CRM report template by Portermetrics

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CRM report template by Portermetrics cover

CRM report template by Portermetrics

Free
B2B CRM dashboard for Looker Studio to track pipeline, revenue, conversion rates, and rep performance using HubSpot data.
Authored by
Tech used
Google Sheets Native Connector Looker Studio
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.
Slug porter-metrics-crm-report-template
Category CRM
Tech Used Google Sheets - Native Connector - Looker Studio

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