Data Studio template
Salesforce Sales Funnel Dashboard Template for Data Studio
By Windsor.ai
Email & CRM Free
Best for: For sales and revenue teams that manage their pipeline in Salesforce and want to track funnel stages in Data Studio.
Overview
This free white-label Data Studio template visualizes the Salesforce sales funnel using prebuilt charts and tables. Once you connect your Salesforce account, it automatically detects the metrics and dimensions in your data and displays them, and you can customize the view by dragging and dropping widgets. It shows customers at different stages of the purchase process so teams can act to move them toward a sale.
Who it's for
For sales and revenue teams that manage their pipeline in Salesforce and want to track funnel stages in Data Studio.
Questions it answers
- How many prospects are at each stage of the funnel?
- Which deals are most likely to close?
- Where are customers dropping out of the funnel?
- What actions will improve conversion to paying customers?
What's inside
3 report pages:
1Sales funnel stage overview
2Prospects, leads and buyers
3Conversion probability and outcomes
Key features
- White-label template
- Salesforce connector
- Automatic metric and dimension detection
- Funnel-stage visualization
- Drag-and-drop customization
- Free to use
Set it up in minutes
- Make a copy of the template.
- Connect your data through Windsor.ai — 350+ sources, no manual exports or scripts.
- Your report populates and refreshes automatically in Data Studio.
FAQs
Is the template free?
Yes — the template is free to copy and use. Windsor.ai's connector powers the data and may need a paid plan after its free trial.
Do I need technical skills?
No. Connect your account through Windsor.ai and open the report — nothing is built from scratch.
Can I customise it?
Yes. Once you copy it, edit the charts, metrics, filters, colours and layout to match your reporting.
How often does the data update?
It refreshes automatically through Windsor.ai, so the report stays current without manual exports.
Can I use it for client reporting?
Yes. Copy the template, connect the client's account, customise and share straight from Data Studio.
Which data sources are supported?
Windsor.ai connects 350+ marketing and business sources, so you can extend the template well beyond its default connector.