Sales Panel Templates and Examples
Posted: Wed Jan 22, 2025 10:11 am
Creating a sales dashboard from scratch can be time-consuming, but templates can speed up the process. They give you a solid starting point with built-in metrics and layouts, making it easy to visualize your data.
Here are some of the best templates, depending on what you need:
1. ClickUp Sales Pipeline Template (Beginner)
Manage your sales pipelines in a custom sales dashboard with ClickUp's sales pipeline template
Download this template
Manage your sales pipelines in a custom sales dashboard with ClickUp's sales pipeline template
ClickUp Sales Pipeline Template is best for you if you are a new sales manager vp risk email lists who is creating a sales dashboard to monitor your sales team.
In this template, you will find ready-made and fully customizable folders . You will also get automation features and seven custom field options like “Name”, “Email”, “Job Title” and much more.
With multiple view options like Board view, List view, and up to 14 custom statuses, this template is a complete package for monitoring the performance of your sales team.
Download this template
2. ClickUp Sales Pipeline Template (Intermediate)
Track leads and customers on a custom sales dashboard with ClickUp's sales pipeline template
Download this template
Track leads and customers on a custom sales dashboard with ClickUp's sales pipeline template
If you are an experienced sales manager, you may find ClickUp Sales Pipeline Template more useful .
This one gives you more functionality for creating sales team dashboards. It is feature-rich, easily adaptable, and has a fully customizable workspace. Here are some things you can do with this template:
See the entire sales funnel in one view
Prioritize leads based on urgency, value, and potential
Drag and drop elements to customize the interface
Save on training and development costs as the template is easy to use
Improve communication between team members
Predict your team's performance more accurately
Additionally, this template offers 30 custom states and four custom views to ensure easy accessibility.
Here are some of the best templates, depending on what you need:
1. ClickUp Sales Pipeline Template (Beginner)
Manage your sales pipelines in a custom sales dashboard with ClickUp's sales pipeline template
Download this template
Manage your sales pipelines in a custom sales dashboard with ClickUp's sales pipeline template
ClickUp Sales Pipeline Template is best for you if you are a new sales manager vp risk email lists who is creating a sales dashboard to monitor your sales team.
In this template, you will find ready-made and fully customizable folders . You will also get automation features and seven custom field options like “Name”, “Email”, “Job Title” and much more.
With multiple view options like Board view, List view, and up to 14 custom statuses, this template is a complete package for monitoring the performance of your sales team.
Download this template
2. ClickUp Sales Pipeline Template (Intermediate)
Track leads and customers on a custom sales dashboard with ClickUp's sales pipeline template
Download this template
Track leads and customers on a custom sales dashboard with ClickUp's sales pipeline template
If you are an experienced sales manager, you may find ClickUp Sales Pipeline Template more useful .
This one gives you more functionality for creating sales team dashboards. It is feature-rich, easily adaptable, and has a fully customizable workspace. Here are some things you can do with this template:
See the entire sales funnel in one view
Prioritize leads based on urgency, value, and potential
Drag and drop elements to customize the interface
Save on training and development costs as the template is easy to use
Improve communication between team members
Predict your team's performance more accurately
Additionally, this template offers 30 custom states and four custom views to ensure easy accessibility.