Sales KPIs Dashboard: 4 Free Google Sheets Templates

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.

Common KPIs to Track for Sales Managers

Effective sales management requires tracking the right sales metrics and key performance indicators. Here are the essential sales KPIs every sales manager should monitor to optimize team’s performance and drive sales growth:

Pipeline Health Metrics

• Opportunity progression – Monitor how deals move through your sales funnel stages to track progress and identify bottlenecks
• Open pipeline value – Track total value of all active opportunities in your sales pipeline
• Pipeline velocity – Measure how quickly deals progress from stage to stage and optimize your sales cycle length

Performance Indicators

• Sales revenue and win rates – Compare team performance and individual sales reps against sales targets
• Sales to target metrics – Monitor actual sales performance versus predetermined sales goals
• Month-over-month growth – Identify trends in monthly sales and adjust sales strategy accordingly

Customer Value Metrics

• Customer lifetime value – Understand total revenue potential from customer relationships and improve profitability
• Customer acquisition cost – Track expenses required to acquire new customers and optimize pricing strategies
• Win/loss analysis – Identify factors that influence sales outcomes and conversion rates

Operational Metrics

• Sales activity tracking – Monitor number of sales calls, emails, and touchpoints from your sales team
• Lead generation performance – Measure effectiveness of marketing efforts and social media campaigns
• Customer satisfaction and retention rate – Track customer retention and identify upsell opportunities

These key metrics provide valuable insights into sales performance, enabling data-driven decisions that drive high-performing sales teams and optimize profitability through real-time dashboard visualization.

Top Sales KPI Dashboards

Sales Performance Template

Track sales performance across sales teams, regions, and time periods with comprehensive year-over-year comparisons. This sales KPI template provides critical visibility into sales revenue trends and team effectiveness for sales managers.

• Historical analysis – Compare yearly sales data and average revenue performance with dynamic filtering options
• Geographic insights – View sales distribution with responsive gradient mapping by country to identify high-performing markets
• Deal categorization – Monitor monthly sales by new business, existing accounts, and expansion opportunities to track sales growth

Google Sheets Sales Performance Template (Salesforce)

Google Sheets Sales Performance Template (HubSpot)

Sales Opportunity Template

Analyze your sales pipeline with automated quota tracking and opportunity management across sales teams. Perfect for sales managers who need comprehensive pipeline visibility and want to automate their sales process.

Automated reporting – Connect directly to your CRM for real-time pipeline updates and eliminate manual data entry

Pipeline segmentation – View open opportunities by stage with team-based filtering to optimize conversion rates

Quota monitoring – Track monthly sales targets across individual sales reps and teams to measure team performance

Google Sheets Sales Opportunity Template (Salesforce)

Google Sheets Sales Opportunity Template (HubSpot)

Sales Accounts Template

Get complete oversight of all customer accounts with sales activity tracking and relationship management tools. Streamline account management and identify growth opportunities while monitoring customer satisfaction.

Opportunity management – Identify dormant accounts and assign new deals to salespeople to drive sales revenue growth

Activity timeline – Comprehensive view of sales activities and performance metrics per account with profit margin analysis

Relationship mapping – Track assigned sales reps and key contacts for each account to improve customer retention

Google Sheets Sales Accounts Template (Salesforce)

Sales Accounts Template (HubSpot)

Pipeline Creation Template

Gain full visibility into pipeline generation with automated tracking of creation metrics across your sales organization. Monitor how effectively your sales team builds new business opportunities and track sales funnel performance.

Real-time updates – Automatic data refresh from Excel or Google Sheets eliminates manual reporting work

Creation tracking – Visualize pipeline generation by day, week, or month across teams with graphs and charts

Performance comparison – Compare pipeline creation rates between individual sales reps and teams using key metrics

Pipeline Creation Dashboard for Salesforce

Pipeline Creation Dashboard for HubSpot

Download our Free Sales KPIs Dashboard

Download our free sales KPI dashboard templates for Google Sheets right now for pre-built visualizations around your most relevant sales use cases. These dashboard templates provide KPI examples that help sales managers track progress across all key performance indicators.

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 for project management and marketing KPI needs.

Ready to supercharge your sales reporting?

These sales KPI templates provide the foundation for effective sales management, but the real power comes from connecting them to your live sales data sources. With automated updates and real-time insights from your CRM, you can focus on sales strategy instead of manual reporting. Team members can access valuable insights about customer acquisition cost, lead generation performance, and sales cycle length to optimize their sales processes.

Transform your sales performance tracking today and leverage these dashboard templates to monitor everything from customer lifetime value to retention rates. Track sales more effectively with automated visualization tools that help your sales team identify new customers, analyze profit margins, and improve overall profitability.

Get started with Coefficient and unlock the full potential of your sales data through powerful dashboard templates that integrate seamlessly with Google Sheets and Excel.