SalesOps managers spend an inordinate amount of time creating and maintaining sales dashboards. From team leaderboards, to win-loss analysis, SalesOps managers are responsible for building the visualizations that inform sales strategy and decision-making at every level.
But fear not, under-resourced sales operation staff. Now you can use our pre-built sales dashboards in Google Sheets, instead of spending hours manually developing them. Download our free sales dashboard examples in the blog below so you can put them to use in your day-to-day sales processes.
Sales Performance Template
Our Sales Performance Template for Google Sheets allows sales teams set sales strategy, modify efforts, and generate new projects by tracking sales performance. You can use the dashboard to juxtapose year-over-year sales team performance by account, region, and industry.
View the Sales Performance Template to consume critical sales metrics at-a-glance, such as yearly historic revenue, and total sales by year, quarter, month, and week. You can toggle the dashboards between year, team, country, and opportunity using a simple drop-down menu.
Get a 360 vantage over monthly sales by deal type, by new business, existing business, and expansion. You can also see sales by country with a responsive geographic gradient map.
Keep track of your top 5 accounts and industries with up-to-date graphs powered by real-time CRM data. Try the free Google Sheets template now — connect your Salesforce or HubSpot data to power the dashboards.
Coefficient’s Sales Opportunity Template allows sales leaders to analyze open pipe by stage, along with sales quotas for reps and teams. Now you can automatically measure the pipeline created per sales rep and team.
Track monthly sales quotas across teams and reps. Leverage a pre-built Opportunity List pivot table, and segment by team with the drop down menu. This adds point-and-click ease to tracking opportunities.
So give it a try! Download our Google Sheets Sales Opportunity template now. You can connect the template to your Salesforce or HubSpot data.
The Sales Accounts template offers a complete overview of all the accounts your sales team is working on. The pre-built Google Sheets template helps produce new business and accentuate client relationships. Now you can contrast every customer account, all within the same dashboard.
With the Sales Accounts Dashboard, you can view a comprehensive timeline of sales activity and summaries of performance metrics for all accounts. 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.
Our Pipeline Creation Dashboard allows sales leaders to achieve total visibility into pipeline creation for sales reps and teams. Automatically leverage your real-time Salesforce data to
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.
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.
Download our free sales KPI dashboards for Google Sheets right now for pre-built visualizations around your most relevant sales use case. Check out our entire collection of Salesforce and HubSpot templates and download them for free. We also have a library of simple spreadsheet templates you can browse.
Are you looking to supercharge your B2B sales strategy and empower your Revenue Operations (RevOps) team with the tools they need for success? Today’s fast-paced business requires data-driven decision-making, and there’s no better way to achieve it than B2B sales dashboards.
According to a recent study by Gartner, organizations that leverage advanced analytics and sales dashboards achieve a 20% increase in win rates and a 10% decrease in sales cycles. This underscores the importance of choosing the right sales dashboards for your RevOps team.
In this comprehensive guide, we’ve curated the 10 most effective B2B sales dashboards that can transform your RevOps operations.
These dashboards offer real-time insights, predictive analytics, and the ability to track key performance indicators, enabling your team to make informed decisions, optimize sales processes, and drive revenue growth.
Projected Revenue: This metric estimates how much money your business expects to earn in a specific period. It helps in setting realistic financial goals and allocating resources effectively.
Sales Quotas: Sales quotas are targets or goals set for your sales team. The dashboard helps you monitor their real-time progress, ensuring they stay on track and meet their objectives.
Pipeline Trends: Understanding pipeline trends means analyzing the flow of potential deals. The dashboard provides insights into how leads progress through your sales process, helping you identify bottlenecks or opportunities for improvement.
Using a Sales Forecasting Dashboard allows you to make informed decisions, allocate resources efficiently, and adapt your sales strategies based on real-time data. This proactive approach enhances your ability to meet revenue goals and stay competitive in the market.
2. Sales Performance Dashboard
A Sales Performance Dashboard is an essential tool for businesses aiming to enhance their sales operations and drive success. This user-friendly dashboard provides real-time insights into both individual and team sales activities, facilitating effective monitoring and decision-making.
One of its primary functions is to track the number of calls each salesperson makes, offering a clear view of their outreach efforts. This information helps sales managers ensure their team actively engages with potential customers and prospects.
It allows businesses to keep tabs on the number of deals closed, providing a crucial measure of sales effectiveness and revenue generation. It helps identify which strategies yield the best results and which areas may require improvement.
3. Pipeline Management Dashboard
The Pipeline Management Dashboard is a powerful tool designed to help businesses assess and enhance the health of their sales pipelines. This user-friendly dashboard provides a clear and real-time view of critical pipeline metrics, allowing for informed decision-making.
At its core, the dashboard offers the ability to analyze pipeline health by various key factors:
Stage Analysis: It allows you to closely monitor the progress of deals at different stages of the sales process. This insight helps identify where potential bottlenecks or delays may be occurring, enabling proactive measures to keep the pipeline flowing smoothly.
Projected Close Dates: The dashboard provides estimates for when deals are expected to close. This information is invaluable for managing cash flow, resource allocation, and setting realistic revenue expectations.
Win Rates: By tracking win rates, businesses can gauge the effectiveness of their sales strategies. It helps in understanding which types of leads or opportunities are more likely to convert into actual sales.
4. Sales Cycle Dashboard
The Sales Cycle Dashboard is a valuable tool for businesses seeking to streamline their sales processes and identify areas for improvement. This user-friendly dashboard provides a clear and real-time view of the various stages within the sales cycle, enabling effective analysis.
One of its key functions is to review the sales cycle stages. It allows sales teams and managers to track and assess the progression of leads and deals through the sales process. This insight helps identify where potential bottlenecks or delays may occur, allowing for prompt intervention to keep the sales cycle running smoothly.
The dashboard works by providing a visual representation of each stage in the sales cycle, allowing for quick and easy identification of areas that may require attention. By actively monitoring the sales cycle, businesses can make data-driven decisions to optimize their processes, reduce sales cycle times, and ultimately increase revenue.
5. Sales Activity Dashboard
A Sales Activity Dashboard is a vital tool for monitoring your sales team’s performance on a daily and weekly basis. This dashboard provides real-time insights into key activities such as calls, emails, and demos. By tracking these activities, you can assess the team’s productivity and effectiveness in engaging with potential customers.
On a daily basis, the dashboard displays the number of calls made, emails sent, and demos conducted by each team member. This allows you to identify trends and allocate resources where needed. It also helps set daily targets and keep the team accountable for their actions.
The weekly view provides a broader perspective, summarizing the cumulative activities of the team throughout the week. This enables you to assess progress toward your sales goals and make strategic adjustments as necessary.
A Sales Activity Dashboard empowers you to make data-driven decisions and optimize your sales team’s efforts, ultimately driving better results and revenue growth.
6. Sales Rep Scorecard Dashboard
The Sales Rep Scorecard Dashboard is a pivotal instrument for businesses aiming to boost their sales team’s performance and overall success. It offers a comprehensive assessment of each sales representative’s achievements, encompassing metrics such as deals closed and activities completed.
Managers can use this dashboard to easily identify top-performing reps, providing the foundation for recognition and motivation within the team.
For those reps facing performance gaps, the dashboard serves as a valuable coaching resource, pinpointing areas for improvement and allowing for tailored training initiatives.
Efficient resource allocation becomes feasible as the dashboard aids in discerning which reps excel and require more support, contributing to more equitable workload distribution. It facilitates goal tracking, aligning reps and managers with sales targets, and empowers data-driven decision-making that optimizes sales strategies.
Enhanced accountability, driven by active performance monitoring, encourages reps to consistently work toward their objectives, ultimately resulting in revenue growth.
7. Win/Loss Analysis Dashboard
The Win/Loss Analysis Dashboard is a powerful tool designed to help businesses gain deeper insights into the factors contributing to both successful and unsuccessful deals. Its primary purpose is to enhance the sales process by understanding why deals are won or lost.
This dashboard provides a structured view of the reasons behind deal outcomes. It allows sales teams to identify patterns and trends by categorizing and analyzing various factors such as pricing, competition, product features, customer feedback, and sales rep performance.
By dissecting the data from this dashboard, you can:
Improve Strategy: Gain a better understanding of what works and what doesn’t in your sales approach. Use this knowledge to refine your sales strategies and tactics.
Enhance Product/Service Offerings: Identify areas where your products or services may fall short and make necessary improvements to meet customer needs better.
Competitive Insights: Understand how your offerings compare to competitors, helping you adapt and stay ahead in the market.
Sales Rep Training: Pinpoint areas where sales representatives may need additional training or support, leading to improved performance.
Pricing Strategy: Determine whether pricing is a significant factor in winning or losing deals and adjust pricing strategies accordingly.
Customer Feedback: Leverage customer feedback to make targeted improvements and provide a better buying experience.
8. Sales Opportunities Dashboard
A Sales Opportunities Dashboard is a crucial tool for monitoring and managing your sales pipeline effectively. This dashboard allows you to keep tabs on your open opportunities, making it easier to prioritize and strategize. You can categorize opportunities by stage, owner, and expected close date.
You can quickly identify which deals are in the early stages of development and which ones are closer to closing. This helps your team focus their efforts where they’re needed most.
Assigning owners to each opportunity ensures accountability and helps you know who’s responsible for moving the deal forward. Plus, knowing the expected close date gives you a clear timeline for revenue projections and resource allocation.
9. Leads Dashboard
A Leads Dashboard is a dynamic tool for gaining insights into your lead generation efforts. This dashboard allows you to monitor three critical aspects of your lead management: lead volume, lead quality, and lead velocity.
Tracking lead volume gives you a clear picture of how many leads your marketing efforts are generating. This data helps you assess your marketing campaigns’ effectiveness and set realistic growth targets.
Evaluating lead quality helps you distinguish between leads that are more likely to convert into customers and those that may not be as promising. It’s essential to prioritize high-quality leads to maximize your sales team’s efficiency.
Lead velocity measures the speed at which leads move through your sales funnel. This metric helps you identify bottlenecks and areas where leads are getting stuck, enabling you to take corrective actions promptly.
10. Sales Revenue Dashboard
You can use the Sales Revenue Dashboard to make informed decisions and drive growth. This dashboard, which tracks Monthly Recurring Revenue (MRR) and Annual Contract Value (ACV), offers a straightforward way to understand your business’s financial health.
You can ensure that your monthly income is on track, much like tracking a subscription fee. Meanwhile, monitoring ACV allows you to gauge how much each customer is worth annually, simplifying long-term financial planning.
In addition to tracking current revenue, business owners can use this dashboard to assess the effectiveness of their sales and marketing strategies.
If MRR and ACV are consistently growing, it’s a sign that your business is healthy and on an upward trajectory. Conversely, if these numbers decline, it’s a clear indicator that adjustments are needed, whether in customer retention strategies or expanding services.
Build Custom Sales Dashboards with Coefficient in Google Sheets
Coefficient simplifies the process of creating custom sales dashboards within Google Sheets. It bridges the gap between your sales data from various sources, such as Salesforce, HubSpot, Outreach, Pipedrive, Tableau, and many more, enabling you to access real-time information effortlessly.
With Coefficient, you can easily aggregate data from multiple platforms into a single, comprehensive dashboard right within Google Sheets. This eliminates the need for manual data entry or switching between different tools and spreadsheets. You can track and visualize key sales metrics, such as lead conversion rates, revenue growth, pipeline status, and more, all in one place.
Coefficient offers real-time data syncing, ensuring that your dashboards are always up-to-date. This dynamic feature empowers you to make data-driven decisions quickly and accurately.
It also comes with free customizable templates and visualization options, making it user-friendly even for those without extensive data analysis expertise. Check out some more templates here!
B2B Sales Dashboards: The Ultimate Tool for RevOps Professionals
Having the right insights at your fingertips is crucial. These 10 powerful B2B sales dashboards are the secret weapon for RevOps teams, offering unparalleled visibility and strategic advantage.
Whether it’s tracking leads, analyzing revenue growth, or optimizing customer acquisition, these dashboards are your trusted allies.
Transform your sales analytics and boost your sales performance with Coefficient’s intuitive and powerful platform!
Install Coefficient for free today and experience the convenience of centralized, real-time data visualization and analysis at your fingertips!
If you want to build a lead generation dashboard in Google Sheets, then you’ve come to the right place.
A lead generation dashboard helps you evaluate the value and performance of your marketing campaigns by letting you track your numbers and get a top-level of your Key Performance Indicators (KPIs).
In this guide, we’ll show you how to create a lead generation dashboard in Google Sheets and demonstrate how easy it is to update your Salesforce lead data using Coefficient.
What is a lead generation dashboard?
A lead generation dashboard gives you a big picture view of your conversion rates and digital marketing channels.
Lead generation reports deliver actionable insights that help marketing and sales teams explore the lead generation data further to optimize marketing strategies and, in turn, improve results.
A comprehensive lead generation dashboard should provide good visibility into the lifecycle of your leads’ lifecycle and should help address these questions:
Are your lead generation efforts driving enough Marketing Qualified Leads (MQLs) for your sales team?
Which marketing campaigns generate the most leads?
Which campaigns bring in the most qualified leads?
Are your critical lead generation KPI trends moving up or down over time?
With a lead generation dashboard, you can continuously monitor the performance of your lead lifecycle and easily share critical data across your teams and company.
It gives you the data you need to make the right adjustments to your strategies and even helps make your salesforce sales funnel analysis better (among others).
Steps to building your dashboard
The first important thing to do is to identify KPIs you and your team find most relevant.
Some of the essential lead generation KPIs to track include the following.
The number of leads. A lead can depend on what your company considers or qualifies as leads. For instance, if a lead is someone who starts a free trial, then your total number of leads would include the number of people who signed up for a free trial of your product.
Leads by source. Tracking this KPI can help you determine which marketing campaigns and channels, such as Search Engine Optimization (SEO), digital ads, and social media platforms, generate new leads for your business.
Current leads by stage. This is a critical lead lifecycle over time metric that lets you see the most recent details of your leads to help you identify trends and optimize your lead generation efforts.
Total lead value. This (approximate) number provides a good estimation of your leads’ overall worth for the business.
Conversion rate. The percentage of leads who perform a specific action is your conversion rate. These actions can include subscribing to your email newsletter on your landing page, downloading an ebook, making a purchase, or clicking a link in your email.
Essentially, your conversion rate is the percentage of leads who act on your conversion goals. You can uncover this insight by looking into your open, won, and lost deals.
Once you have determined the critical lead generation KPI metrics you want to track and get insights from, start building your dashboard by following these steps.
Step 1: Pull your dataset from your data source
To get your data from Salesforce into your spreadsheet, install the Coefficient: Salesforce, HubSpot Data Connector app, and launch it from the Google Sheets Add-ons menu tab.
On the Coefficient sidebar, select Importdata > Salesforce, then choose whether to import from reports, objects, or use a custom SQL query.
Customize your imports easily by choosing only the data you need. For instance, if you’re pulling data from a Salesforce report, you can edit your import by filtering the fields you want to include.
When you’re done, click the Import button, and your Salesforce data should populate your Google spreadsheet almost immediately. It should look something like the sample data below.
Step 2: Create your lead generation KPI graph or chart
Let’s say you want to include the number of leads per month from August 1, 2020, to January 31, 2021, in your lead generation dashboard.
On your table containing your dataset, select the required data range, including the column labels. Click Insert on the Google Sheets menu, then Chart.
On the Chart editor sidebar under the Setup tab, select the chart type. For this example, we’ll use a column chart.
Configure the chart how you want by choosing stacking options, editing the data range, combining ranges, and changing the X-axis label (among other things).
Customize your chart’s design, colors, and other elements by clicking the Customize tab in the Chart editor and modifying your visualization accordingly.
The chart customizable chart elements include the chart and axis titles, Series data, Gridlines and ticks, Legend, and other options.
When you’re done, you should have a chart showing your number of leads per month.
Step 3: Build your dashboard
Now that you have your first chart, click the three dots on the upper right-hand corner and select Move to own sheet.
Doing so places your chart on a separate sheet within the same file. Add the rest of your graphs and charts to your lead generation dashboard.
Let’s walk through another example. This time, let’s create visualizations that track and show your conversion rates based on your Won, Lost, and Open deals.
Follow the same steps we did previously by selecting your data range (or ranges) and clicking Chart from the Insert menu option.
Let’s choose a different chart style this time — a gauge chart to show the won leads or deals.
Create the other gauge charts that show your lost and open deals and customize their design and elements accordingly.
When you’re done, you should have charts you can display on your lead generation dashboard that look like this.
Move the charts to the sheet containing the first chart you created and build the rest of your visualizations.
Create other KPI metrics visualizations you want to track. They can be as granular as possible, such as a graph that shows your lead to opportunity conversion rate, depending on what you and your team consider essential.
Take a look at your completed lead generation dashboard.
Choose a color scheme that best presents your data and includes elements that highlight your critical figures. This allows all your viewers, teams, and other stakeholders to quickly get a good sense of your lead generation insights.
Organize your charts and graphs in a way that makes sense for your target audience and helps you tell a complete visual story of your lead generation efforts and their progress.
Step 4: Keep your lead generation dashboard data live
What happens when you add new information to the Salesforce data linked to your Google Sheets lead generation dashboard?
Will you need to import new data to your lead generation report every single time to keep your dashboard up-to-date?
Not with Coefficient.
The app allows you to update your Salesforce data automatically through an auto-refresh schedule.
You can set the auto-refresh schedule for your Salesforce data on Google Sheets before importing your dataset. Or you can click the menu button on the Coefficient sidebar and select Refresh Schedule.
Set an hourly, daily, or weekly auto-refresh schedule, and Coefficient will automatically sync changes or new data additions to your linked Salesforce datasets. This saves you and your teams from often lengthy and time-consuming aspects of keeping your lead generation dashboard data live and always relevant.
You can also update your Google Sheets data instantly by clicking the Refresh button.
Remember to set the spreadsheet sharing option accordingly to allow other users to view or edit your Google Sheets lead generation dashboard.
Click the Share button on the top right corner of the Google Sheets interface and configure your preferred sharing settings.
Coefficient also helps you keep everyone in the loop by letting you set alerts that automatically send notifications to specific recipients.
You can configure these alerts to trigger according to your scheduled notification frequency, or when new rows or data are added to your linked Google Sheets dataset.
For example, you can set alerts that send daily screenshots of your opportunities to Slack or your lead generation KPI dashboard to your management team.
Recipients get an alert in Slack and they can click the link within the notification to open the sheet so they can check the changes or updates on your dashboard in more detail.
You can also send automated notification emails containing weekly screenshots of your open leads to marketing and sales team members.
With the power of Coefficient combined with native spreadsheets functions and features, you’ll learn how to build a marketing dashboard in Google Sheets that is easy to put together and update with minimal effort.
The easier it is to build your lead generation dashboard, the faster you and your teams can track your critical KPIs, gain actionable insights, identify potential gaps in your marketing strategies, and implement appropriate adjustments. This helps you optimize your lead generation efforts and drive better results efficiently.
Creating a lead generation dashboard is not rocket science
An effective lead generation dashboard helps you articulate the value of your marketing efforts while simplifying tracking and deriving insights from your crucial KPIs.
As such, building a comprehensive lead generation dashboard begins with migrating your data from Mailchimp, Salesforce, or other business system into Google Sheets.
Coefficient makes this uber easy by letting you import data quickly with a few clicks and automatically keeps your data updated at all times.
With Coefficient, creating your lead generation reports and dashboard is efficient, seamless, and almost effortless. This helps you extract valuable insights easily, improve your strategies, and make data-driven business decisions.
For SalesOps managers, building and maintaining a sales performance dashboard is often an ongoing headache.
But with our free sales performance dashboard for Google Sheets, you can visualize the performance of your sales teams without leaving your spreadsheet, in a single click.
Preview our free sales performance dashboard for Google Sheets below!
Coefficient’s sales performance dashboard works with your HubSpot or Salesforce data. Connect your CRM system to Google Sheets in one click and — voila — the dashboard will automatically populate.
For a full overview of our Google Sheets dashboard, including how to set it up and use it, read our blog below.
What is a Sales Performance Dashboard?
A sales performance dashboard is a critical tool for SalesOps managers. Over the past several years, we’ve worked with hundreds of sales teams across the world, and we’ve seen firsthand how essential this dashboard is for sales operations.
Sales performance dashboards track sales team performance over time, typically on a yearly, quarterly, monthly, and weekly basis. The dashboard gives an overview of sales by opportunity type, top accounts, and closed deals. A sales performance dashboard can also sort by country, industry, and other segments.
Although specific KPIs can vary based on use case, most companies employ these dashboards to gain a birds-eye view of bottom-line results across different teams and time periods. That’s why the dashboard is such an indispensable part of a SalesOps manager’s arsenal.
How to Build a Dashboard to Track Sales Performance
As crucial as sales performance dashboards are, the CRM systems that SalesOps managers typically build them in are clunky, limited, and rigid. Popular CRM systems, such as Salesforce and HubSpot, are not flexible enough and cannot blend data between different systems in an efficient fashion.
The result is that many SalesOps managers design their dashboards in spreadsheets. With spreadsheets, SalesOps managers can import data from multiple sources, easily format data, and visualize outputs, all within the interface that many SalesOps managers prefer.
However, even with the right data, traditional spreadsheets suffer from problems of their own. They can break in some cases, and the data can quickly go stale, unless you manually update the spreadsheet consistently. But this requires a significant amount of time and effort.
That’s why we created our sales performance dashboard for Google Sheets. We want SalesOps managers to focus on analysis and insights, rather than creating dashboards.
Our pre-built sales performance dashboard automates all the steps in the dashboarding process, from scoping, to building, to maintenance:
Scoping – Our dashboard tracks best-in-class KPIs. We’ve helped hundreds of sales teams build dashboards for all kinds of use cases, so we know what works, and what doesn’t.
Building – The dashboards themselves are entirely pre-built. We’ve already implemented all the logic, formulae, and functions in Google Sheets to output beautiful dashboards.
Maintenance – Coefficient automatically updates your CRM data in Google Sheets, so your dashboards are always up-to-date. No more manually copying-and-pasting data into your spreadsheet.
Here’s an overview of how to set up the dashboard, along with the various features and capabilities.
How to Set Up Coefficient’s Dashboard Template
You can set up our sales performance dashboard in a few simple steps. Click the button below that corresponds to your CRM system.
Once you click the button, you will enter a landing page. Then click the “Get Template” button at the top of the page.
Now you will land on a form. Enter your email address into the form to access the dashboard.
Once you enter your email, you will be routed to the dashboard in Google Sheets. Click “Use Template” to copy the sales performance dashboard.
After you make a copy, you will enter the dashboard in Google Sheets. Now you need to leverage Coefficient to connect to your Salesforce or HubSpot data.
A sidebar will automatically pop up once you’re inside Google Sheets. If you do not already have Coefficient installed, click “Add to Sheets” on the sidebar.
You will land on Coefficiient’s page in Google Workspace Marketplace. Press “Install” to install the Coefficient add-on.
Once the install process is complete, return to the sidebar and choose the “Use” button and then press “Launch”. This will launch the Coefficient add-on.
From here, you will need to connect your Salesforce or HubSpot CRM data to power the dashboard. Follow these step-by-step walkthroughs on how to set up each CRM data source.
Now your Salesforce or HubSpot data will automatically populate the dashboard!
Sales Performance Dashboard: Features & Capabilities
Our sales performance dashboard allows sales leaders to compare year-over-year sales performance by industry, region, and account.
At the top of the dashboard, you can toggle between year, team, country, and opportunity. This will make the visualizations in the dashboard display these segments.
The top-line visualizations in the dashboard show critical sales performance KPIs, including yearly historic revenue, and total sales by year, quarter, month, and week.
See a high-level overview of monthly sales by deal type — including new business, existing business, and expansion — and sales by country with a geographic gradient map.
Keep track of your top 5 accounts and industries with up-to-date graphs powered by real-time CRM data.
You can also view the largest deals closed in a pre-designed report, including deal name, account name, amount, close date, and owner.
The dashboard offers all the visualizations and reports your team needs to measure yearly, monthly, weekly, and daily growth. Give it a try — it only takes a few clicks to launch the dashboard.
Try Our Free Google Sheets Dashboard Now!
With our sales performance dashboard, you can track how your sales teams are executing at any given point in time. And now you can launch Coefficient’s free sales performance dashboard in Google Sheets, with pre-built visualizations and automatic data updates, so all the hard work is taken off your plate.
Try our sales performance dashboard now for Salesforce or HubSpot! Also, check out our other pre-built dashboards based around popular sales use cases.
A sales dashboard shows a bird’s eye view of your sales performance and whether or not you’re meeting your targets.
It presents your data in comprehensive, easy-to-read visualizations and reports.
However, while most sales management and Customer Relationship Management (CRM) tools provide built-in dashboards, most have limited customization features and only include a few metrics.
What’s more, unless you’re well versed and know how to set up a sales dashboard in Salesforce, the entire process could take up too much time and effort.
Google Sheets provides a more straightforward solution with its features, apps, functions, and formulas that allow you to create custom reports and visualizations for your sales dashboard quickly.
In this guide, we’ll cover what a sales dashboard is, what key metrics to include, and how you can build one using Google Sheets.
Want to skip to the fun part? Pick a free Google Sheets sales dashboard that aligns with your reporting needs, make a copy, and pull in your live data from Salesforce or HubSpot in just a few clicks.
What is a sales dashboard?
A sales dashboard is an easy-to-understand graphical presentation of your critical sales data. It’s intended to help sales managers and company owners (among others) to make better, data-driven business decisions.
Dashboards present your sales data in a more meaningful way, often through graphs, heatmaps, gauges, and other visualizations.
These can be interactive or static; and most modern sales dashboards are dynamic, time-based (showing data in adjustable or regular time frames), and often connected in real-time to a database or data source.
Essentially, a sales dashboard involves sales-specific data points and metrics that give you an up-to-the-moment view of your sales operation’s health.
This helps you identify crucial areas for improvement and optimization, and determine which sales reps are closing deals. It will boost your sales performance and help you gain better outcomes.
You can visualize essential metrics or create variations and specific dashboards, such as a sales metrics dashboard. You can also include data you want to track and see in your dashboard, such as your total revenue, win ratio, and lost vs. won deals.
Why use Google Sheets to create a sales dashboard?
Google Sheets offers more than the basic formulas and functions. If you know what you’re doing (or do a bit of digging), you’ll uncover many of the program’s tools, tables, and charts to build custom reports easily.
Some of the analysis and reporting you can do in Google Sheets include Gantt charts for product management, sales forecasting, sales pipeline creation, lead to opportunity conversion rate tracking, and many other use cases.
Google Sheets is a calculation-centered program, offering a huge list of functions (formulas) that allow you to manipulate your data to extract your desired information and insights.
The spreadsheet program is cloud-based, letting you access your Google Sheets dashboard from anywhere with your Google account. This can help streamline teamwork and collaboration and allows flexibility in your work.
While Google Sheets might not have the most advanced features, it offers the essential tools and functions necessary to build a comprehensive sales performance dashboard. It performs crucial analyses and generates reports.
Google Sheets also include functions for importing data from multiple structured data types, returning the maximum value selected from a database’s range or table-like array, and linking data from other spreadsheets and sheets.
Determine what to include in your sales dashboard
Before you start building your sales dashboard, identify the data points and metrics you want to track, highlight, and see.
Know the Key Performance Indicators (KPIs) that are meaningful to you, your managers, and your team. You can then determine the data sources and types to monitor.
It helps to consider these questions.
Where will your data come from? Will your data source allow automated importing, exporting, and syncing, or will you need to do it manually? Will this require a third-party tool?
Who is the dashboard for (or your target audiences)? Is your sales dashboard for your sales manager, reps, or admin?
How often will you need to update the sales dashboard?
What specific metrics and data points show up often in your reports?
What are your identified KPIs?
Are there metrics that are regularly seen or reviewed as more crucial than others during your sales team meetings and one-on-one salesperson (or rep) reviews?
Does your company have multiple sales teams, such as field and inside sales units?
Address these questions to help you determine what data and metrics to include and how to best present the information to get the most out of your sales management dashboard.
Import your data
Let’s start by importing your sales data to Google Sheets.
In this guide, we’ll show how you can import your data from Salesforce to Google Sheets seamlessly using the Coefficient application.
Coefficient is a powerful tool for importing, exporting, and syncing your data. It’s easy to set up and use, streamlining fetching data from your data source.
Once you install the Coefficient: Salesforce, HubSpot data connector app from Google Workspace Marketplace, launch it from the Add-ons tab on the Google Sheets menu.
On the Coefficient pop-up window, click Import Data and select Salesforce.
If you have a ready Salesforce report, choose Import from report. This can save you a lot of time and effort when importing the sales data you will use to build your dashboard.
Select your preferred Salesforce importing method.
Select the objects you want to include in your Salesforce data import and use the search box to find objects quickly. Next, select the fields you want to add to your dataset.
Choose the object fields to include in your data import.
You can also add a filter and sort criteria, set an import limit, and name your import so you can find and reuse it easily for your future reports and analyses.
Click Import. This should auto-populate the data to Google Sheets in a few seconds or minutes, depending on the size of your data.
This is how your Salesforce data import on Google Sheets can look.
Coefficient imports your data to Google Sheets instantly.
Create your interactive sales dashboard
A sales dashboard can include many components and sections. However, in this guide, we’ll focus on building a dashboard with these sections:
Deals (Won, Open, and Lost)
Geo chart with total revenue of all countries and conversion rate
Lost deals vs. Won deals
Win ratio
Use a sales dashboard template
To simplify creating your sales dashboard, start with a template that you can easily build on, such as this sample Monthly Sales Dashboard from HubSpot.
Streamline building your sales dashboard with a Google Sheets template.
Using a sales dashboard template for Google Sheets speeds up your dashboard creation since you can easily customize the sections and replace the data.
Deals (Won, Open, and Lost)
Your imported sales data should include your won, open, and lost deals.
To calculate the number of deals based on won, open, or lost status, use this sample formula with the COUNTIF function. In this example, we’ll calculate the won deals.
To better understand this formula, here’s a quick breakdown:
Deals!AL2:AL should be the status column of your imported data
Deals!Z2:Z is the org_id.address column of your imported data
A19 is a cell with the country name
Use the same formula to calculate the number of open and lost deals (replace “won” with “open” and “lost”), and you should end up with something that looks like this.
Calculate the won, lost, and open deals from your dataset.
Create a visualization of the values using a pie chart. Select the data range, click Insert from the Google Sheets menu, and click Chart.
Insert a chart to create your data visualization.
On the Chart Editor pane, select Pie chart from the Setup tab. Click the Customize tab and format the labels, colors, texts, and other chart elements.
Customize your pie chart as you want.
Add the pie chart to your sales dashboard template or spreadsheet.
Geo chart
To create your Geo chart, you’ll need three columns for conversion rate, country, and total revenue, respectively.
You can use the Data Validation function to fill in the Country column manually. Click Data on the Google Sheets menu > Data validation and select the column or range with the country names on your dataset.
Use the Data validation function on Google Sheets to fill in the country column manually.
A faster way is to use the sample formula below.
={“Country name”; UNIQUE(Deals!Your range here)}
Next, let’s figure out the conversion rate per country, which is the ratio of your won deals to your total deals.
The Deals!AL2:AL in the formula refers to the status column, and the Deals!Z2:Z is the org-id.address (or country name) column of the imported data. A61 is a cell for the country name.
Drag the formula or use the Ctrl+d Copy Down shortcut to use it for the other countries in your data.
Finally, to get the Total revenue, calculate the sum of all the won deals for each country using this formula.
The value column is the Deals!AF2:AF while Deals!AL2:AL refers to the status column of the imported data. A61 is a cell with the country name, and Deals!Z2:Z is the org_id.address column.
Your final table should essentially look like this.
Calculate all the values necessary for your Geo chart.
Now that you’ve set up the data you need for each country, add a Geo chart to visualize the information for your sales dashboard.
Select the table, click Insert from the menu, then Chart. On the Chart editor, under the Setup tab, choose Geo chart.
Customize the Geo chart elements and colors accordingly.
Customize your Geo chart’s appearance and configuration accordingly and add it to your sales dashboard.
Lost deals vs. Won deals
Calculating the lost and won deals is pretty straightforward by using the formula below.
Replace Deals!CN2:CN=2016 with each corresponding year to get the value of the rest of the data. Use the same formula to calculate your lost deals and replace “won” with “lost” in the formula.
Once you have the data, apply a column chart.
Select the column containing the years, lost, and won deals. Follow the same process of inserting a chart, choose Column chart as the chart type, and customize the graph as you prefer before adding it to your sales dashboard.
Create a column chart for your lost and won deals.
Win ratio
Calculate the win ratio by dividing your won deals by the closed deals (lost deals plus won deals).
You can use a simple formula: A cell with your won deals in 2016/(a cell with your lost deals in 2016+a cell with your won deals in 2016).
For example:
=E75/(D75+E75)
You can then calculate the win rate for the remaining years and create a smooth line chart to add to your sales dashboard.
Select the year and Win ratio columns and follow the same steps when inserting a chart. Choose the Smooth line chart from the chart type options and modify the graph elements accordingly.
Insert a smooth line chart to visualize your win ratio.
At this stage, you should have all the charts and data visualizations you need to create your sales dashboard.
View how the number of deals and total revenue you earned per country.
Format and organize your sales dashboard.
Apply your desired formatting and customizations and organize your charts in a way that best suits users and your target audiences.
You can create specific dashboards, such as a sales KPI dashboard, and add other key metrics. This can include your lead conversion rate, customer lifetime value, monthly sales growth, and retention and churn rates.
Launch a Pre-Built Sales Dashboard In Google Sheets in One Click
Building a sales dashboard in Google Sheets requires a significant amount of manual work. That’s why Coefficient designed our Salesforce Sales Operations Starter Dashboard Template. Our Sales Operations Starter Template enables you to launch a complete, pre-built sales dashboard in a single click.
The template allows you to do everything outlined in this guide, and more, without requiring your team to build dashboards from scratch. By combining three major templates into one Sheet, the Sales Operations Starter Template gives a comprehensive view of your sales operations, from start to finish. Monitor your sales operations with pre-engineered dashboard and reports, including:
The Sales Operations Starter Template includes all of the core charts, metrics, and KPIs you to need to monitor and grow your sales. Track sales performance and objectives using a one-click Google Sheets template, including:
Identify top performing teams, regions, industries, and accounts
Compare monthly results for pipeline creation, win rates, average deal age, average deal size, and sales velocity
Monitor pipeline capacity to ensure you’ll always hit targets
Slice and dice your sales results by company size, deal type, and other filters
The Sales Operations Starter Template can save your team a tremendous amount of resources. And it’s free to use so you have nothing to lose by trying out the template right now.
Conclusion: Building a sales dashboard in Google Sheets doesn’t have to be rocket science
Now that you know the essential steps to create a sales dashboard in Google Sheets, you can start creating one with the help of our guide.
Using Google Sheets’ formulas and functions to create your sales data reports, analyses, templates, and visualizations, you can efficiently build and customize your sales dashboard.
Plus, importing, exporting, and syncing your data is uber-easy fast with Coefficient. The app lets you fetch data from your source to import to Google Sheets instantly with a few clicks.
You can also guarantee your dashboard data is always live and updated since Coefficient lets you schedule data auto-refresh. This means you won’t need to import new data every time the information from your source changes, saving you and your sales team a huge chunk of time and effort.
Building Salesforce dashboards to track sales forecast changes is arduous. Salesforce’s native reporting capabilities are often limited and inflexible. But that doesn’t change the fact that leadership needs the dashboards right now. Or that you have a dozen other “urgent” tasks on your plate.
Coefficient’s Opportunity History Template for Google Sheets, shown below, eliminates all these headaches in a matter of clicks. The template instantly launches pre-built Salesforce dashboards in Sheets to track sales forecast fluctuations over the past day, week, month or quarter. Now you can finally unlock the full potential of the Salesforce Opportunity History Report.
And the best part? Coefficient automatically updates the dashboards, so they’re always up-to-date with your live Salesforce data. And you can also set up Slack or email alerts so you get notified immediately when an opportunity is edited and significantly affects your forecast.
Read on to learn about our Opportunity History Template, including how to set it up and start using it.
Salesforce Opportunity History Field Tracking
In Salesforce, Opportunity History Field Tracking is a robust report that tracks the change history of key opportunity fields, including old and new values and edit dates. Object information types include History Data, Opportunity Fields, and Opportunity Owner Information. The report is not enabled by default.
However, the report’s rich potential is restricted by Salesforce’s cumbersome reporting capabilities. Limitations with summary formulas and inline calculations, difficulties cross-referencing objects in reports, and constant filter logic configurations are just a few of the familiar challenges of Salesforce reporting.
That’s where Coefficient’s pre-built dashboard templates come in.
Opportunity History Template: Automate Salesforce Insights in Google Sheets
Coefficient’s pre-designed templates take the work of building Salesforce dashboards off your plate. Templates instantly launch Salesforce dashboards in Google Sheets. In a few clicks, templates import live Salesforce data into Sheets, and automatically generate visualizations that give you fresh insights into your sales data.
Coefficient’s Opportunity History Template enables you to track sales forecast changes directly from Google Sheets. The template shows how new sales pipelines, lost opportunities, changing close dates, and up-sells impact your bottom-line revenue streams.
Forget analyzing your sales data for hours. With Opportunity History Template, you can access these insights in just a few clicks. The template unleashes the full potential of Salesforce’s Opportunity History Field Tracking:
Track your sales pipeline over any period of time
Identify opportunities with value changes or time frame modifications
Set custom fiscal year periods and monitor changes by month, quarter, or year
Slice and dice opportunity changes by sales team, opportunity type, or account details
Identify changes to close dates, opportunity amounts, and other fields that affect sales forecast
You can launch our free Opportunity History Template in less than a minute. Give it a try! Here’s a step-by-step walkthrough on how to launch the template.
How to Set Up Opportunity History Template in Under 60 Seconds
Step 1: Enable Opportunity Field History Tracking
First, you’ll need to enable Opportunity Field History Tracking in Salesforce. Specifically, field history on the opportunity object needs to be enabled. If it’s already enabled in your org, you can skip this section.
If you’ve never turned on Opportunity Field History Tracking, you’ll have to wait a few days/weeks before the template will show significant data. Salesforce does not collect this data unless the feature is turned on.
In Salesforce, navigate to Setup.
Now, click Object Manager located in the top menu.
Select an Opportunity object.
Enter Fields & Relationships and use checkboxes to enable field history. You’ll need to check the box at the top-left which says Enable Opportunity Field History, then you’ll need to make sure that the following are included:
You’ll be asked where the document should be placed. You can place it anywhere in your Google Drive and rename it as desired. Then click OK.
Step 3: Install Coefficient
If you do not have the Coefficient app, you’ll need to install it. If you already have Coefficient, skip this step.
Open a Google Sheets page, go to Extensions, then Add-ons, and click Get Add-ons. You will see a modal window with the Add-on store. Type Coefficient in the search bar.
Select Coefficient from the displayed choices. Proceed by selecting the Install button. Approve the permission to install.
Next, you will be asked to select the Google account that you want to associate with Coefficient. After choosing your account, review the privacy information and click Allow.
Success! The screen will inform you that you have installed Coefficient.
Step 4: Connect Salesforce Data to Template
Now go to Extensions in the same top panel, scroll down to select Coefficient, then click Launch. You see a panel on your right-hand side with a Coefficient menu. Select Connect to Salesforce.
Authenticate through Salesforce. You will be taken to the log in screen for your org. Following that, approve the access request by clicking Allow. The connection is made directly between your Google Sheet and your Salesforce instance.
A success message will appear in the same panel. You’re connected! If you look again to the right, you will see that an opportunity report and opportunity history report will begin importing.
The dashboard will update with the new data.
Step 5: Set Up Automatic Data Refreshes
You should also schedule automatic data refreshes to ensure that the Salesforce data in your template always remains live.
Under the Import menu, click on Refresh Schedule.
You can schedule auto-refreshes data hourly, daily, or weekly. This enables your team to work with live and accurate data at all times. Your Opportunity History dashboards will always be up-to-date and ready-to-share.
Step 6: Schedule Data Alerts
Finally, schedule data alerts. Data alerts allow you and your team members to stay up to date on important changes in your spreadsheet directly from Slack and email. From the sidebar, click Add Data Alert.
Choose the alert type: Weekly/Daily screenshot, When data changes, or When a new row is added. Select the frequency of the alert. Then enter the Slack or email address you want to send the alert to. Now your team can monitor Opportunity History dashboards directly from Slack and email!
Use Cases: Opportunity History Template
Sales Pipeline Flow
The Sales Pipeline Flow dashboard tells you how the size of your deals changes over time when significant events occur.
In the example above, we see the pipeline increased by $4.91m because of deal closures being moved into this quarter, but was also reduced by $6.65m because of close dates being pushed out.
Similarly, we see an increase in deal size creating an additional $2.01m in revenue, and a further reduction of $1.81m because of deal size reduction.
This dashboard gives us a great high-level overview of how all of our deals are doing and how they’ve been implemented by these significant events.
Changes by Month
The Changes by Month dashboard gives us an even more detailed explanation about how our pipeline has changed. This dashboard doesn’t just track significant events in your sales pipeline. It also demonstrates how those events occurred over time.
The Changes by Month dashboard can help you directly attribute significant changes in deal size to major events in and out of the company. These could be changes to staffing, market changes like sourcing, supply chain constraints, or changes to product offerings, all entirely within Google Sheets.
Forecast Changes by Date
Forecast Changes by Date measures changes by day, so you can really drill into how the data changes over time. The list offers links to each individual Salesforce record, so you can examine in the most granular detail why a specific Opportunity value changed.
Cool Things You Can Do with Opportunity History Template
Updating Data Filters
In addition to displaying your quarterly data for your sales personnel, you can also filter that data down to see how a team’s deals have been impacted. You can also hide certain data that’s obstructing the overall perspective.
For instance, maybe the product line has been eliminated and those related deals were closed. You probably don’t want to include that data, and the template gives you the ability to filter it out in real-time.
Let’s see an example:
At the top of your template, you will see a panel with all the options available.
Look at how the data automatically changes when we modify the snapshot period and sales period to this quarter.
Our pipeline flow updates in real-time, and now reflects the desired data sets:
Next, let’s take a look at the filtering options to the right. These may look quite familiar to you, as you may have seen them in Salesforce reports tools.
As you can see, there are many filtering and data sorting options pre-designed for you, and you can use them immediately.
Create New Data Filters
If there’s a filter you need in the template, but you can’t find, you can add new data filters from custom fields on your reports by replacing the ‘placeholder’ filters “Opportunity Type,” “Account Country,” and “Account Industry.”
Launch the Coefficient Sidebar and click the three dots next to the “All Opps Report” import, and click Edit.
Remove one of the placeholder fields you don’t need by unchecking the box next to it (Opportunity Type, Account Country, or Account Industry).
Click Add fields, select the field you would like to use as a filter, and then click Done Selecting Fields.
Click Save and Run.
The data will refresh and your new filter will appear at the top!
Build New Dashboards Analytics on Top of the Template
A huge boon of using Coefficient to import your data and create visualizations into Google Sheets is that now you’re in control of your data! If you want to add additional visuals to your report, you can. You can update Coefficient’s import to include additional fields, import data from other platforms like Google Analytics or Looker, and combine it with the data we’ve imported.
Try Coefficient’s Opportunity History Template Now!
Salesforce reporting is often clunky, difficult to work with, and simply insufficient. But with Coefficient’s Opportunity History Template, you can bypass all the busy-work and get straight to the insights you need.
Even with access to robust CRM systems such as Salesforce and HubSpot, many SalesOps users still prefer spreadsheets for forecasting, dashboarding, and analysis.
Spreadsheets are more flexible, and less cumbersome, than many of the built-in visualization and analytics capabilities of CRMs. However, it’s often difficult to build and maintain sales tracking spreadsheets with so many other competing priorities.
But no worries – we’ve created templates for all of your essential sales tracking spreadsheets in the following blog. Try our free Google Sheets templates for your Salesforce and HubSpot CRM data below.
Win Loss Analysis Template
Win loss analysis is critical to understanding why sales deals were won or lost. This helps sales teams adjust tactics and optimize the sales cycle.
SalesOps managers typically build win loss analysis reports in CRMs that can track these metrics across orgs, teams, and sales reps. But these CRMs often make win loss analysis reporting quite difficult. Salesforce, for instance, restrains users to basic inputs such as pick-lists or open-text fields.
Google Sheets offers more flexibility in terms of building dashboards, but it cannot access real-time CRM data natively. And then, regardless of what platform you use, you must build out the dashboards from scratch.
But slow down there — our Win Loss Analysis Template takes care of all of these dashboarding issues in a single click.
Our Win Loss Analysis Template contains all the metrics and visualizations needed to perform an incisive win/loss analysis, presented in pretty dashboards that capture the core KPIs your team needs:
Dashboards within the template can be customized with a toggle menu at the top of the Sheet — this allows you to view the dashboard for individual sales reps or team. You can also toggle your visualizations based on Time Period, Time Units, Team/Manager, Sales Rep, and Opportunity Type.
This allows your team to slice-and-dice the CRM data however they want. The filtered data is then fed into the pre-built win loss analysis dashboards:
Keep track of key metrics such as won/lost by revenue and volume, win rate, and wins by customer stage with high-level charts. View juxtaposed dashboards of opp amounts/counts won and lost.
You can also view win rates by reps, teams, opp size, opp age, lead source, and more.
Get a full list of lost opportunities, including opp owners, age, amount, and reason lost.
And these dashboards are always up-to-date and shareable — the template automatically updates your CRM data. Give it a try now: launch our free win loss template in Google Sheets for your Salesforce or HubSpot CRM.
Setting and tracking sales targets is a key initiative for most sales teams. These goals allow teams to measure performance, adjust tactics, and project sales within a given month, quarter, or year.
However, dashboards that track sales targets often require SalesOps managers to corral data from multiple business systems. It’s a messy, time-consuming process to blend sales data in CRMs with sales targets in spreadsheets.
That’s why we created our Sales to Target Template. Our template offers pre-built sales to target dashboards, so SalesOps Managers can avoid building, maintaining, and updating complicated reports involving multiple data systems.
Our Sales to Target Template combines Salesforce or HubSpot data with sales targets, calculates revenue projections, and visualizes progress for teams and opportunity types, by month, quarter, or year. Track yearly or quarterly company revenue side-by-side with open pipeline and target achieved.
Harness the pre-built Gap Analysis visualization to find out how you can close missing revenue. View revenue and opportunities side-by-side, based on existing business and new business. Track your sub-targets and discover where your pipeline needs additional opportunities. You can also utilize these high-level dashboards to measure sales targets by team.
Check out the closed-won opportunities vs. targets dashboards to analyze performance over time and see where the gap needs to be made up.
Get a full overview of open pipe by stage to understand where the opportunities are that will allow you to meet sales targets.
Our Sales to Target Template allows you to bypass all that tedious dashboard building and focus on analysis. With the template, your team will gain access to a comprehensive view of how sales targets are progressing, and where they can make up the gaps.
And you don’t have to worry about updating the sales data in Google Sheets — that’s done automatically by the template. Launch the Sales to Target Template now with your Salesforce or HubSpot CRM data.
Our Sales Performance Template allows sales leaders to compare year-over-year sales performance by industry, region, and account. Now you can slice-and-dice performance data by sales team, deal type, and more, using a pre-built Google Sheets dashboard that automatically syncs with your Salesforce and HubSpot CRM data.
Here’s a hands-on look at how the Sales Performance Template works.
At the top of the template, you can toggle between year, team, country, and opportunity. This will segment the dashboards in the template to show the specified data.
See visualizations for yearly historic revenue, and total sales by year, quarter, month, and week at the top of the dashboard. View a high-level overview of monthly sales by country with a geographic gradient map.
Manage your top 5 accounts and industries with fresh bar graphs powered by real-time CRM data.
View the largest deals closed in a pre-designed report, including deal name, account name, amount, close date, and owner.
Our Sales Performance Template offers all the performance dashboards your team needs to measure yearly, monthly, weekly, and daily growth. Give it a try — it only takes one click to launch the template.
Opportunity History Field Tracking is a powerful Salesforce report that records the change history of opportunity fields. But it is difficult to maximize the potential of the report due to the rigid reporting functionality in Salesforce.
Combining Opportunity History metrics with the flexibility of Google Sheets opens up a new dimension of sales pipeline analysis. In Google Sheets, SalesOps Managers can track historical pipeline conditions and expand sales forecasting with augmented data about past trends in opportunities.
However, getting this Opportunity History data into Google Sheets, and creating dashboards to visualize it, is a challenge in its own right. That’s why we designed our pre-built Salesforce Opportunity History Template for Google Sheets.
Coefficient’s Opportunity History Template shows how new sales pipelines, lost opportunities, changing close dates, and up-sells impact your bottom-line revenue streams. The template unleashes the full potential of Salesforce’s Opportunity History Field Tracking:
Track your sales pipeline over any period of time
Identify opportunities with value changes or time frame modifications
Set custom fiscal year periods and monitor changes by month, quarter, or year
Slice and dice opportunity changes by sales team, opportunity type, or account details
Identify changes to close dates, opportunity amounts, and other fields that affect sales forecast
The Salesforce Opportunity History Template allows you to apply a more incisive analysis to your opportunities and historical sales pipeline trends. Launch the free template now to get started.
This free sales template (& sales + expenses template) by Spreadsheet Class will allow you to track your individual sales, and categorize your sales. You can easily view your totals in the template’s charts. Check out the variety of templates created at Spreadsheet Class.
Free Sales Tracking Spreadsheets: Focus on the Tasks that Matter
With our free sales tracking spreadsheets, you can bypass all the grunt work associated with building dashboards and focus instead on insights and analysis. Try these out these free, pre-built Google Sheets dashboards now, and also check out our other sales templates to speed up and optimize your workflows and sales cycles.
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. We also have a library of simple spreadsheet templates you can browse.
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.
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.
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 lassoing data.
The Sales Accounts Dashboard offers a comprehensive overview 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.
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.
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 dashboards allow sales managers to keep track of reps and teams as they work toward sales goals. 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.
Populate the dashboard with your Salesforce or HubSpot CRM data. Try the free template now!
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!
