Table of contents
- What is a Sales Funnel Dashboard?
- Why is the Sales Funnel Dashboard Important?
- What Should Be Included in a Sales Funnel Dashboard?
- How to Build a Sales Funnel Dashboard?
- Free Sales Funnel Dashboard Templates
Template 1: Sales CRM Funnel Dashboard - Template 2: Sales Funnel Dashboard
- Template 3: Sales Funnel Tracker Dashboard
- Free Sales Funnel Dashboard Templates
“You can’t manage what you don’t measure”
This quote is especially true when it comes to sales.
Did you know? Many businesses lose potential customers simply because they lack clear insights into their sales journey.
That’s why a sales funnel dashboard is essential.
It shows you how leads move through each stage, helping you identify bottlenecks and improve your sales strategy.
In this blog, we’ll explain what a sales funnel dashboard is and guide you through creating one step by step. Plus, you’ll get free customizable sales funnel dashboard examples to make the process easy and effective.
Let’s get started!
What is a Sales Funnel Dashboard?
A sales funnel dashboard is a visual tool that helps you track and analyze your leads as they move through different stages of the sales process. It gives you a clear picture of –
- How many prospects are in each stage?
- Where they drop off?
- And how close they are to becoming customers?
This dashboard typically displays metrics like lead conversion rates, sales progress, and deal values in one easy-to-read view. By using a sales funnel dashboard, you can identify bottlenecks, measure your team’s performance, and make data-driven decisions to improve sales.
Fun Fact: Top-performing funnels can achieve conversion rates of 5.31% or higher.
Related: Sales Funnel vs Sales Pipeline: A Complete Guide
Why is the Sales Funnel Dashboard Important?
Tracking sales performance without clear data is like driving blindfolded—you won’t know where you are headed or what to fix.
Here is why a sales funnel dashboard is essential:
- Clear View of the Sales Pipeline
It gives you a bird’s-eye view of your entire sales process. You can see how many leads are in each stage and how close they are to converting. Did you know that companies with clear sales processes are 33% more likely to hit their revenue goals?
- Identifies Drop-Off Points
A sales funnel dashboard highlights where leads are dropping off. This helps you focus on fixing the weak spots. For example, if 40% of leads leave before reaching the proposal stage, you know where to refine your strategy.
- Improves Team Productivity
It keeps your sales team focused on high-priority tasks. By tracking real-time data, reps can work on the most promising leads instead of wasting time on cold prospects. Research shows that sales reps spend 70% of their time on non-selling activities.
- Boosts Conversion Rates
With clear data, you can make better decisions to improve conversion rates. If the dashboard shows that follow-up emails lead to a 20% higher closing rate, you can double down on follow-ups.
- Simplifies Reporting
The dashboard compiles all key metrics in one place. This makes it easy for managers to review progress and share updates with stakeholders.
A sales funnel dashboard isn’t just a tool—it’s your guide to smarter, more effective selling.
Related: Top Sales Pipeline Templates for Better Results
What Should Be Included in a Sales Funnel Dashboard?
A sales funnel dashboard is only useful when it includes the right data to guide your decisions. Here’s what it should have:
- Pipeline Overview: This gives a snapshot of your entire sales funnel. It shows the number of leads at each stage and helps you track overall progress.
Related: The Ultimate Guide to Pipeline Reporting: Best Practices and Key Metrics
- Lead Volume: The number of leads at each stage of the funnel. This helps you track progress and see if you’re bringing in enough leads. Did you know? 91% of marketers say that generating leads is their top priority.
- Conversion Rates: The percentage of leads that move from one stage to the next. This tells you how effectively you’re turning prospects into customers. It is one of the most important SaaS sales funnel metrics.
- Lead Source: Where your leads are coming from—whether it’s through referrals, paid ads, social media, or other channels. Knowing this helps you focus on the most successful lead-generation methods.
- Average Deal Size: The average value of closed deals. This helps you project future revenue and plan your sales strategy accordingly.
- Sales Cycle Length: How long it takes, on average, to close a deal. A long sales cycle might indicate inefficiencies. The average sales cycle for SaaS companies is about 84 days, but it can range from a few weeks to over a year.
- Win Rate: The percentage of deals that are closed successfully. This shows how effective your sales process is at closing leads. This is one of the most important SaaS sales funnel metrics to track.
- Deals Leaderboard: A ranking of sales reps based on their performance. It helps you identify top performers and areas where improvement is needed.
- New Contacts: The number of new contacts added to the sales funnel. This helps you track how well you’re growing your lead database.
Fun Fact: 68% of businesses don’t explore their sales funnel!
Related: How To Improve Sales Performance With 11 Key Metrics
How to Build a Sales Funnel Dashboard?
Did you know? Nearly 48% of marketers say making their sales funnel more efficient is their main focus.
Building a sales funnel dashboard doesn’t need to be complicated. Here’s a simple guide to help you get started:
- Define Key Metrics
Start by deciding which metrics you want to track. Focus on metrics like lead volume, conversion rates, and average deal size. If you are running a SaaS business – make sure you add the important SaaS sales funnel metrics in the dashboard.
Related: 12 SaaS Sales Metrics You Should Care About
- Choose a Dashboard Tool or Template
Pick a tool or template that suits your needs. There are many options, such as Salesforce, HubSpot, or Google Data Studio. These tools can automate data collection, saving you time.
You can also use the free sales funnel dashboard examples and templates we have shared in this blog. And hey, you can also use Goodmeetings if you want custom reports and dashboards to keep a track your sales process.
- Set Up Data Integration
Connect your sales tools with your dashboard. This allows your data to flow into the dashboard automatically, providing real-time updates. For example, if you’re using a CRM, integrate it with your dashboard to pull in lead data.
Pro Tip: You can easily integrate your dashboard and CRM with Goodmeetings to get better insights. This way, you can track your sales team’s performance, get detailed sales pitch reports, client reports as well as meeting reports.
Related: 12 Best Sales CRM Software
- Track Your Funnel Stages
Break your funnel into stages—awareness, consideration, decision, and purchase. For each stage, include metrics like lead volume, conversion rates, and win rates. Knowing these numbers will help you identify areas for improvement.
- Add Visual Elements
Use charts, graphs, and visual aids to make the data easier to understand. This makes it simple to see trends at a glance. A visual dashboard is easy to follow and it also improves decision-making.
- Monitor New and Closed Deals
Keep track of the total value of new deals and closed deals. This helps you understand your revenue pipeline and forecast future sales. Make sure this data is updated in real-time to stay on top of your progress.
Related: Top 12 Best Sales Forecasting Software
- Set Up Alerts for Key Metrics
Set alerts for important metrics, like when conversion rates drop or when a deal moves to the next stage. Alerts can help you act quickly and fix issues before they impact sales.
- Test and Adjust
Test your dashboard regularly and adjust it as needed. Your sales process may change, so your dashboard should evolve too. Keep refining the dashboard based on feedback from your sales team and performance data.
Note: Make sure you offer SaaS funnel training to your team so that they can keep a track of important metrics.
Related: How to Write a Winning Sales Proposal (With Sales Proposal Templates and Examples)
Important Sales Funnel Dashboard Examples
Here are a few sales funnel dashboard examples for you.
Template 1: Salesforce Lead Funnel Dashboard
The Salesforce Leads Funnel Dashboard template offers an easy overview of new leads, closed leads, converted leads, and lead sources – helping track conversions and sales progress.
Related: New Year, New Sales Targets: How Goodmeetings Can Help You Succeed in 2025
Template 2: HubSpot Full Funnel Analysis Dashboard
The HubSpot Full Funnel Analysis Dashboard provides insights into lead quality, qualification, and conversion, helping teams identify bottlenecks and optimize sales processes.
Related: A Guide to Sales Volume
Template 3: Pipedrive CRM Account Overview Dashboard
The Pipedrive CRM Account Overview Dashboard offers a clear view of sales activities, deal progress, and team performance. It helps track won and lost deals, pipeline stages, and sales rep productivity.
Related: 12 Sales Dashboard – Examples and Templates
Free Sales Funnel Dashboard Templates
Here are a few free sales funnel dashboard templates you can use.
Template 1: Sales CRM Funnel Dashboard
Download this template for free to keep a track of your sales funnel, pipeline as well as key performance indicators.
Template 2: Sales Funnel Dashboard
Here is a basic sales funnel dashboard to help you keep a track of important sales activities.
Template 3: Sales Funnel Tracker Dashboard
Download this free sales funnel tracker dashboard template to track all your sales pipeline activities
Related: A Complete Guide to Sales Call Reporting: Tips, Templates & Tools
How Goodmeetings Can Optimize Your Sales Funnel
Source: Goodmeetings
Picture this – your sales team is juggling multiple client meetings, trying to keep track of crucial information across different stages of the sales process. You are trying to stay organized, but the sheer volume of data makes it hard to track progress, identify trends, and follow up effectively.
This is where Goodmeetings can help.
Goodmeetings is a platform designed to help sales teams stay on top of every detail, making sure nothing falls through the cracks. It provides a range of features to simplify your sales process and improve productivity.
With Goodmeetings, you can –
- Close revenue gaps with insightful analytics
- Improve accountability with transparent reporting
- Streamline sales process with automation
- Improve coaching and team management
- Reduce deal cycles by optimizing sales strategies
Related: AI in Sales 101: Unveiling Tools and Best Practices to Transform Your Sales Strategy
Here’s How Goodmeetings Can Help
Source: Goodmeetings
- Comprehensive Meeting Reports: These reports automatically summarize meetings and highlight action items. This helps sales reps stay organized and follow up effectively.
- Pitch Report Analytics Dashboard: This dashboard tracks sales pitch effectiveness. It measures engagement and conversion rates, allowing sales teams to adjust their strategies in real time.
- Client Reports and Sales Probability Scores: These reports show client interaction histories and predict the likelihood of closing deals. Sales teams can focus on high-priority leads.
- Agent Performance Metrics: Track individual and team performance. This helps identify areas where improvement is needed.
- Customizable Reports: Tailor reports to show the most relevant data. This saves time and keeps the focus on what matters.
- Data-Driven Refinement: Use insights from engagement and feedback to refine sales strategies. This helps reduce deal cycles and increase win rates.
- Integrations: You can integrate Goodmeetings with a wide range of sales tools like CRM to improve your sales funnel.
Related: Getting Started with the Goodmeetings Notetaker
With Goodmeetings, sales teams gain access to valuable reports and analytics. This makes it easier to – track performance, refine strategies, and ultimately close more deals.
Good news! You can now book a free demo to explore how Goodmeetings works and enjoy a 14-day free trial. Give it a try and see the benefits firsthand!
Gain Better Control over Your Sales Funnel with Goodmeetings!
FAQs
What is a sales funnel analytics report?
A sales funnel analytics report tracks the progress of leads through each stage. It helps identify areas for improvement and optimize conversion rates.
What are SaaS sales funnel metrics?
SaaS sales funnel metrics measure the effectiveness of your sales process. They track key stages, from lead generation to closing deals.
What are some important SaaS sales funnel metrics to track?
Key metrics include conversion rates, lead volume, churn rates, customer acquisition costs, and sales cycle length. These help assess sales performance.
How to track SaaS sales funnel metrics?
Track metrics using CRM tools, analytics platforms, or SaaS dashboards. Regularly monitor data to identify trends and adjust strategies accordingly.
What is SaaS funnel training?
SaaS funnel training teaches teams how to manage and optimize sales funnels. It covers lead generation, nurturing, and conversion strategies.
Why SaaS funnel training is important?
SaaS funnel training improves team efficiency and understanding. It helps align efforts to streamline processes and close more deals while reducing mistakes.
What is a SaaS pipeline dashboard?
A SaaS pipeline dashboard visualizes sales data. It tracks lead status, conversion rates, and other critical metrics, providing an overview of the sales process.
How to create a SaaS pipeline dashboard?
Create a SaaS pipeline dashboard by using data from your CRM. Integrate sales metrics and customize visualizations for easier decision-making.
Why do you need a SaaS pipeline dashboard?
A SaaS pipeline dashboard offers quick insights into sales performance. It helps track progress, identify bottlenecks, and make data-driven decisions faster.
Conclusion
A Sales funnel dashboard is a powerful tool that helps track and visualize your sales process. It provides valuable insights to improve performance, streamline workflows, and boost conversions. We hope this guide has helped you understand how to build a Sales funnel dashboard. You can now use the free templates to get started quickly and easily. To optimize your sales strategies and get the most out of your team – consider using Goodmeetings to track and analyze your sales funnel with ease.
