Free, pre-built Sales to Target Dashboard in Google Sheets
Sales managers and analysts frequently face challenges combining sales data from CRMs like HubSpot or Salesforce with sales targets that are easier typically stored and managed in spreadsheets. Let Coefficient do the heavy lifting for you to connect and analyze these datasets!
This Sales to Target report template will help you:
- Automatically populate this dashboard with live data from your CRM
- Add your monthly or quarterly sales targets (broken down by sales reps or teams)
- Instantly gain insights into how each sales team is preforming relative to their target
- Monitor if you have a large enough sales pipeline to hit targets