Data Studio template
Sales Activity Data Studio dashboard template
By Coupler.io
Email & CRM Free
Best for: For sales managers who want to connect daily sales activity to pipeline results and coaching decisions.
Overview
This Data Studio dashboard template pulls data directly from Salesforce, HubSpot, and Pipedrive to create a unified view of pipeline health, team productivity, and deal momentum. It supports up to five customizable pipeline stages and correlates sales activities such as calls, emails, and meetings with deal outcomes. Coupler.io synchronizes the data automatically to keep the report accurate.
Who it's for
For sales managers who want to connect daily sales activity to pipeline results and coaching decisions.
Questions it answers
- Which sales activities drive the most closed deals?
- Where do deals stagnate in the funnel?
- How do reps benchmark against each other?
- What traits do winning deals share?
What's inside
4 report pages:
1Funnel progression report
2Performance benchmarking report
3Deal intelligence report
4Activity correlation report
Key features
- Customizable up-to-5-stage funnel
- Conversion tracking by stage
- Rep and territory benchmarking
- Activity-to-outcome correlation
- Winning-deal pattern analysis
- 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.