Free CRM Dashboard Report Templates

What is a CRM dashboard?

A CRM dashboard gives you an overview of your sales pipeline using data from your deals, contacts, and companies. You can see how many deals are in progress, how much they’re worth, and how many were won or lost.

The dashboard itself is a Data Studio report, a Power BI file, a Google Sheets file, or an Excel workbook. Windsor.ai pulls the data into it from HubSpot or Salesforce, with no CSV exports. Sales managers use one for the weekly pipeline review, and founders use one to check the forecast.

Which CRM template to pick

The table lists all 13 free templates in this gallery. Some template titles still say Looker Studio, Data Studio’s previous name.

CRM dashboard example: A pipeline review from one quarter of HubSpot deals

This example uses a demo HubSpot account loaded with sample deals that’s connected to Windsor.ai. The sample deals were closed in Q3 2026 (1 July to 30 September). The team won 20 of the 80 deals that closed in the quarter, and 50 deals were still open on 13 October. Every number comes from HubSpot deal fields, pulled through Windsor.ai.

Step 1: Connect HubSpot to Windsor.ai. Sign in at onboard.windsor.ai, choose the HubSpot connector, and authorize your account.

Step 2: Query the deal fields. In the data preview, set the date range and select the fields that interest you. This example uses: Deal amount, Deal count, Deal stage, Deal Closed Lost Reason, Deal Closed Won, Deal Close Date, and Deal Projected Amount.

Use the weighted pipeline value to forecast next quarter. The full open pipeline value assumes every open deal will close. The HubSpot Google Sheets template lets you view deal amounts and lost reasons from your own account.

What KPIs does a CRM dashboard track?

Choose the KPIs that fit your sales process. Each KPI uses deal or lead fields pulled from HubSpot and Salesforce through Windsor.ai.

• Pipeline value: the total amount of all open deals.
• Weighted pipeline: each open deal’s amount multiplied by its stage probability, then added up. HubSpot returns the weighted amount for each deal as deal_hs_projected_amount; in Salesforce, multiply opportunity_amount by opportunity_probability, which is a percentage.
• Win rate: deals won divided by all closed deals, won and lost.
• Lead conversion rate: leads that became opportunities divided by all new leads in the same period.
• Average deal size: revenue from won deals divided by the number of won deals.
• Sales cycle length: the average number of days from a deal’s creation to its close, for won deals. HubSpot returns the days for each deal as deal_days_to_close.
• Lost deals by reason: each lost reason’s share of all lost deals. HubSpot stores the reason in deal_closed_lost_reason. Windsor.ai’s standard Salesforce fields include no loss reason. If your team records one in a custom field, Windsor.ai can pull it.

What to include in a CRM report?

A CRM report shows how your sales pipeline is performing, from open deals and their value to closed deals and new leads. You can compare results with past periods or sales targets.

Split the data by six fields.

• pipeline and deal stage
• deal owner
• lead source (for example, paid search, organic search, or referral)
• lifecycle stage (lead, opportunity, customer)
• lost reason
• date (created date or close date, by week or month)

For example, a weekly report for a head of sales could show pipeline value and weighted pipeline against the quarter’s target at the top. Open deals by stage and owner go in the middle, with win rate and lost reasons for the last 90 days at the bottom. Label each chart with its date field. Count new deals by created date, and won or lost deals by close date.

Browse the full template gallery for dashboards by platform and destination, or see the sales dashboard templates for revenue reporting. How to use Windsor.ai for CRM shows how to ask an AI assistant which campaigns and lead sources bring closed deals.