics with KPIs and breakdowns by client, project, group, user, and task.

Tracks Clockify time data to spotlight posted hours, active users, billable hours, and billable amount with month‑over‑month change. Breaks performance down by client, project, group, user, and task to reveal who drives time and revenue. Visualizes hours and billings with clear breakdowns and comparisons to surface top clients and projects. Helps estimate workload, monitor utilization, and validate invoicing with a single view.
Free
coupler Clockify icon
Looker Studio HubSpot Dashboard Template cover image
CRM
Looker Studio HubSpot Dashboard Template

HubSpot CRM sales pipeline and account insights in Looker Studio, covering contacts, companies, industries, locations, and the conversion funnel.

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.
Free
windsor HubSpot icon
Customer Retention Analysis cover image
CRM
Customer Retention Analysis

Customer retention dashboard with cohort analysis, LTV, repeat purchase timing, and yearly retention highlights.

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.
Free
unknown Google Sheets icon
Template HubSpot Overview cover image
CRM
Template HubSpot Overview

HubSpot CRM overview in Looker Studio to track open deals, deal value, company sessions, and activity timelines in real time.

HubSpot overview template for Looker Studio focused on sales and engagement KPIs. Track open deals, total deal value, and company session counts, plus activity timelines like last contact activity. Built around the Catchr HubSpot connector to pull real-time CRM data for always-fresh insights. Ideal for monitoring pipeline health and understanding which accounts are active and moving. Share results easily with teammates to align on priorities and progress.
Free
catchr HubSpot icon