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Sales KPIs Dashboard: 4 Free Google Sheets Templates

By Frank Ferris

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

monthly sales by deal type dashboard

Many sales teams rely on sales performance dashboards to analyze growth, adjust tactics, and plan future initiatives. Our Sales Performance Template allows sales leaders to compare year-over-year sales performance by industry, region, and account.

This pre-built Google Sheets template displays critical sales performance KPIs, including 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.

With the Sales Performance Template, you can view monthly sales by deal type, including 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. View the largest deals closed in a pre-designed report, including deal name, account name, amount, close date, and owner.

Try the free Google Sheets template now — connect your Salesforce or HubSpot data to power the dashboards.

Google Sheets Sales Performance Template (Salesforce)

Google Sheets Sales Performance Template (HubSpot)

Sales Opportunity Template

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SalesOps managers need dashboards that track sales opportunities in both a granular and high-level way. That’s why we developed our Sales Opportunity template. The dashboard enables sales managers to comprehensively monitor open pipe by stage and sales quotas by orgs, teams, and reps.

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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.

Google Sheets Sales Opportunity Template (Salesforce)

Google Sheets Sales Opportunity Template (HubSpot)

Sales Accounts Template

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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.

Google Sheets Sales Accounts Template (Salesforce)

Sales Accounts Template (HubSpot)

Pipeline Creation Template

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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.

Pipeline Creation Dashboard for Salesforce

Pipeline Creation Dashboard for HubSpot

Download our Free Sales KPIs 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.

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