Sales Analytics Dashboard in Google Sheets

Tracking sales performance should be simple. This Sales Analytics Template helps you monitor key sales metrics, analyze trends, and improve decision-making. All of this possible in Google Sheets.

Sync live HubSpot data and get a clear view of your pipeline, revenue, and team performance without manual updates.

What’s Inside the Template?

1. Track Deal Pipeline: Easily compare your deals by timeline, opportunity type, rep and team performance.

2. Pipeline Health Insights: See key metrics like deal velocity, win rates, and pipeline activity.

3. Monitor Deal Stages: Track deal stages and progress.

Key Sales Metrics to Monitor

Focus on these key sales metrics to get insights:

1. Sales Results (Annual, Quarterly, Monthly): Track your overall performance and progress toward goals.

2. Win Rate: Measure how often opportunities are turned into closed deals.

3. Pipeline Creation: Track how many new prospects enter your pipeline.

4. Sales Cycle Time: Measure how long it takes to close a deal.

5. Lead Conversion Rate: Measure the percentage of leads that convert into customers.

6. Revenue Growth Rate: See how quickly your sales revenue is growing.

   
   

Why This Template Works?

• Real-Time Updates: Your dashboard updates automatically with live data from HubSpot.

• Easy to Use: No need for complicated setups. The template is ready to go.

• Customizable: Adjust the dashboard to focus on the metrics that matter most to you.