Data Source: Salesforce

Looker Studio template for analyzing Salesforce pipeline outcomes and team productivity. Visualizes won and lost opportunities, won/lost amounts, win rate, and reasons for lost deals by rep, opportunity type, size, and lead source. Highlights totals and trends to benchmark performance and spot revenue swings. Adds task analytics—open/closed tasks and median task age—to monitor throughput and remove bottlenecks. Ideal for sales leaders to prioritize coaching, refine tactics, and forecast more accurately.

Salesforce sales analytics template for Looker Studio that unifies team performance, pipeline movement, and revenue trends into one view. Prebuilt pages surface Sales overview plus Open, Won, and Lost opportunities with breakdowns by owner, account, source, and deal size. Tracks the essentials: total sales, pipeline value, expected revenue, win/close/lost rates, average days to close, open deal age, and won/lost counts and amounts. Surfaces top performers, stage bottlenecks, and win/loss patterns to improve forecasting and execution. Powered by Coupler.io with automated refresh to keep Salesforce data current in Looker Studio.