Best Free Sales Pipeline Report Templates for Data Studio (2026)

Free sales pipeline report templates for Google Data Studio. Track deals, revenue forecasts, conversion rates, and pipeline stages from HubSpot and your CRM.

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Last updated: April 2026

What is a sales pipeline dashboard on Data Studio?

A sales pipeline dashboard on Data Studio connects to your CRM—like HubSpot—and displays deal stages, revenue forecasts, win rates, and sales team performance in a visual report. It gives sales managers and executives real-time visibility into the health of the pipeline.

These free sales pipeline dashboard templates for Data Studio connect to your data sources and update automatically. These templates cover popular search terms like sales metrics dashboard, retail sales dashboard, saas sales dashboard. Customize any template with your branding, metrics, and filters to create professional sales pipeline reports in minutes.

Connect your CRM: With Porter Metrics connectors, connect HubSpot, Salesforce, and other CRM data to Data Studio in minutes.

Why use a sales pipeline dashboard?

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Visualize deal flow

See deals moving through stages in real time. Our B2B funnel template shows conversion rates between each stage.

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Revenue forecasting

Track weighted pipeline value and expected close dates. Monitor monthly and quarterly revenue targets with historical trends.

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Sales team performance

Compare rep performance, deal velocity, and win rates. Identify top performers and coaching opportunities.

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Marketing-to-sales alignment

Connect marketing leads to pipeline revenue. Our demand generation template bridges the gap.

How to build a sales pipeline dashboard

1

Connect your CRM

Go to portermetrics.com and connect HubSpot or your CRM. Tutorial: connect HubSpot.

2

Choose a sales template

Browse our sales pipeline gallery. Learn to copy a template.

3

Customize your pipeline metrics

Add deal count, pipeline value, win rate, average deal size. Use calculated fields for velocity metrics.

4

Design your dashboard

Follow our design tutorial.

5

Share with your sales team

Schedule automated reports to sales managers.

Key metrics for a sales pipeline dashboard

Pipeline Health

  • Total pipeline value — weighted revenue
  • Deal count — active opportunities
  • Avg. deal size — revenue per deal
  • Pipeline coverage — pipeline vs. quota

Conversion

  • Win rate — deals won vs. total
  • Stage conversion — rate between stages
  • Loss reasons — why deals are lost
  • Sales cycle length — days to close

Revenue

  • Closed won — revenue this period
  • Forecast — expected revenue
  • MRR / ARR — recurring revenue
  • Quota attainment — actual vs. target

Team Performance

  • Deals per rep — activity by salesperson
  • Revenue per rep — contribution
  • Response time — lead follow-up speed
  • Activities — calls, emails, meetings

Track your sales pipeline today

Connect HubSpot and your CRM in minutes. Visualize deals, forecasts, and team performance on Data Studio. Get started for free →

Frequently Asked Questions

What is a sales pipeline dashboard?
A sales pipeline dashboard tracks deals, revenue forecasts, win rates, and sales team performance from your CRM in a Data Studio report.
What CRM can I connect?
Porter Metrics supports HubSpot, Salesforce, and other CRM platforms via connectors for Data Studio.
Can I track revenue forecasts?
Yes. Use weighted pipeline values and deal stages to forecast expected revenue by period.
Are these templates free?
Yes, all templates are free with Porter Metrics free plan.
Can I share these with my sales team?
Yes. Share via live links, scheduled emails, or PDF exports.
What are the most important sales pipeline metrics to track?
The key sales pipeline metrics to monitor include visibility metrics (impressions, reach), engagement metrics (clicks, CTR, interactions), and conversion metrics (leads, sales, revenue). Use your Data Studio dashboard to track these across channels and compare performance over time.
Where can I find a sales pipeline dashboard excel?
Porter Metrics offers free sales pipeline templates for Data Studio that you can customize. Browse our gallery above to find templates that match your reporting needs, connect your data sources, and start tracking your sales pipeline performance in minutes.
How do I automate my sales pipeline reporting?
Connect your data sources to a Data Studio template from Porter Metrics. The dashboard updates automatically with live data. You can also schedule PDF reports via email on a daily, weekly, or monthly basis, and share live dashboard links with your team or clients.

Start building your dashboard today

Connect your data in minutes. Choose from 21 free templates on Data Studio.

Get started for free →