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CRM dashboard template with Google Sheets and Data Studio

5/5

FREE

Visualize your sales pipeline and customers data in a single view with our free Google Data Studio templates.

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What questions can you answer with this template?

 How do my deals look in a funnel?

  •  How do my sales look in a timeline?
  •  
  •  How is my sales force performing?
  •  
  •  Are we bringing more new deals than before?
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This CRM dashboard template is as straightforward as they come! 

You will be able to filter by:

  • Opportunity status: Open, won & lost
  • Opportunity status: Prospect, Needs analysis, proposal sent, negotiating
  • Company/deal name
  • City

In the other hand, we have arranged different views we believe will help you bring insights from your CRM:

  • Number of deals
  • Value of the deals
  • Pie chart: Deals arranged by status
  • Timeline Barchart: Evolution of new deals
  • Timeline line chart: Historical aggregate of deals
  • Barchart: Deals arranged by stage
  • Funnel view: Deals on a funnel
  • Bar chart: Deal Status by assignee
  • Bar chart: Deal status per assignee
  • Bar chart: Deal stage per assignee

This CRM Dashboard template works best if you:

  • Manage a sales team with a CRM software and need a quick glimpse on everyone’s performance
  • Are part of a sales team and want to keep a close eye on your deals
  • Are part of a marketing team and need to follow up on the leads that you have given the sales team

Templates every Marketer Needs!

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For your everyday tools

Social Media, eCommerce, PPC, CRM, Email Marketing, Web Analytics. Whatever you need, we have it.

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What others say about this template

"Great tool, for managing sales teams. I check this report template every morning to follow up on my team's outreach. Upgraded my subscription. 100% recommended."
David B.Sales VP
David B.
I wanted a quick way to see how my deals were behaving. The funnel view gave me insight on the fact that I was being affraid of closing the deals. As soon as I realized it, I started to sell a lot more. Thanks guys!"
Adrián Ali S.Sales rep
Adrián Ali S.
"The team are awesomely good and they give all the support that you need. I have enjoyed this and many other templates to work between sales and marketing teams. Already have 5 connections. Keep up the work."
Diego O.Marketing ops
Diego O.
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FAQ's

The short answer? Yes!

In Porter, we want to help marketers understand data better to make more informed decisions.

Copy our report template and start tweaking it however you want!

However, in order to connect your data, you'll need some of our connectors to pull it from the platform that you want to report on.

Once you have successfully created a copy of this template, you'll start a 14-days free trial for the connector that you need, no strings attached.

In case you love your report and want to keep using it (which you probably will), you can upgrade your subscription!

If you decide not to move forward with the subscription, that's fine too!

The connector will stop working after the trial, thought!

The connector will stop working after the trial, thought!

Anyway, you get to keep the report template.

Copying our template reports is very easy!

Click on "Download template" to view the Looker Studio screen.

After that, just click on the three dots at the top of the screen and select make a copy.

Now, you can do whatever you want with the template! It's yours.

Yeah, it's that easy!

In case you run into trouble you can always schedule a call with us and we'll be happy to help you.

Once you have set up your report template, you will follow these steps to analyze your data:

  1. Define a goal: A goal is key to undestand progress. If you don't know what success looks like, you won't know if you are getting there. 
  2. Break down your data: To identify where your metrics are underperforming, break them down by groups of data: Date, campaigns, regions, devices, etc. 
  3. Prioritize your findings: Different insights will arise. However, another trick is not to try to change everything at the same time. Gradually prioritize the findings that you think will have a bigger impact on your business.

Once you have your own copy, you can customize your report by creating new charts, adding filters, custom formulas, colors, logos, etc

In short: Everything is customizable!

In case you want to learn more on this topic, we have prepared this tutorial for you: How to customize a Google Data Studio report. 

 Off course!

In fat, that's one of the perks of having a Porter subscription.

You can ask for custom report templates and we'll get them done for you!

In case you just need help setting up this template, you can also ask for help for free!

Custom report templates are for those marketers that have specific needs that the templates don't get to answer. 

Our team of Looker Studio wizards will listen to the specific case, consult on the metrics that might help get to insight, and create the report with the branding that you want.

One of the many perks of having Porter as your reporting tool!

For starters, NOT templates!

Our template reports are (and will always be) free. We believe in giving value first!

We want you to see that data is not a huge monster that needs to be tamed, but rather a small, friendly cat (hence our logo!)

Now, what we do sell are connectors (or integrations!).

Our connectors let you pull data from sources that are not part of Google's core, to Looker Studio.

Facebook Ads, LinkedIn Ads, Instagram Profiles, WooCommerce, Shopify & Mailchimp from are just some of the many integrations that you can use!

The fun part? You get some cool perks too.

In case you are interested, just check out our pricing page to get more info!

Porter Metrics has been created as a non-code platform for marketers and agencies to automate your data within minutes.

We are certain you'll find a lot of value in our approach to connection easiness and support!

We want you to learn how to manage your data and give you the best tools in the market to do so!

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