Free CRM Dashboard Templates

What is a CRM Dashboard?

A CRM dashboard serves as a visual analytics tool that helps monitor key metrics related to sales activities, customer interactions, and marketing campaigns. Mainly, it tracks leads and their stages in the sales funnel. Additionally, it overviews the individual performance of sales managers.

Windsor.ai’s free CRM dashboards let you unlock valuable insights into your sales process and customer retention. Use them to level up your reporting, enabling smarter business decisions with high-level information. Assess your business’s health and adjust your marketing and sales approaches for better outcomes.

What should you include in a CRM dashboard?

Consider incorporating the following fundamental features into your CRM dashboard to build a complete view of your sales & marketing funnel:

Key metrics

Customize your metrics to meet every team’s needs. The universal metrics are Leads, Customer Satisfaction, Churn Rate, Customer Lifetime Value, Win Rate, and Total Sales, which provide a comprehensive overview of your business performance.

Sales funnel

The sales funnel visualization tracks the distribution of prospects at each stage, from awareness to renewal. By analyzing conversion points with the help of Windsor.ai CRM dashboards, you can identify specific stages where leads usually drop or buy, which helps you achieve continuous visibility and optimization of your conversion processes.

New leads and deals

A good CRM reporting dashboard should display the latest deals and leads to help sales personnel stay ahead when managing their forthcoming pipeline activities.

Open/closed deals

Tracking the ratio of open client opportunities to closed deals enables sales reps to manage their work capacity. You can also report on the value of closed deals and share performance analytics with your team.

Goals

Integrate goals or milestones into the CRM report to establish a clear direction for your business and track progress.

Sales rep performance

The CRM dashboard should display sales statistics for individual employees to honor top performers and determine which staff members require training or help.

Reasons for lost deals

Display the reasoning behind each lost deal as part of the CRM reporting. Learning why your prospects decided against your product enables better product development and tactical strategy refinement.

Branding assets

If reporting to stakeholders, incorporate branding assets such as a logo and brand colors for a professional presentation.

5 best CRM dashboard templates

1. Power BI HubSpot Overview Dashboard Template
2. Looker Studio CRM Attribution Dashboard Template
3. Looker Studio HubSpot Dashboard Template
4. Power BI Salesforce Dashboard Template
5. Looker Studio Salesforce Overview Report

Who are CRM dashboards designed for?

Virtually anyone can use CRM dashboard templates from Windsor.ai. No data science or business intelligence background is needed to navigate them effectively, especially when paired with Windsor.ai’s no-code data connectors to sync data at scale.

Here are some examples of experts and businesses that can benefit from CRM dashboards:

Sales teams

• To monitor leads and sales performance
• To track sales pipelines, set goals, and analyze progress

Marketing teams

• To segment customer data
• To track campaign performance and assess the effectiveness of different channels

Customer support or service teams

• To view customer histories and track service requests
• To manage customer inquiries efficiently

Business analysts

• To generate reports, analyze data, and identify trends
• To assist in decision-making and strategy development

Management and executives

• To manage and analyze overall business performance
• To track key performance indicators