Sales Dashboard Template
Measure what matters to coach your sales team toward better results.
Why use this template?
Whenever I step into a new role running a sales organization, I always start by analyzing the data.
Now in all cases, I've had the luxury of a sales operations teams to support me with my reporting needs.
But, I've still always needed to give them my guidance on my reporting requirements.
This is the sales dashboard that I give them first. Every time.
It gives me an immediate view into closed-won performance across the team and at the rep level, total pipeline at the team and rep level and where we are winning and losing.
Ideally, this sales dashboard is built into your customer relationship management (CRM) software. That way, as new pipeline is created and deals are closed won or lost, your dashboard is dynamically updated.
What's inside the template
When you add this template to your cart and checkout, you will instantly receive a link to access the Google Sheet template.
This worksheet includes the following tabs:
- Instructions: instructions on how to use this template most effectively.
- Sales Dashboard Template: a high-level view into your sales team's performance, outstanding pipeline and closed won/lost deals.
- Sales Dashboard Tables: tables that are linked directly to the dashboard, so you can quickly input your team's numbers.
- Opportunity Raw Data Example: an example of opportunity data you may export from your CRM to use as inputs for the dashboard.
- Bonus: Go-to-Market Checklist: a simple checklist to ensure you do the right things in the right order when bringing products to market.
How to use this template
Here's how you can take advantage of this sales dashboard to manage your sales team to better results:
- Review all tabs to familiarize yourself with this Google sheet.
- Input your raw data into the Dashboard tables to populate the Sales Dashboard.
- Reference the Opportunity Raw Data to see how your CRM data might want to be configured to be able to report on these key metrics.
- Share the dashboard with your Sales Operations team (or whoever helps with your reporting).
- Either build these dashboards directly into your CRM or export your data into a format that you can use to calculate these fields to populate the sales dashboard.
Immediately download this template and customize it for your sales organization.
Click “Add to Cart” on the right. Then checkout to copy the Google Sheet of the Sales Dashboard Template.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
