Sales Manager Data Studio dashboard template — Data Studio template preview
Data Studio template

Sales Manager Data Studio dashboard template

By Coupler.io

Email & CRM Free

Best for: For sales managers and team leads who track team performance and pipeline health across CRM tools.

Get it free Preview the template

Overview

This Data Studio dashboard template gives sales managers visibility into team performance and pipeline health using CRM data from HubSpot, Salesforce, and Pipedrive. It reports on team performance, pipeline funnel, win/loss analysis, and sales trends, tracking metrics such as won revenue, win rate, days to close, weighted pipeline, and average deal size. Coupler.io connects the CRM sources and refreshes the data automatically.

Who it's for

For sales managers and team leads who track team performance and pipeline health across CRM tools.

Questions it answers

  • Who are the top and bottom performers on the team?
  • Where do deals accumulate in the funnel?
  • Which open deals are stalling?
  • Why are deals being lost?

What's inside

4 report pages:

1Team performance analysis
2Pipeline funnel report
3Win/loss analysis
4Sales trends report

Key features

  • Multi-CRM support across HubSpot, Salesforce and Pipedrive
  • Team win-rate and win/loss comparison
  • Pipeline funnel and deal-age tracking
  • Weighted revenue forecasting
  • White-label ready
  • Automated refresh via Coupler.io

Set it up in minutes

  1. Make a copy of the template.
  2. Connect your sources through Coupler.io — 400+ integrations, no code.
  3. 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.
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