Free Salesforce Sales Performance Dashboard for Google Sheets

Our Google Sheets templates are 100% free to use, no account required. You’ll simply make a copy, then automatically connect to your live data — or pull in data manually — your choice.

Coefficient templates live right inside of your Google Sheets. Use in a manual fashion or connect with your business systems in a few clicks to populate the template with your live data. We like to call them Connected Spreadsheets.

Submit your email on this page. Then, click the blue “Use Template” button in the top right of your browser to copy the template to your own Google Workspace.

Start by exporting relevant data from Salesforce. 

Set up a table where each column represents a unique data point: product, quantity, price, total sales, etc. 

From there, use Google Sheets’ built-in functions manually to calculate totals, averages, and other key sales dashboard metrics. Finally, insert a chart to visualize your insights. 

Alternatively, you can use data connectors like Coefficient with pre-built templates to streamline and automate the entire process. 

Coefficient allows you to directly import live data from your Salesforce into Google Sheets and even provides pre-built sales performance reports and templates to save you time. 

Keeping track of sales in Google Sheets requires the most recent data available. If you’re compiling data manually, you will need to export your data into Google Sheets on a regular cadence – daily, weekly, monthly, etc. 

Fortunately, Coefficient automatically syncs live data from Salesforce to Google Sheets, while preserving your previous analyses so you can assess sales performance on a period-by-period basis. 

Sales performance can be measured using a variety of metrics, including sales revenue, win rate, sales cycle length, and deal size. 

These metrics can be tracked over time – and by a salesperson – to help identify trends and any changes in sales performance within a given period. 

Regularly reviewing these performance indicators helps identify areas for improvement and drive strategic decision-making.

Understanding and tracking key sales performance indicators is essential for any business because they provide a baseline for leaders to identify what is working and what isn’t. 

While these metrics may vary from one organization to another, there are several common sales performance indicators that are typically tracked:

• Sales Revenue: The total income from sales activities
• Sales Growth: The change in sales revenue over a specific period
• Sales Target: The sales goal for a given period, used to gauge performance by comparing it to actual sales.
• Conversion Rate: The percentage of leads that convert into customers, a measure of the sales process’s effectiveness.
• Sales Cycle Length: The average time it takes for a lead to become a customer
• Win Rate: The percentage of opportunities that result in a sale, a key measure of the sales team’s effectiveness.
• Average Deal Size: The average revenue per sale
• Customer Lifetime Value (CLV): The total revenue expected from a single customer account, used to identify the most valuable customer segments.

Using Coefficient’s sales performance dashboard template allows you to easily monitor these key metrics and generate comprehensive sales performance reports.