CRM dashboard for Salesforce by Coupler

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CRM dashboard for Salesforce by Coupler

Free
Salesforce CRM template for tracking pipeline, revenue, win rates, deal stages, lead sources, and owner performance.
Authored by
Tech used
Salesforce Native Connector Looker Studio
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.
Slug coupler-crm-dashboard-for-salesforce
Category CRM
Tech Used Salesforce - Native Connector - Looker Studio

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