Open Pipeline
$3.6M
▲ Total value of open deals, split by stage, owner and close month.
CRM Dashboard
CRM Dashboard Examples: Pipeline, Activity and Forecast
See your pipeline, forecast, rep performance and lead response in one live view, straight from your CRM.
Built in Zoho CRM and Zoho Analytics, or Power BI when CRM data meets finance and marketing data.
Trusted by teams across 15+ countries
100+
Clients Served
300+
Dashboards Delivered
50,000+
Hours Saved
5.0★
Rating · 15 Reviews
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Audience
Who This Dashboard Is For
Ideal For
- Sales leaders who run a weekly pipeline and forecast review
- Sales managers coaching reps on activity and conversion
- Founders who want one honest view of revenue ahead
Not Ideal For
- Teams that do not yet log deals and activities in a CRM
- Teams looking only for a one-off export
CRM dashboard examples
Two CRM Dashboard Examples
A pipeline and forecast view for sales leaders, and an activity and customer view for sales managers.
View 1 of 2
CRM Sales Pipeline Dashboard
Open pipeline, weighted forecast, win rate, sales cycle and quota attainment by rep.
CRM KPIs sales leaders track
KPIs a CRM Dashboard Should Track
Pick the ones your sales meetings run on; each needs one definition in the CRM so every rep is measured the same way.
Weighted Forecast
$1.2M
▲ Pipeline multiplied by stage probability: the number to plan the quarter on.
Win Rate
24%
▲ Deals won as a share of deals closed, by rep, source and deal size.
Sales Cycle
38 days
▲ Average days from deal created to closed won; shorter is better.
Lead Response Time
2.4 hrs
▲ How fast new leads get a first touch, the strongest early signal of conversion.
Quota Attainment
82%
▲ Won revenue against quota, per rep and for the team.
Problems we solve
What a CRM Dashboard Fixes
The CRM reporting problems sales teams bring to us most often.
Forecasts nobody trusts
Stage probabilities and close dates are applied the same way for every rep, so the forecast holds up.
Weekly spreadsheet exports
Managers stop exporting CRM reports to Excel; the dashboard refreshes on its own.
Stalled deals hiding in the pipeline
Deals with no activity or a slipped close date are flagged before the quarter is lost.
Slow lead follow-up
Response time and untouched leads are visible per rep, every day.
Activity without outcomes
Calls and meetings sit next to pipeline created, so effort links to results.
CRM data in isolation
Deals join invoices, ad spend and support data when you need the full picture.
Customization & Scalability
Built Around Your Sales Process
Each CRM dashboard follows your stages, territories, quotas and meeting rhythm.
What Can Be Customized
Pipeline stages and probabilities
Territories, teams and quota rules
Data sources beyond the CRM (finance, marketing, support)
Role-based views for leaders, managers and reps
FAQ
CRM Dashboard FAQs
Common questions about CRM dashboards.
A CRM dashboard is a live view of your CRM data: pipeline, forecast, sales activity and customer health, shown against targets so sales leaders can act without exporting reports.
From Lets Viz
Want a CRM dashboard your sales team will use?
We set up the dashboard on your CRM data, agree the KPI definitions with your sales leaders, and automate the refresh.
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