Executive Dashboard
DEMO Explore a complete CRM intelligence view using sample data
💡 Explore first, connect later. The demo includes Sales, Marketing, Customer Service and Financial/Operational data. Download the Excel workbook, change it, and reconnect it to see the dashboard update.
Sales KPIs Funnel performance & sales efficiency
Won Revenue
—
Closed-won value
Open Pipeline
—
Open opportunity value
Win Rate
—
Won ÷ closed deals
Average Deal Size
—
Average won deal
Pipeline Velocity
—
Expected value generated per day
Marketing KPIs Lead generation & campaign effectiveness
Lead Conversion Rate
—
Leads → won customers
Cost per Lead
—
Marketing spend ÷ leads
Customer Acquisition Cost
—
Marketing spend ÷ won customers
Email CTR
—
Clicks ÷ emails sent
Customer Service KPIs Service quality & customer experience
Customer Retention
—
Active customer share
CSAT
—
Average satisfaction score
Avg Response Time
—
First response
Self-Service Rate
—
Tickets resolved via self-service
Financial & Operational KPIs Recurring revenue & customer economics
MRR
—
Latest monthly recurring revenue
MRR Growth
—
Month-on-month
Churn Rate
—
Churned customer share
Interaction Cost
—
Average cost per interaction
Deal Value by Stage
Won Revenue by Region
Attributed Revenue by Campaign
Management Attention
Want to test the dashboard yourself?
Download the complete Excel demo workbook with 5 editable sheets: Customers, Opportunities, Marketing, Service and Financial.