Free template

Pipedrive dashboard template

A free, ready-made Pipedrive sales dashboard: won deal value, open pipeline, win rate and average won deal, by month, stage and owner. Export your deals from Pipedrive, paste the template into Mammoth, and get the same dashboard on your own pipeline.

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Pipedrive dashboard built in Mammoth, showing Won deal value, Open pipeline, Win rate, Average won deal, Deals won, Deals created — The dashboard Mammoth built from that sentence, on sample data.Open the live dashboard →

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What is a Pipedrive dashboard template?

A Pipedrive dashboard template is a ready-made sales dashboard for your Pipedrive deals, with the numbers and charts already chosen. This one reads a deals export: upload it and it fills in with won deal value, open pipeline, win rate and deal size, by month, stage and owner.

What's on it

What's in the Pipedrive dashboard template

Six numbers at the top and three charts below them.

Six numbers at the top

Pipedrive dashboard: Won deal value, Open pipeline, Win rate, Average won deal, Deals won, Deals created

Won deal value: The value of deals marked won.
Open pipeline: The value of every deal not yet won or lost.
Win rate: Deals won ÷ deals won or lost.
Average won deal: The average value of a won deal.
Deals won: How many deals were won.
Deals created: How many deals were added in the period.

Won deal value by month

The value won each month.

Open pipeline by stage

The value of open deals at each stage, largest first.

Won deal value by owner

The value each owner won, highest first.

How it works

How to use this Pipedrive dashboard template

Step 1
Export from Pipedrive
Export your data from Pipedrive as a CSV or Excel file and upload it to Mammoth.
Step 2
Paste the template
Copy the sentence at the top of this page into Mammoth. It builds the same dashboard from your data.
Step 3
Share or schedule it
Share a link, or have it emailed every week. Viewers are free.

Compare

Pipedrive Dashboard templates compared

This template in Mammoth, Pipedrive Insights, and a report built by hand in a spreadsheet from an export.

Mammoth template

For a Pipedrive dashboard next to your other data, sent to clients or your team.

✓Ready-made template
~FreeFree plan for uploaded files
✓Ad spend or finance data in the same dashboard
~Updates itselfUpload a new export

Pipedrive Insights

For sales reporting inside Pipedrive.

~Ready-made templateBuilt-in reports
~FreeIncluded; more on higher plans
✕Ad spend or finance data in the same dashboard
✓Updates itself

Spreadsheet from an export

For a one-off look at the numbers.

✕Ready-made template
✓Free
~Ad spend or finance data in the same dashboardPasted in by hand
✕Updates itself

Pipedrive dashboard template questions

What should a Pipedrive sales dashboard include?

Won deal value, open pipeline, win rate and average deal size at the top, then the value won by month, open pipeline by stage and the value won by owner. Add deals by source or days to close when you need to find out why a number moved.

How do I export deals from Pipedrive?

Open the Deals list view, filter to the deals you want, and use the options menu to export the filter results as a CSV or Excel file. Include the stage, value, owner, source, created date and won or lost time.

How do I use this Pipedrive dashboard template?

Export your data from Pipedrive as a CSV or Excel file and upload it to Mammoth. Then paste the template sentence from the top of this page. Mammoth builds the same numbers and charts from your data.

Is the template free?

Yes. The template is free to copy, and building it from an uploaded Pipedrive deals export works on Mammoth's free plan.

Can I change the template?

Yes. Ask for the change in plain words, such as "add clicks by device" or "show last month only", and Mammoth updates the dashboard.

Can Mammoth connect to Pipedrive directly?

Not with a ready-made connector, so this template reads an export. Upload a new Pipedrive deals export when you want the numbers brought up to date.

Can I combine Pipedrive with other sources?

Yes. Upload the Pipedrive deals export and connect GA4, an ad account or a CRM alongside it, join them in Mammoth, and build one dashboard across all of them.

Can I share it with clients?

Yes. Share a link or have it emailed on a schedule, and viewers are free on every plan. On the Mammoth Pro plan you can put your own logo and domain on it.

Is the data on this page real?

No. It is sample data for an invented brand, in the same columns a Pipedrive deals export uses. The dashboard itself is real: it was built in Mammoth, and you can open it live.