CRM dashboards

CRM dashboard examples

Five dashboards built on CRM data: one each for HubSpot, Salesforce and Pipedrive, then a pipeline board and a closed revenue board that work on any CRM's export. Open any of them to see it in full, then use it as a template for your own data.

Salesforce pipeline dashboard on sample data: closed won, open pipeline and win rate, by month, stage and lead source.

Pipedrive deals dashboard on sample data: won value, open pipeline and win rate, by month, stage and owner.

HubSpot deals dashboard on sample data: open pipeline, revenue won, win rate and deal size, by month, stage and owner.

Three of the five examples. All figures are sample data.

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The examples

Five CRM dashboard examples and templates

Click a board to see all of it. Click Use template to start your own copy in Mammoth. All figures are sample data.

Sample data
HubSpot CRM dashboard
How much is in the HubSpot pipeline, and who is closing it?
- KPIOpen pipeline
- KPIDeals won
- KPIRevenue won
- KPIWin rate
- Open pipeline
- Deals won
- Revenue won
- Win rate
Use template
Sample data
Salesforce CRM dashboard
Which lead sources turn into closed revenue in Salesforce?
- Closed won amount
- Open pipeline
- Win rate
- Average deal size
Use template
Sample data
Pipedrive CRM dashboard
Is the Pipedrive pipeline big enough to hit the number, and whose deals are moving?
- Won deal value
- Open pipeline
- Win rate
- Average won deal
Use template
Sample data
CRM pipeline dashboard
Where is the open pipeline, and which deals are taking too long?
- Deal amount
- Weighted amount
- Win probability (by value)
- Days to close
Use template
Sample data
CRM sales dashboard
Which reps, regions and products are closing the revenue?
- Deal amount
- Weighted amount
- Days to close
- Win probability (by value)
Use template

Definition

What a CRM dashboard is

A CRM dashboard is one screen that shows what is happening in a company's customer records: deals created, deals won, the pipeline still open and who owns it. Every CRM has reports of its own, but they stop at the CRM's edge and need a CRM seat to read.

Your CRM, as it is
HubSpot and Salesforce connect; Pipedrive reads an export.
Pipeline beside revenue
What is open next to what has closed.
Shared outside the CRM
Anyone can open it, with no CRM seat.

The metrics

The metrics a CRM dashboard is built from

Eight numbers. Most depend on a definition the CRM leaves to you, such as when a deal counts as lost or which date a won deal belongs to.

Open pipeline
How much could still close?
What the data needs
Deal amount and stage for every deal not yet won or lost. Stale deals left open inflate it, so set a rule for closing them out.
Revenue won
How much closed this period?
What the data needs
Won deals by close date. Using the created date instead moves revenue into the month the deal started.
Win rate
What share of deals do we win?
What the data needs
Won deals over a defined base: all deals created, or only won plus lost. State which, because the two differ widely in a growing pipeline.
Average deal size
What is a typical won deal worth?
What the data needs
Amounts on won deals only. One very large deal pulls the average up, so look at the spread by owner as well.
Deals created
Is enough new pipeline coming in?
What the data needs
Created date per deal. Compare it with deals won a cycle later, because today's creation is next quarter's revenue.
Sales cycle length
How long does a deal take to close?
What the data needs
Created and closed dates on won deals. Show it by source, because inbound and outbound deals rarely move at the same speed.
Pipeline by stage
Where are the open deals sitting?
What the data needs
Stage names that mean the same thing for every owner. If reps use stages differently, the chart describes habits, not deals.
Revenue by lead source
Which sources bring in the deals that close?
What the data needs
A lead source field filled in on every deal. Blank sources grow over time and quietly become the biggest bar.

How to build one

How to build your own CRM dashboard

From one of the examples above to a live dashboard on your own data.

1
Pick a template
Start from any of the five boards above.
2
Add your data
Upload a spreadsheet, or connect one of 100+ tested connectors.
3
Clean it once
Fix and combine your data once. Mammoth repeats those steps for you.
4
Set it to refresh
The dashboard updates on a schedule and flags data that fails a check.
5
Share the link
Public, password-protected or sign-in only, on every plan.

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FAQ

CRM dashboard questions

Last reviewed 14 November 2026 against the template catalogue.

What should a CRM dashboard include?

Open pipeline, revenue won, win rate and average deal size at the top, then pipeline by stage, revenue by owner and revenue by lead source. Add time to close when you need to know why a number moved.

What KPIs should a CRM dashboard track?

Open pipeline value, revenue won, win rate, average deal size, deals created, sales cycle length, pipeline by stage and revenue by lead source. The list below shows each one with the data it needs.

How do I build a CRM dashboard?

Start with the question the weekly sales meeting asks. Then follow five steps.

Connect HubSpot or Salesforce, or upload a deals export from any CRM.
Agree what counts as won and lost, and whether open deals count against win rate.
Check open pipeline and last month's revenue against the CRM's own report before anyone relies on the board.
Put stage and owner on the board first, because those are the two things a manager can act on.
Set a refresh schedule and share the link with people who do not have a CRM login.

Can Mammoth connect to HubSpot and Salesforce?

Yes, both connect, and the dashboard refreshes from them. Pipedrive works from its deals export: upload the next export and the board updates. Mammoth has 100+ tested connectors and can also connect to anything with a REST API. HubSpot dashboard template

What is the difference between a CRM dashboard and a sales dashboard?

Where the numbers start. A CRM dashboard is built from the CRM's own records, so it follows deals through stages. A sales dashboard can also take in targets, quotas and finance data, and is read by people who never open the CRM. Sales dashboard examples

Can people without a CRM licence see it?

Yes. Dashboard viewers are unlimited and free on every Mammoth plan, including the free one, so finance, marketing and the leadership team can open the board without a CRM seat. Only the people building the dashboards count as platform users.