Salesforce Data Studio dashboard template — Data Studio template preview
Data Studio template

Salesforce Data Studio dashboard template

By Coupler.io

Email & CRM Free

Best for: For sales managers and RevOps teams who want automated Salesforce reporting on team performance, pipeline health, and revenue.

Get it free Preview the template

Overview

This is a collection of white-label Salesforce dashboard templates that pull CRM data into Data Studio through Coupler.io. The reports cover sales rep performance, pipeline progression, deal segmentation, and revenue forecasting. Managers can track metrics such as total sales, win rate, average deal size, and pipeline value across the whole sales organization.

Who it's for

For sales managers and RevOps teams who want automated Salesforce reporting on team performance, pipeline health, and revenue.

Questions it answers

  • Who are the highest-achieving sales reps?
  • Where do deals stall in the pipeline?
  • Which segments and lead sources convert best?
  • What revenue can we forecast from the current pipeline?

What's inside

4 report pages:

1Sales analytics & KPI dashboard
2Sales team performance dashboard
3Win-loss analysis dashboard
4CRM dashboard

Key features

  • Performance tracking by rep
  • Pipeline stage and velocity analysis
  • Deal segmentation by industry, region, and source
  • Revenue forecasting
  • Win rate and average deal size
  • White-label, customizable layout

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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