Data Studio template
Sales Analytics & KPI Data Studio dashboard template
By Coupler.io
Executive / KPI Reporting Free
Best for: For sales managers and executives tracking pipeline KPIs, team output, and revenue trends across their CRM.
Overview
This sales analytics and KPI template pulls CRM data from Salesforce, HubSpot, and Pipedrive into a Data Studio report covering pipeline health, conversion rates, team performance, and revenue forecasting. It combines an acquisition funnel with team and lost-deal analysis to highlight bottlenecks and growth opportunities. Coupler.io automates the data integration so the KPIs stay current without manual reporting.
Who it's for
For sales managers and executives tracking pipeline KPIs, team output, and revenue trends across their CRM.
Questions it answers
- Which sales KPIs are trending up or down?
- How is each rep and team performing?
- Where are deals being lost and why?
- How are marketing efforts converting into deals?
What's inside
4 report pages:
1Multi-source acquisition funnel report
2Team performance analysis report
3Lost deal analysis report
4Revenue and pipeline forecasting report
Key features
- Integrates Salesforce, HubSpot and Pipedrive
- Pipeline and conversion KPI tracking
- Team performance and quota analysis
- Lost-deal reason breakdown
- Revenue forecasting views
- Automated refresh via Coupler.io
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.