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Sales pipeline report template for Looker Studio

Get the actual Sales pipeline report template used by Porter to monitor your B2B performance.
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Creator

Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

+40,000 marketers have downloaded our dashboards

Template setup

Copy-paste the same dashboards that other teams and agencies use to monitor their B2B performance

Sales pipeline report template overview

With this Sales Pipeline template on Looker Studio, monitor specific metrics such as revenue, pipeline size, and conversion rates. Segment the data by sales representative, region, or product category. Share the insights via PDF, link, or email to influence teams or clients. Answer questions like: Which sales rep has the highest conversion rate? How does revenue vary by region? What is the average pipeline size for different product categories?

Suggested data sources

Use cases

Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available fields.

Metrics

Sales

– Conversion rate
– Lead-to-opportunity conversion rate
– Opportunity-to-win conversion rate

Pipeline

– Lead conversion rate
– Average deal size
– Sales velocity

Contacts

– Number of CRM contacts acquired
– Conversion rate of CRM contacts to customers
– Average lifetime value of CRM contacts

Dimensions

Campaign

– Target audience
– Campaign goals
– Messaging strategy

Audience

– Demographics (age, gender, income)
– Psychographics (personality, values, lifestyle)
– Behavior (purchase history, brand loyalty, media consumption)

Time

By hour, day, week, month, quarter, or year

Features

100% custom charts

White-label

Custom metrics​

All-time historical data

Schedule email alerts​

Filters

Interactive

Goals​

Data blending

FAQs

A Sales pipeline report should include metrics such as visibility (number of impressions, reach), engagement (click-through rate, likes, comments), and conversion metrics (conversion rate, sales revenue). The data should be segmented by campaign (e.g., Black Friday Sale), channel (e.g., Facebook ads), audience (e.g., age group), content (e.g., video vs. image), objective (e.g., brand awareness vs. lead generation), and date (e.g., weekly or monthly). For example, the report should provide data on the visibility of a Black Friday Sale campaign on Facebook ads, segmented by age groups, comparing the engagement rates between video and image content, and tracking the conversion rates for lead generation objectives.
To analyze sales pipeline data, include the following in a report: 1) Metrics: Break them down by visibility (number of leads generated), engagement (number of follow-ups or meetings conducted), and conversion metrics (number of deals closed). 2) Context: Compare against cost (ROI on marketing expenses), date range (tracking progress over time), goals (achievement of sales targets), rates (conversion rates), and benchmarks (industry standards). 3) Segmentation: Segment data by campaign (e.g., email marketing), channel (e.g., social media), audience (e.g., target demographics), content (e.g., different messaging strategies), objective (e.g., lead generation or upselling), and date (e.g., monthly or quarterly analysis). For example, track the visibility metric for an email marketing campaign targeting millennials over a 3-month period to assess its effectiveness.
To build a sales pipeline dashboard, 1) connect your CRM and sales data accounts. 2) Select metrics such as lead volume, conversion rates, and sales cycle length to monitor performance. 3) Segment data by campaign, sales channel, target audience, product type, customer content, sales objective, and date. 4) Add filters or buttons for deal stage, region, or sales rep to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links for easy access and review.

A sales pipeline dashboard is a visual tool that provides a comprehensive overview of the sales process, tracking leads from initial contact to final sale. It is significant for businesses as it helps in forecasting revenue, identifying bottlenecks, and improving sales strategies. Tools like Looker Studio, Salesforce, and Zoho are commonly used to create these dashboards, which typically include key elements like lead volume, conversion rates, sales cycle length, and deal value. Real-time data monitoring is crucial in a sales pipeline dashboard as it allows for immediate response to changes and trends. For learning how to create a marketing dashboard using Looker Studio, check out our YouTube channel: https://www.youtube.com/@porter.metrics.

Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:

Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.

Select “Download as” from the drop-down menu and choose “PDF.”

You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.

Click on “Download” to save the report on your device.