SalesOps managers spend way too much time building and tweaking dashboards. It’s one of the biggest complaints we hear from our customers. That’s why we created our free SalesOps dashboards for Google Sheets. We want to take this annoying problem off your plate once and for all.
For SalesOps managers, the problems with dashboards are numerous. First, SalesOps managers need to research best-in-class metrics. Then they have to create visualizations of these metrics in clunky CRMs. Finally, they have to continuously update the dashboards with new data.
The result: SalesOps managers spend a significant amount of time manually developing dashboards. But with our free sales templates, you can launch pre-built sales dashboards in a single click — and never have to update them again.
Here are our top free SalesOps dashboards for Google Sheets, along with what they can offer you and your team.
Pipeline Creation Dashboard
With our free Pipeline Creation Dashboard, you’ll gain full visibility into pipeline creation across sales teams and reps. Launched in a single click, the pre-built dashboard visualizes pipeline generation metrics by day, week, or month, so you can easily understand how well your team is creating and closing business opportunities.
Now you can track pipeline creation by opportunity type, industry, deal stage, source, and more, with a pre-design dashboard in Google Sheets. Monitor win rate, opportunities created, closed won/lost deals, and other pipeline performance metrics. Segment the Pipeline Creation Dashboard by team or by sales rep to isolate trends and adjust sales tactics so your team can close more deals.
You can launch the Pipeline Creation Dashboard in under a minute. All you need to do is connect your Salesforce or HubSpot CRM system to Google Sheets with our free data connectors. Then the dashboard will instantly populate with your sales data. And the best part: the data automatically updates in your spreadsheet, so you won’t have to continuously copy-and-paste to refresh the dashboard.
Team Leaderboard Dashboard
Our Team Leaderboard Dashboard for Google Sheets allows you to monitor sales performance in a fun-spirited, competitive team-wide tracker. The dashboard visualizes revenue, opportunities created, win rate, and much more, across time periods and opportunity types. You can also segment the dashboard by team or by sales rep.
The Team Leaderboard Dashboard displays the sales reps on your team, and reveals who has the highest win rate, the best pipeline creation stats, the shortest opportunity lifecycles, and more. The dashboard also tallies sales activity performance, like meetings booked, emails sent, and calls made, in an easy-to-digest format.
You can launch our pre-built Team Leaderboard Dashboard in a single click. All you have to do is link Google Sheets to your Salesforce or HubSpot CRM with our one-click connectors. Also, the data in your spreadsheet will update automatically, so you don’t have to spend time corralling data.
Over 60K pros building reports use Coefficient to automate business systems data into their Google Sheets
Sales Accounts Dashboard
The Sales Accounts Dashboard offers a 360° view of all the accounts your sales team is working on. The dashboard allows you to generate new business and enhance client relationships, all with a pre-built template in Google Sheets. Now you can track and compare all your customer accounts, side-by-side.
For each account, access a full timeline of all sales activity, along with summaries of past performance metrics. Track the sales reps associated with each account, and their main points of contact. Isolate lapsed accounts with no activity and revive them. Assign new deals and tasks to sales reps to streamline workflows and win more deals.
The Sales Accounts Dashboard is powered by your Salesforce or HubSpot CRM data. In addition to automatic data updates, you can also set Slack and email alerts to notify you and your team of important changes to the data.
Win-Loss Analysis Dashboard
Our Win-Loss Analysis Dashboard allows you to track conversion rates by team, individual, industry, region, deal size, and more. Now you can monitor sales wins and losses in a single pre-built dashboard. Accelerate revenue growth by reinvesting in winning initiatives, and cutting losing strategies quickly.
With the dashboard, sales leaders can pinpoint how company, team, and individual win rates fluctuate over time. Isolate performance trends to enhance winning strategies or adjust losing campaigns. Create lists of recently lost opportunities and understand why they failed. Receive a Slack or email alert every time a new deal is lost.
The Win-Loss Analysis Dashboard connects to your Salesforce or HubSpot system in a single click, and automatically updates your CRM data as changes occur in the data source. Try the Win-Loss Analysis Dashboard for Salesforce or HubSpot now.
Sales to Target Dashboard
Sales to target dashboards allow sales managers to measure performance, adjust tactics, and project sales. But they often require corralling data from multiple systems. Our Sales to Target Dashboard empowers sales managers to track targets without all the back-and-forth between data systems.
The dashboard combines CRM data with sales targets, calculates revenue projections, and visualizes progress for teams and opportunity types, by month, quarter, or year. With this dashboard, sales managers can track yearly or quarterly revenue side-by-side with open pipeline and target achieved.
Isolate revenue and opportunities by existing business and new business. Measure sub-targets and learn where the pipeline needs supplementation. Populate the dashboard with Salesforce or HubSpot CRM data.
Make Dashboarding Easier: Try Our Pre-Built Templates
Our pre-built Google Sheets dashboards enable you to avoid all the manual tasks associated with building visualizations. Our work with hundreds of sales teams across the world has enabled us to create pre-built, best-in-class dashboards based on top sales KPIs. We’ve already done the hard work for, so why don’t you give our free dashboards a try. You don’t even need to leave Google Sheets!