Data Studio template
Win-Loss Analysis Data Studio dashboard template
By Coupler.io
Email & CRM Free
Best for: For sales leaders and RevOps teams analyzing won and lost deals to refine sales strategy and improve win rates.
Overview
This win-loss analysis dashboard pulls Salesforce opportunity data into Data Studio through Coupler.io to show why deals are won or lost. It segments outcomes by industry, sales owner, lead source, and region, and tracks conversion rates by opportunity type. The template helps sales teams identify failure patterns and reallocate effort toward the most profitable segments.
Who it's for
For sales leaders and RevOps teams analyzing won and lost deals to refine sales strategy and improve win rates.
Questions it answers
- Which opportunity types generate the highest revenue?
- What factors contribute to lost deals?
- Which sales segments deserve increased investment?
- How do different lead sources impact deal outcomes?
What's inside
3 report pages:
1Opportunity type performance analysis
2Segmented deal outcome analysis
3Performance comparison and optimization insights
Key features
- Revenue by opportunity type
- Performance by sales owner
- Lead source effectiveness
- Industry segment conversion rates
- Geographic performance metrics
- Deal stage progression rates
Set it up in minutes
- Make a copy of the template.
- Connect your sources through Coupler.io — 400+ integrations, no code.
- Your dashboard populates and refreshes automatically in Data Studio (also available for Sheets, Power BI and Tableau).
FAQs
Is the template free?
Yes — the template is free to copy and use. Coupler.io's connectors power the data and may need a paid plan after the free trial.
Do I need technical skills?
No. Connect your accounts through Coupler.io 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 on a schedule through Coupler.io, so the dashboard stays current without manual exports.
Which destinations are supported?
The same dashboard is available for Looker Studio (Data Studio), Google Sheets, Power BI and Tableau.
Which data sources can I connect?
Coupler.io connects 400+ marketing and business sources, so you can extend the template well beyond its default connector.