HubSpot Monthly Sales Dashboard Template
Posted: Mon Jan 20, 2025 8:28 am
via HubSpot HubSpot's Monthly Sales Dashboard Template offers a unified view of your monthly sales goals and performance. It helps you track new accounts, trials, and revenue generated per month. You can use its graphs and charts to analyze sales trends and patterns over time, allowing you to make better decisions.
Start with the Instructions tab to learn how to enter data, and use this Google Sheets template to map your sales activities. You can then enter monthly sales goals in the Settings tab and use the Sales Data and Account marketing directors email list Data tabs to enter data for leads, trials, and conversions.
Ideal for: Sales managers to get a complete view of monthly sales activities and goal progress.
Download this template
Learn more: ClickUp Vs. HubSpot
5. SalesTable CRM Template
SalesTable Spreadsheet CRM Template
SalesTable Home Page SalesTable CRM Template is a custom tool for businesses to effectively manage customer relationships and sales activities.
It provides a clear view of your leads, opportunities, and deals, allowing you to visualize your sales funnel and identify potential bottlenecks. With customizable fields, automated calculations, and a visual dashboard, this free spreadsheet CRM template helps you streamline your sales process, improve efficiency, and boost your sales performance.
Ideal for: Sales managers who need to visualize the sales funnel and identify blockers.
Download this template
6. Google Sheets CRM Template for Charts and Diagrams by Tipsographic
Google Sheets CRM Template for Charts and Graphs by Tipsographic
via Tipsographic The CRM Template by Tipsographic helps you visualize and analyze your sales data. You can easily identify sales trends, patterns, and opportunities within your CRM data with its charts and diagrams. This template is helpful for understanding sales performance, tracking key metrics, and making data-driven decisions.
Ideal for: Sales managers who want to analyze sales data to make informed decisions.
Download this template
Limitations of Using Google Sheets/Docs for CRM
While Google Sheets offers a versatile platform for managing customer relationships, it has several limitations that can affect its effectiveness as a CRM tool, including:
Lack of advanced features: Google Sheets templates lack the advanced features of dedicated spreadsheets CRM software like automated workflows, smart lead scoring, and predictive analytics
Manual data entry: Repetitive data entry in Google Sheets can be time-consuming and prone to human error, leading to inaccurate sales decisions
limited scalability:As your business grows, managing a large sales team in a spreadsheet can become cumbersome and inefficient.
Start with the Instructions tab to learn how to enter data, and use this Google Sheets template to map your sales activities. You can then enter monthly sales goals in the Settings tab and use the Sales Data and Account marketing directors email list Data tabs to enter data for leads, trials, and conversions.
Ideal for: Sales managers to get a complete view of monthly sales activities and goal progress.
Download this template
Learn more: ClickUp Vs. HubSpot
5. SalesTable CRM Template
SalesTable Spreadsheet CRM Template
SalesTable Home Page SalesTable CRM Template is a custom tool for businesses to effectively manage customer relationships and sales activities.
It provides a clear view of your leads, opportunities, and deals, allowing you to visualize your sales funnel and identify potential bottlenecks. With customizable fields, automated calculations, and a visual dashboard, this free spreadsheet CRM template helps you streamline your sales process, improve efficiency, and boost your sales performance.
Ideal for: Sales managers who need to visualize the sales funnel and identify blockers.
Download this template
6. Google Sheets CRM Template for Charts and Diagrams by Tipsographic
Google Sheets CRM Template for Charts and Graphs by Tipsographic
via Tipsographic The CRM Template by Tipsographic helps you visualize and analyze your sales data. You can easily identify sales trends, patterns, and opportunities within your CRM data with its charts and diagrams. This template is helpful for understanding sales performance, tracking key metrics, and making data-driven decisions.
Ideal for: Sales managers who want to analyze sales data to make informed decisions.
Download this template
Limitations of Using Google Sheets/Docs for CRM
While Google Sheets offers a versatile platform for managing customer relationships, it has several limitations that can affect its effectiveness as a CRM tool, including:
Lack of advanced features: Google Sheets templates lack the advanced features of dedicated spreadsheets CRM software like automated workflows, smart lead scoring, and predictive analytics
Manual data entry: Repetitive data entry in Google Sheets can be time-consuming and prone to human error, leading to inaccurate sales decisions
limited scalability:As your business grows, managing a large sales team in a spreadsheet can become cumbersome and inefficient.