Free template

Salesforce dashboard template

A free, ready-made Salesforce sales dashboard: closed won amount, open pipeline, win rate and average deal size, by month, stage and lead source. Copy the template into Mammoth, connect Salesforce, and get the same dashboard on your own opportunities.

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Salesforce dashboard built in Mammoth, showing Closed won amount, Open pipeline, Win rate, Average deal size, Opportunities won, Opportunities created — The dashboard Mammoth built from that sentence, on sample data.Open the live dashboard →

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What is a Salesforce dashboard template?

A Salesforce dashboard template is a ready-made dashboard for your Salesforce data with the numbers and charts already chosen. This one covers opportunities: connect Salesforce and it fills in with closed won amount, open pipeline, win rate and deal size, by month, stage and lead source. It updates from Salesforce, so the pipeline review starts from current numbers.

What's on it

What's in the Salesforce dashboard template

Six numbers at the top and three charts below them.

Six numbers at the top

Salesforce dashboard: Closed won amount, Open pipeline, Win rate, Average deal size, Opportunities won, Opportunities created

Closed won amount: The value of the opportunities marked Closed Won.
Open pipeline: The value of every opportunity not yet won or lost.
Win rate: Opportunities won ÷ opportunities closed, won or lost.
Average deal size: The average amount of a won opportunity.
Opportunities won: How many opportunities closed won.
Opportunities created: How many opportunities were created in the period.

Closed won amount by month

The amount won each month, by close date.

Open pipeline by stage

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

Closed won amount by lead source

The amount won from each lead source, highest first.

How it works

How to use this Salesforce dashboard template

Step 1
Connect Salesforce
Connect your Salesforce account in Mammoth, or upload a report export.
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

Salesforce dashboard templates compared

This template in Mammoth, Salesforce's own dashboards, and a dashboard built by hand in a spreadsheet from an export.

Mammoth template

For sales reporting on Salesforce with your marketing or finance data, shared with anyone.

✓Ready-made template
~FreeFree plan for uploaded files
✓Updates itself
✓Ad spend or finance data in the same dashboard
✓Share a link anyone can open

Salesforce dashboards

For reporting inside Salesforce, for people with a Salesforce login.

~Ready-made templateSome, on AppExchange
~FreeIncluded with Salesforce
✓Updates itself
✕Ad spend or finance data in the same dashboard
✕Share a link anyone can open

Spreadsheet from an export

For a one-off look at the numbers.

✕Ready-made template
✓Free
✕Updates itself
~Ad spend or finance data in the same dashboardPasted in by hand
~Share a link anyone can openSend the file

Salesforce dashboard template questions

What should a Salesforce sales dashboard include?

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

How is win rate worked out on this dashboard?

Opportunities won divided by opportunities closed, won or lost. Open opportunities do not count against it.

How do I use this Salesforce dashboard template?

Connect Salesforce to Mammoth, or upload a Salesforce opportunities report export as a CSV or Excel file. 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?

The template is free to copy. Building it from an uploaded Salesforce opportunities report export works on Mammoth's free plan. Connecting your Salesforce account directly needs a paid 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 Salesforce directly?

Yes. Salesforce is one of Mammoth's 100+ tested connectors, so the dashboard reads your account rather than an export.

How often does the dashboard update?

Each refresh pulls the latest Salesforce data and every number and chart updates. Daily on Team and every 3 hours on Pro, with no copying and pasting.

Can I combine Salesforce with other sources?

Yes. Connect Salesforce alongside GA4, a CRM or a spreadsheet, join them in Mammoth, and build one dashboard across all of them, for example ad spend against the deals it produced.

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 Salesforce opportunities report export uses. The dashboard itself is real: it was built in Mammoth, and you can open it live.