Sales managers need accurate, real-time performance data to make smart decisions. This free HubSpot template gives you a complete sales dashboard in Google Sheets that syncs automatically with your live HubSpot CRM data.
What is a Sales Manager Dashboard Report?
A sales manager dashboard report is a central view of critical sales performance metrics, targets, and team activities. It combines key sales data points into visual charts and tables that help sales managers track progress, spot trends, and make data-backed decisions. The dashboard updates in real-time, so managers always work with current numbers.
Who is the HubSpot Sales Manager Dashboard Template For?
- Sales managers & directors overseeing team performance
- Sales operations professionals tracking metrics and building reports
- Revenue operations teams optimizing sales processes and analytics
- Executives & stakeholders needing quick access to sales KPIs
How Can Sales Leaders Use This Dashboard?
The template helps sales managers monitor team and individual performance using live Salesforce data. It creates a single source of truth for tracking progress toward targets, analyzing conversion rates, and measuring key sales metrics. Sales managers use this dashboard for daily check-ins, weekly team meetings, and quarterly planning sessions.
Benefits of Using the HubSpot Sales Manager Dashboard Template
- ✅ Live HubSpot Sync: No more manual data exports—your dashboard updates automatically
- ✅ Automated Reporting: Save hours by eliminating manual tracking
- ✅ Customizable Views: Adjust metrics and visualizations to fit your team’s needs
- ✅ Team Transparency: Share real-time sales performance with stakeholders
Key Metrics Tracked in the Report
- Deal pipeline & stage progression
- Sales targets vs. actual revenue
- Conversion rates & lead-to-customer trends
- Average deal size & sales cycle length
- Win rates & lost deal analysis
- Customer acquisition cost (CAC)
- Revenue per rep & team performance
Frequently Asked Questions
What should be included in a sales dashboard?
A strong sales dashboard tracks revenue performance, pipeline health, and conversion rates. Our template includes pre-built views that automatically pull in live HubSpot data.
What are the key KPIs for sales managers?
Critical metrics include sales velocity, deal conversion rates, and customer acquisition cost. This template ensures you have real-time access to the most important sales insights.
