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Free CRM dashboard template with KPI cards, a deals kanban, contact timelines, lead scoring and web proposals. Copy it and edit everything in the B12 editor.
What’s included in this CRM dashboard template
- Who it’s for
- Small agencies and service teams tracking leads, deals and proposals in one place, shown here for an 8-person branding studio in Austin.
- Pages and sections
- Dashboard
- Deals
- Contacts and Companies
- Calendar
- Proposals
- Settings
- Features
- Four KPI cards for pipeline value and won this quarter and win rate and average days to close with change versus last quarter
- Drag-and-drop deals board where every lost deal needs a reason
- Source Trail chips showing the website pages a lead read before they inquired
- What to change first
- The studio name and team, your deal stages, and the revenue target and example deals.Try asking“Add a Referral partner field to the inquiry form and show it as its own slice in the lead source chart.”
CRM dashboard template FAQs
It's the first screen of your CRM, showing pipeline value, deals won, win rate and what needs attention today. Northpaw Studio's opens on four KPI cards, a revenue goal gauge and a list of stalled deals.
KPI cards compared with last period, a deal stage funnel, won vs. lost by month, a lead source breakdown, a top open deals table and a recent activity feed. This one also flags any deal with no activity for 14+ days.
Keep them few and named after real steps. This template uses Inquiry, Discovery call, Proposal sent and Negotiating, plus Won and Lost, on a drag-and-drop Deals board with column totals.
Mark every closed deal won or lost and require a reason for losses. Here, Lost asks for budget, timing or chose another agency, which feeds a win/loss reasons chart on the dashboard.
Yes. The inquiry form on Northpaw's public site creates and scores a lead instantly, then books a discovery call and logs it on the lead's timeline.
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