What CRMs does it connect to?

Direct integrations with Salesforce, HubSpot, Pipedrive, and Close. Other CRMs can connect via API or CSV import.

How does forecasting work?

The platform supports multiple forecast methods: weighted pipeline, stage-based, rep judgment, and AI-powered. Compare methods and track forecast accuracy over time.

Can I create custom metrics?

Yes, you can create calculated metrics combining data from multiple sources. Define formulas, set up aggregations, and visualize custom KPIs.

Does it support multiple sales teams?

Yes, set up team hierarchies with roll-up reporting. Each team can have their own dashboards while leadership sees the full picture.

Can I schedule reports?

Yes, schedule dashboards to be emailed daily, weekly, or monthly. Configure recipients and format (PDF or live link).

How often is data refreshed?

Real-time sync is available for most CRMs, or you can configure scheduled syncs (hourly, daily). You control the refresh frequency.

Analytics & ReportingTechnologyPopular

Sales Analytics Dashboard

Sales performance analytics with pipeline visualization, forecasting, and team leaderboards.

Full source code

One-click export

Fully customizable

Production ready

Template Preview

Sales Analytics Dashboard transforms your sales data into actionable insights. It connects to your CRM and other data sources to provide comprehensive visibility into pipeline health, forecast accuracy, rep performance, and revenue trends.

Visualize your pipeline with interactive funnel analysis. Forecast revenue with multiple methodologies and track accuracy over time. Compare rep performance and identify coaching opportunities. Analyze win/loss patterns to improve your sales process.

From sales managers to revenue operations teams, this template provides the intelligence you need to hit your number.

Why Choose Sales Analytics Dashboard?

Discover how this template can transform your technology operations

See Your Pipeline Clearly

Interactive pipeline visualization with drill-down. Understand where deals are, how they're progressing, and what needs attention.

Forecast Accurately

Multiple forecasting methods with historical accuracy tracking. Know your commit, upside, and risk to the forecast.

Drive Rep Performance

Leaderboards, quota attainment, and activity metrics help reps self-improve and managers coach effectively.

Learn from Wins and Losses

Win/loss analysis shows why deals succeed or fail. Apply lessons to improve process and messaging.

Track the Right Metrics

KPIs that matter: ASP, sales cycle, conversion rates, quota attainment. All tracked over time with trend analysis.

One Source of Truth

Data from CRM, marketing, and other sources combined. Everyone works from the same numbers.

Who Should Use This Template?

This template is designed for healthcare professionals and organizations of all sizes

Sales Leaders

VPs and directors of sales who need visibility into team performance and pipeline health.

Revenue Operations

RevOps teams building the data infrastructure for sales intelligence.

Sales Managers

Front-line managers tracking rep performance and deal progress.

Executive Teams

CEOs and leadership teams tracking revenue metrics and forecasts.

How to Get Started

Go from template to production in four simple steps

Connect Data Sources

Integrate with your CRM (Salesforce, HubSpot, etc.) and other sales tools. Configure data sync schedules.

Configure Metrics

Define your pipeline stages, quotas, and KPI targets. Set up teams and hierarchies.

Build Dashboards

Use pre-built dashboards or customize with drag-and-drop. Create views for different roles.

Analyze and Act

Monitor metrics, identify trends, and make data-driven decisions to improve sales performance.

Features Included

Pipeline Analytics

Revenue Forecasting

Rep Leaderboards

Win/Loss Analysis

Quota Tracking

Common Use Cases

Monitoring pipeline health and trends

Forecasting revenue by rep, team, and company

Tracking quota attainment

Analyzing win rates and sales cycles

Identifying coaching opportunities

Preparing board and investor reports

Running sales reviews and QBRs

Comparing performance across segments

Built With Modern Tech

React 18 with Next.js 14TypeScriptPostgreSQL + data warehouseTailwind CSS + shadcn/uiNode.js backendREST APIData visualization librariesScheduled jobs

Integrations

Salesforce / HubSpot / PipedriveGong / ChorusOutreach / SalesloftLinkedIn Sales NavigatorGoogle SheetsSlackEmail (scheduled reports)Zapier

Frequently Asked Questions

Everything you need to know about the Sales Analytics Dashboard template

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Ready to Build Your Technology Solution?

Start building with Sales Analytics Dashboard today. Full source code included, deploy in days not months.

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