Data Studio template
Sales CRM Data Studio dashboard template
By Coupler.io
Email & CRM Free
Best for: For sales teams and RevOps managers who report on pipeline and performance from Salesforce, HubSpot, or Pipedrive.
Overview
This Data Studio dashboard template consolidates CRM data from Salesforce, HubSpot, and Pipedrive to track sales pipeline, deal progression, team performance, and revenue. It includes pipeline management, deal analysis, team performance, and revenue tracking reports covering metrics such as won opportunities, win probability, deal type performance, and forecast accuracy. Coupler.io imports and refreshes the CRM data automatically.
Who it's for
For sales teams and RevOps managers who report on pipeline and performance from Salesforce, HubSpot, or Pipedrive.
Questions it answers
- Where do deals get stuck in the pipeline?
- How do team members compare on win rate?
- Why are deals won or lost?
- Which deal types convert best?
What's inside
4 report pages:
1Pipeline management report
2Deal analysis report
3Team performance report
4Revenue tracking report
Key features
- Salesforce, HubSpot and Pipedrive support
- Pipeline and deal progression tracking
- Team performance comparison
- Revenue and forecast tracking
- White-label ready
- Automated CRM sync 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.