CRM Dashboard
Tracks a CRM Sales Pipeline including New Business, Expansion Business, Open Deals, Overall Revenue, and Unpaid Invoice Amounts.
By
AnyDB
The CRM Dashboard template in AnyDB offers a high-level, real-time view of a company’s sales performance, pipeline health, and financial metrics. It acts as the central hub in the interconnected CRM suite—pulling together data from related templates like CRM Company, Deal, Invoice, and Contact to summarize key KPIs. This dashboard is ideal for sales leadership, revenue operations, and executive reporting.
Suitable for
Description
This template displays key CRM metrics using color-coded badges and auto-calculated fields. It includes visual summaries of New Business, Expansion Business, Open Deals, Pipeline Value, Weighted Pipeline Value, Overall Revenue, Unpaid Invoices, and Unpaid Invoice Amounts. Each of these is computed dynamically based on data linked from CRM companies and deals.
The layout is organized in a grid format with visually distinct sections to help teams interpret performance quickly. Attachments and references to CRM Companies are embedded to allow deeper exploration of company-level data directly from the dashboard. The title and metrics are locked for consistency and formatted with bold text, badges, and muted backgrounds for ease of reading.
Key Data Stored
- New Business Value – Revenue from new customers or new accounts
- Expansion Business Value – Revenue from upsell or cross-sell deals with existing customers
- Open Deals Count – Number of deals currently in the pipeline
- Pipeline Value – Total value of open deals
- Weighted Pipeline Value – Pipeline adjusted by probability for forecasting
- Overall Revenue (LTV) – Total closed revenue across all companies
- Unpaid Invoice Count – Number of invoices marked unpaid
- Unpaid Invoice Value – Total outstanding balance from unpaid invoices
- CRM Company References – Linked to detailed company views
- Badge Summaries – Large, formatted currency or count fields with color coding
Business Use Cases
- Sales Performance Monitoring – Review deal volume, value, and progression through stages
- Revenue Forecasting – Estimate future revenue using weighted pipeline metrics
- Collections Oversight – Track unpaid invoices and total value at risk
- Executive Reporting – Use as a live dashboard in QBRs or leadership meetings
- CRM System Navigation – Central access point to companies, deals, contacts, and invoices
Why This Template is Powerful
- Fully Integrated with CRM Suite – Pulls data from related CRM templates for a unified view
- Live Metrics and Summaries – Automatically updates KPIs from underlying deal and invoice activity
- Color-Coded Visual Cues – Makes it easy to distinguish performance categories
- Interactive and Expandable – Allows deep drill-downs into companies or deals directly from the dashboard
- Customizable and Scalable – Adapts to organizations of any size for both internal use and stakeholder presentations
This CRM Dashboard template turns complex sales data into a clean, visual summary that drives faster decisions, better forecasting, and deeper CRM engagement across the business.