Drag-and-Drop CRM Dashboard Builder
Recommended Templates
Made for RevOps Speed
Two-Way CRM Sync
Keep Salesforce, HubSpot, or Pipedrive fields in lockstep with the dashboard so edits stay authoritative.Block Library
Drop in funnel widgets, SLA trackers, leaderboards, and forecast tables, then reorder with magnets for instant layout changes.Scenario Tabs
Clone a dashboard in seconds to model best, likely, and stretch outlooks without touching production data.Voice-to-Widget
Say “show average deal age by stage” and the system generates the chart with filters you can fine-tune.Sharing Controls
Send live links to reps, embed in Notion, or lock a snapshot for board decks with watermarking options.Change History
Roll back any edit, view contributor notes, and prove compliance during audits.Practical CRM Dashboard Advice
1. Mirror your sales process
Arrange tiles in the order a deal moves through your stages so reps can spot bottlenecks in seconds.
2. Highlight coachable metrics
Use color rules to flag low connect rates or dormant opportunities so managers know where to dive in during 1:1s.
3. Pair qualitative notes with numbers
Add a sticky-note widget next to each KPI summarizing insights from the latest forecast call.
4. Limit filters for end users
Pre-build the most common date and territory filters to avoid overwhelming reps with dozens of dropdowns they’ll never touch.
5. Refresh before standups
Schedule auto-refresh 10 minutes before pipeline meetings so nobody debates stale screenshots.
Who Uses It
Sales Managers
Rearrange KPIs mid-quarter and keep coaching notes beside each rep’s stats.
Revenue Operations
Standardize dashboards for every segment without relying on a BI backlog.
Founders
Keep an always-on view of bookings and churn while the team scales.
Customer Success Leads
Blend expansion opportunities with open support issues to plan outreach.