Sales Pipeline Data Studio dashboard template — Data Studio template preview
Data Studio template

Sales Pipeline Data Studio dashboard template

By Coupler.io

Email & CRM Free

Best for: For sales leaders who want to spot pipeline bottlenecks and forecast revenue from CRM data.

Get it free Preview the template

Overview

This Data Studio dashboard template visualizes the entire sales process from initial lead contact through deal closure using data from Salesforce, HubSpot, and Pipedrive. It reveals pipeline health, stage-specific conversion rates, and revenue forecasting, and highlights bottlenecks where deals drop off. Coupler.io keeps the report updated automatically so managers can track deal progression in real time.

Who it's for

For sales leaders who want to spot pipeline bottlenecks and forecast revenue from CRM data.

Questions it answers

  • Where do deals drop off in the pipeline?
  • What are the conversion rates at each stage?
  • How much revenue is forecast to close?
  • Which reps move deals fastest?

What's inside

4 report pages:

1Deal progression report
2Pipeline health report
3Team performance report
4Revenue forecasting report

Key features

  • Deal stage funnel visualization
  • Stage conversion rate tracking
  • Won/lost ratio and forecasting
  • Stalled deal identification
  • Team performance comparison
  • Automated CRM data sync

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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