Data Studio template
CRM Data Studio dashboard template
By Coupler.io
Email & CRM Free
Best for: For sales leaders and RevOps teams monitoring pipeline health and rep performance across their CRM.
Overview
This CRM template consolidates deal and pipeline data from Pipedrive, HubSpot, or Salesforce into a Data Studio report that tracks deal progression, win rates, revenue by stage, and sales cycle length. It surfaces pipeline bottlenecks, team performance, and at-risk deals in unified reports. Coupler.io refreshes the data on a schedule, giving sales leaders a single source of truth without manual entry.
Who it's for
For sales leaders and RevOps teams monitoring pipeline health and rep performance across their CRM.
Questions it answers
- How healthy is my sales pipeline?
- Which reps are performing best?
- Where do deals stall or get lost?
- Which open opportunities need attention?
What's inside
4 report pages:
1Pipeline health and deal progression report
2Sales team performance report
3Deal opportunity analysis report
4Win and loss attribution report
Key features
- Works with Pipedrive, HubSpot and Salesforce
- Pipeline health and velocity tracking
- Rep and team performance comparison
- Win/loss attribution analysis
- Scheduled refresh via Coupler.io
- Looker Studio and Power BI versions
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.