Sales Performance Dashboard: Free Spreadsheet Template

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!

Launch Salesforce Sales Performance Dashboard Launch HubSpot Sales Performance Dashboard

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:

1. 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.
2. 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.
3. 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.

Launch Salesforce Sales Performance Dashboard Launch HubSpot Sales Performance Dashboard

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.

• How to Connect Salesforce to Google Sheets
• How to Connect HubSpot to Google Sheets

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.

Launch Salesforce Sales Performance Dashboard Launch HubSpot Sales Performance Dashboard