New leads
1,284 +21% (1,061)
CRM dashboard template
A free CRM dashboard template for tracking leads, accounts, pipeline, activities, opportunities, conversion, and customer lifecycle health.
7 dashboard blocks
Number, Funnel, Horizontal bar, Donut, Table
Preview
A realistic starting point.
The sample data shows the structure. Basedash generates the live version from your connected sources.
CRM dashboard
Leads, accounts, and opportunities
Live data
Qualified accounts
416 +13% (368)
Missing next step
22 -9 (31)
Lifecycle funnel
Lead · 1.3K
MQL · 624
SQL · 416
Opp · 182
Customer · 54
Activity by rep
Maria 184
James 162
Priya 148
Andre 119
Account lifecycle
Prospect 46%
Active opp 24%
Customer 30%
Account actions
Missing next step 22 opps
Renewal due soon 18 accounts
Expansion signal 37 accounts
The prompt
Copy, paste, customize.
Drop this into Basedash AI to generate the dashboard from your own schema and business context.
Dashboard instructions
Build a CRM dashboard for sales and customer teams.
Include new leads, qualified accounts, activity volume, pipeline value, stage conversion, open opportunities, renewal risk, account health, and lifecycle stage. Show the current state of the CRM and highlight stale accounts or opportunities with missing next steps.
Metrics
What to include.
Core metrics
- Leads, MQLs, SQLs, opportunities, customers, and conversion between stages.
- Account coverage, activities, missing next steps, stale opportunities, and owner workload.
- Renewal risk, expansion signals, customer health, and lifecycle stage changes.
Layout notes
CRM dashboards should help teams act on records, not just summarize them. Include stale opportunities and missing next steps so the dashboard improves CRM hygiene.
Data sources
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Basedash can generate this dashboard across databases, warehouses, and SaaS tools.
Frequently asked questions
What should a CRM dashboard include?
Who uses a CRM dashboard?
Keep going
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