Salesforce Report Template Pack - 10 sales dashboards for spreadsheets (built by ops pros)

Hello Salesforce operators! We’ve teamed up with ops pros to build out-of-the-box Salesforce dashboards that are completely customizable and free to download. Grab the template you need and, in just a few clicks, connect your live Salesforce data. The dashboards live in your spreadsheet, are viewable based upon your spreadsheet share settings (no Salesforce user seat required), and can be refreshed with your live data at any point in time. Our pack contains: 1. Accounts Overview Dashboard: Monitor activity, rep performance, and future deals for each account. 2. Pipeline Creation Dashboard: Get a comprehensive view of pipeline creation across reps and teams. 3. Sales Team Leaderboard: Track the performance of your company, teams, and individuals. 4. Salesforce Sales Performance: Compare YOY sales by opportunity type, industry, region and account. 5. Win-Loss Analysis: Track win rates by team, individual, industry, region, and deal size. 6. Sales Opportunity Tracker: Track your opportunity pipeline and monitor sales targets. 7. Sales Operations Dashboards: Access core charts, metrics, & filters you need to grow sales. 8. Pipeline Analysis: Compare MOM results for pipeline creation, win rates, average deal age, and more. 9. Opportunity History Changes: Track opportunity edits and identify changes that affect your forecast. 10. Sales to Target Tracker: Set sales targets and easily track progress by month, quarter, and year. Salesforce limitations can no longer hold you back in building or sharing the reports you need. Report on sales pipeline, opportunity history, rep performance, and more right within your spreadsheets. We’re aware no two sales pipelines look the same, so we’ve made template customization easy. Others are even using the Salesforce Google Sheets connector to DIY their own reports for quota payouts, data cleanup, and forecasting. Enjoy! -Hannah P.S. Have a Salesforce report you desperately need built? Feel free to make a template request and we’ll build based upon overall user needs! https://forms.gle/rdKTNhHBQfiRP5Mk9 P.P.S. Don’t use Salesforce? No problem. We have a library of HubSpot templates as well. Make a copy of any template and customize for your own CRM!

Awesome! Great launch, guys!

Do you have any templates for other systems?

I’ve always appreciated a great template. You nailed it!

Look amazing! Great job! Congrats on the launch!

Heck yeah!

This is a game changer! Congratulations on the launch 😀