Data Studio template
Sales Team Performance Data Studio dashboard template
By Coupler.io
Email & CRM Free
Best for: For sales managers who need to compare rep performance and coach a CRM-driven sales team.
Overview
This Data Studio dashboard template consolidates CRM data from Salesforce, HubSpot, and Pipedrive to monitor individual sales representative metrics alongside team-wide performance. It tracks win rates, average deal values, closure times, and pipeline velocity, and offers dynamic filtering by deal type, territory, lead source, and time period. Coupler.io automates the data sync so managers see current figures without manual compilation.
Who it's for
For sales managers who need to compare rep performance and coach a CRM-driven sales team.
Questions it answers
- Which reps have the highest win rates?
- Where do deals stall in each rep's pipeline?
- How do individuals compare to team averages?
- Why are deals being lost?
What's inside
4 report pages:
1Individual performance tracking report
2Deal pipeline progression report
3Team comparative analysis report
4Lost deal analysis report
Key features
- Individual rep metrics comparison
- Win rate and deal-size benchmarking
- Pipeline progression by rep
- Lost deal reason analysis
- Filtering by territory and deal type
- Automated CRM data refresh
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.