How to Grow Your Business with a CRM Dashboard
Lance Carter
Technical Product Marketing Specialist
Sep 18, 2026
Lance Carter
Sep 18, 2026
23 min read
Data can reveal valuable insights into customer behavior, streamline processes, and strengthen customer-focused goals, but only when it's organized and accessible. In many businesses, data is fragmented, making it time-consuming to collect or analyze.
That's why a CRM dashboard is so important. It centralizes your data, highlights trends and outliers, and enables faster, smarter decision-making. In this guide, we explore how a CRM dashboard drives business growth and what you should consider when setting one up.
Want to dive straight in? Here are some CRM dashboard templates handpicked by experts:
All-purpose CRM dashboard
Sales CRM dashboard with pipeline and region breakdown
CRM dashboard with revenue and deal metrics
What is a CRM dashboard?
A CRM dashboard is your team's command center for sales and customer data. Instead of digging through spreadsheets or multiple tools, it consolidates all key metrics and activities into a single, real-time visual. You can see pipeline health, active deals, revenue forecasts, lead sources, win rates, and rep performance—all updating automatically as records change.
Dashboards translate raw sales data into charts, graphs, and tables that make patterns easier to spot. Filters by time period, product line, sales rep, or region allow you and sales managers to drill into exactly what matters, helping you make faster, more informed decisions.
How CRM dashboards help you manage customer relationships and data
Beyond displaying metrics, a CRM dashboard acts as a strategic tool for improving customer relationships. By surfacing timely insights into customer behaviors, preferences, and engagement history, it empowers teams to identify high-value prospects and deliver consistent, personalized interactions.
CRM dashboards also help streamline operations—automating data collection, syncing updates across your sales process, and providing a live view of your pipeline. This makes it easier to address inefficiencies, respond quickly to changes, and uncover new growth opportunities. New to Lark Base? Watch how to build tables, dashboards, and automations — no code needed.
Benefits of CRM dashboards
1. Enhanced data visualization and insights
CRM dashboards turn complex data into clear visuals, revealing patterns that you may miss in raw datasets—such as outliers, anomalies, or performance gaps. Visual data also supports faster, more strategic decision-making. Instead of combing through spreadsheets, you can instantly understand what's happening across your business.
2. Real-time updates for timely decision-making
Unlike spreadsheets, CRM dashboard software can update data in real time. This equips sales representatives and project managers with fresh data while they're on the frontline.
3. Improved customer service and retention
A CRM dashboard lets you focus on what matters most: your customers. With accessible, easy-to-digest customer data and data-backed predictions, you're in a better position to make customer-centric decisions.
4. Boosted team collaboration
A CRM dashboard streamlines workflows. A centralized database ensures team members can access and share information, regardless of device. This enhances communication and drives agile collaboration, which helps you develop better sales tactics.
Platforms like Lark combine CRM dashboards with communication, automation, and productivity tools—making it easier to act on insights, align sales and marketing efforts, focus on lead generation, and drive results across your organization.
CRM dashboard examples
Here are some common CRM dashboard examples, plus templates to help you build what you need.
For frontline sales reps
Built for individual contributors to track their own performance, prioritize deals, and move the pipeline forward.
Sales performance dashboard
Purpose: Track how your sales team is performing against goals.
Common metrics:
- Total revenue closed vs. target
- Win rate percentage
- Average deal size
- Pipeline value by stage
- Sales by product, territory, or rep
Use case: A sales manager reviews this dashboard daily to spot individual sales team members who need coaching or deals that are stuck.
Key question it addresses: How is your team performing against sales targets?
Pipeline health dashboard
Purpose: Monitor the flow of deals through each stage of the pipeline.
Common metrics:
- Number of deals in each stage
- Stage-to-stage conversion rates
- Average time spent per stage
- Aging deals (overdue or stagnant)
Use case: Helps identify bottlenecks—e.g., too many deals stalling at the proposal stage.
Key question it addresses: Which salespeople and lead sources are generating the most leads?
Deals dashboard
Purpose: Provide a deep dive into the status and health of specific contracts and high-value transactions.
Common metrics:
- Total number of active deals
- Total deal value in the pipeline
- Top 10 largest upcoming deals
- Win/Loss ratio for the current period
- Expected close dates vs. actual progress
Use case: An account executive uses this to manage their personal portfolio, ensuring that high-value deals are moving forward and identifying which contracts are at risk of slipping.
Template: Use this Base CRM template to track your deals won, deal values, and more. You can customize the dashboard and add more metrics as needed.
Key question it addresses: What are the total forecasted revenue, average deal value, actual revenue, and pipeline conversion rate of our sales funnel?
For customer success teams
Built for CS teams to track core customer relationship metrics, monitor pipeline health, and optimize customer retention and expansion strategies.
Customer Relationship Health dashboard
Purpose: Track holistic customer relationship and sales pipeline metrics to monitor customer health, identify expansion opportunities, and understand customer segment distribution.
Common metrics:
- Total opportunity value
- Total contract amount
- Opportunity count and value by stage
- Number of clients by stage
- Monthly new client count
- Enterprise type distribution (Public Sector vs. Private Sector)
Use case: CS teams review this dashboard regularly to monitor the overall health of the customer base, spot high-value opportunity stages, and tailor retention/expansion strategies for different enterprise segments (Public/Private).
Template: Use this CRM template to track all core customer and pipeline metrics in one unified view.
Key question it addresses: What are the total opportunity value, total contract amount, opportunity value breakdown by stage, and number of clients in each stage?
For team managers & leads
These dashboards help managers oversee team performance, forecast revenue, and optimize day-to-day sales operations.
Revenue forecasting dashboard
Purpose: Predict future sales based on current opportunities, trends, and relevant data points.
Common metrics:
- Weighted pipeline value (based on probability)
- Forecasted revenue by month or quarter
- Historical vs. projected performance
- Deal closing probability per rep or territory
Use case: Sales and marketing teams can use this to make budgeting and staffing decisions based on financial performance.
Template: Easily modify this Sales Management System template to display revenue metrics you're aiming to achieve.
Key question it addresses: What are the total number of clients, new clients this month, opportunity value, closed won value, and expected order value?
Lead management dashboard
Purpose: Keep track of new and existing leads to ensure timely follow-up.
Common metrics:
- Number of new leads added this week/month
- Lead source breakdown (e.g., web form, event, referral)
- Marketing qualified leads (MQLs) and sales qualified leads (SQLs)
- AI lead scores or priority rankings
- Follow-up status and overdue leads
Use case: A rep starts their day with this dashboard to decide which leads to call first.
Template: Try this Client Relationship Management template, which includes a basic dashboard where you can add your metrics.
Key question it addresses: What is our sales pipeline progress, key challenges, and customer-preferred product counts?
Activities dashboard
Purpose: Track the high-volume outreach efforts that drive the top of the sales funnel.
Common metrics:
- Total calls made and emails sent
- Number of meetings booked/held
- Demos completed vs. goal
- Activity-to-opportunity conversion rate
- Response time to inbound inquiries
Use case: Sales Development Reps (SDRs) and managers use this to ensure the "engine" is running. For instance, if revenue is down, they can look here to see if the volume of daily activity has dropped.
Template: You can create a dedicated dashboard in a few clicks to monitor activities from the activities table in this CRM template. Watch this video to learn more about this template!
Key question it addresses: Which sales reps have the highest forecasted deal values and gross margins, and how many employees do our key client companies have?
For founders & executives
This high-level view aligns sales and marketing to track campaign ROI and overall business growth.
Campaign dashboard
Purpose: Align sales and marketing by measuring the ROI of specific lead-generation initiatives.
Common metrics:
- Leads generated per campaign (e.g., Webinar, LinkedIn Ads)
- Cost per Lead (CPL) and Cost per Acquisition (CPA)
- Revenue generated per campaign source
- Campaign-to-Deal conversion rate
- Engagement rates, such as Click Through Rate (CTR) and open rates for outbound sequences
Use case: Marketing and Sales leaders review this monthly to decide which channels deserve more budget and which campaigns should be paused due to low conversion.
Template: The campaign table from this Sales CRM template can be made into a dashboard in just a few clicks.
Key question it addresses: What is the detailed information of sales leads and customer accounts?
What makes a great CRM dashboard?
Choosing the right CRM for your business involves more than picking a popular solution. Here are some essential aspects to consider:
Flexibility and customization
A top CRM should be fully adaptable to your unique business needs. This includes the ability to customize dashboards with different widgets, charts, themes, and colors, so you can visualize data in a way that makes sense for your team. Great CRM software integrates seamlessly with your existing tools and scales as your business grows.
Multiple dashboard options
While a single main dashboard can provide a broad overview, the best CRMs allow you to create multiple dashboards for different purposes:
- Sales performance dashboard: Track your team's quotas, conversion rates, and deals won or lost. Insight into individual performance helps managers coach effectively and drive stronger results.
- Deals-focused dashboard: From managing major clients to pursuing new opportunities, a dedicated deals dashboard helps your team stay aligned with revenue goals.
Seamless integration with existing tools
A CRM should connect effortlessly with the software your team already uses. For example, if you rely on Google Calendar for scheduling or other platforms for communication and operations, make sure your CRM integrates smoothly.
Alternatively, opt for an all-in-one CRM solution that combines chat, meetings, calendars, docs, and your CRM into a single platform. Consolidated tools mean less switching, fewer errors, and more productive workflows.
AI features
CRM dashboards with AI are not just for displaying data, but can summarize, extract, and analyze information for you. AI capabilities are still evolving quickly, but here are some ways AI can help you make better use of the data already:
- Predictive analytics: Leveraging historical data allows the system to forecast sales and score leads, ensuring teams focus on high-value targets.
- Sentiment analysis: Through scanning communications, the AI gauges customer emotion to flag at-risk accounts or identify upsell opportunities.
- Next best action recommendations: Advanced algorithms suggest specific steps based on customer behavior, such as when to follow up or what content to share.
- Chart analysis: AI interprets visualizations directly, providing text summaries that explain why a metric spiked or dropped rather than simply displaying the raw line graph.
- Content generation: Dashboard summary, call scripts, and other sales content can be generated based on the dashboard data.
Who are CRM dashboards for?
A wide range of roles can benefit from using CRM dashboards, not just managers. The key is to customize the dashboards for different roles, so every team member can see metrics that are most relevant to them.
CRM dashboards are usually crucial to people in these roles:
- Sales managers: Overseeing the big picture enables managers to monitor pipeline health, track team velocity, and accurately forecast revenue.
- Sales representatives: Managing daily priorities becomes easier for reps when they have instant access to quotas, open tasks, and active deals.
- Marketing teams: Tracking campaign performance allows marketers to attribute revenue to specific channels and refine their lead generation strategies.
- Customer support: Monitoring service history permits agents to resolve tickets quickly, spot recurring issues, and boost satisfaction rates.
What to consider when creating a CRM dashboard
How do you create a customer relationship dashboard that aligns with each team's needs, preferences, and goals? When making a custom CRM dashboard, keep these pointers in mind.
1. Choose which KPIs/metrics to display
Focus your CRM dashboard on the metrics that matter most. What KPIs you should include depends on the type of dashboard you're building. For example, if you're building a dashboard for measuring customer experience, you may include metrics like customer satisfaction (CSAT), customer engagement scores (CES), and lifetime value (CLV). For a lead dashboard, you may include metrics like marketing qualified leads (MQLs) and sales qualified leads (SQLs).
Other common KPIs of CRM dashboards include:
2. Determine your crucial sales goals and methods
In a CRM Talk podcast episode, Sam Biardo (Technology Advisors) and Steve Chipman (CRM Switch) talked about one of the biggest drivers for CRM implementation. Businesses implement CRM systems to see what's coming down the pipeline.
Knowing your goals and objectives helps you identify crucial indicators for your dashboard. As your sales goals evolve, you can always change the indicators displayed.
3. Consider your CRM dashboard's appearance
Consistency in your choice of visualization options lets you showcase the relationship between related metrics more effectively. Apply hierarchy in your dashboard. For example, if you have an essential chart you want to emphasize, place it in a prominent space in your dashboard or enlarge it.
4. Ensure your CRM dashboard is easy to understand
Create a user-friendly CRM dashboard that's easy to access and understand, allowing you and your team to make the most of your data insights. Customizable templates can help you create dashboards that meet your specific needs.
How to create a CRM dashboard in Lark
Ready to build your own CRM dashboard? Sign up for Lark and create a dashboard from scratch or jumpstart your process with one of Lark's free CRM dashboard templates.
Watch the video above for a step-by-step walkthrough or follow the steps below to create a dashboard tailored to your business needs.
1. Define your business goals
Before you begin designing your dashboard, take a moment to clarify your objectives. Ask yourself:
- Who is the CRM dashboard for?
- What decisions will it support?
- Will it be used to monitor a system or track specific goals?
Consider your sales processes, customer segments, and team structure. For example, if you manage multiple sales pipelines, you should create separate dashboards for each group.
Finally, double-check your data sources and confirm what content should appear on your dashboard.
2. Customize your dashboard with blocks
Lark Base makes it easy to build visually engaging dashboards using drag-and-drop blocks. These blocks help tell the story behind your data with clarity and precision.
To customize your dashboard:
- Click “Add Block” in your base dashboard.
- Choose from charts, word clouds, tables, buttons, and more.
- Configure the data source, range, filters, and visual layout.
Each block gives you more control over how information is displayed, so you can highlight what matters most. For more detailed steps, visit: Use dashboards in Base.
3. Set permissions to protect sensitive data
Lark Base offers advanced permissions management, allowing you to control access at both the table and dashboard levels.
For example:
- Limit dashboard visibility to specific teams (such as leadership or sales).
- Prevent edits while still allowing data views.
- Keep sensitive customer or revenue data protected.
This ensures teams only see what's relevant to them, while maintaining data security.
4. Use the dashboard in Lark's superapp
Your CRM dashboard doesn't exist in a vacuum; it's right at the heart of the Lark platform. This means you can use the CRM dashboard in the collaboration tools you use every day, no integration needed.
Automate your work
- A deal is moving to the next stage in the sales funnel.
- New customer feedback is being logged.
- A critical KPI crossing a threshold.
No more chasing updates—your team will receive reminders in their chats when changes happen or when action is required.
Share insights in documents
- Collaborate with comments, edits, and highlights.
- Share reports with teams or leadership.
- Build alignment around key insights and trends.
Present in Lark Meetings
- Highlight key metrics during team calls.
- Annotate or zoom in on specific sections.
- Foster alignment across remote or distributed teams.
5. Train your team
A dashboard is only effective if your team knows how to use it. Make training part of the rollout.
- Convert training sessions into searchable transcripts.
- Add subtitles and highlight key takeaways.
- Create shareable clips for onboarding or reference.
This helps ensure your team can adopt and use the dashboard confidently, without extra meetings.
6. Monitor and optimize regularly
Your CRM dashboard should evolve as your business grows. Schedule regular check-ins to review its effectiveness.
- Are the right metrics being tracked?
- Are teams using the dashboard as intended?
- Are new KPIs or key results needed?
Adjust as needed to keep your dashboard aligned with your goals.
Ready to get started?
Use a free CRM dashboard template or start from scratch in Lark Base. With real-time updates, customizable blocks, and full connection to the Lark ecosystem, your CRM dashboard becomes more than a report—it becomes a daily driver of impact.
Try Lark: The best CRM and dashboard solution
Whether you're managing a small sales team or running operations across multiple departments, Lark offers a next-gen, all-in-one management solution that adapts to how your business operates, at a fraction of the cost of traditional tools.
By combining CRM, workflow automation, AI insights, real-time dashboards, and mobile-first collaboration in one intuitive platform, Lark helps teams simplify their tech stack, cut manual work, and focus on growth.
No-code all-in-one CRM management
From leads to post-sales, Lark's built-in messenger, approval feature, and customizable business system let you manage accounts, contacts, quotations, and deals without touching a line of code. Sales teams can adapt their CRM structure in minutes—no developers required.
- Build dynamic pipelines tailored to your products or services.
- Create custom views for sales reps, regions, or business units.
- Apply role-based permissions to control data visibility.
- Set real-time bot notifications for warm leads or upcoming meetings.
Everything stays in one place, so your team can move deals forward without switching tools.
Whether you need video conferencing for pitches, calendars for scheduling appointments, or document editing for contract drafting, Lark keeps everything in one place, so your team can get the job done without switching tools.
Intelligent, real-time dashboards
Lark dashboards bring your CRM to life, showing every update, from lead scores to pipeline changes, in real time. With AI-powered analysis, your data isn't just displayed; it's automatically interpreted, highlighting trends, anomalies, and actionable insights.
- Track deal movement, stage changes, and bottlenecks as they happen.
- Analyze win rates, deal velocity, and activity levels across reps, regions, or product lines.
- Forecast revenue and targets with always-up-to-date data—not last week's numbers.
- Let AI surface patterns in conversion rates, time-in-stage, or pipeline bottlenecks, so your team knows where to act first.
- Share dashboards or scheduled digests for faster, data-driven decisions in meetings.
Fully customizable with drag-and-drop charts, metrics, and filters, Lark's dashboards ensure your sales, marketing, and customer service teams, as well as leadership, see precisely what matters, when it matters.
Workflow automation
Manual processes slow teams down. Lark helps you automate routine sales tasks so your reps can focus on building relationships.
- Trigger smart alerts when deals move stages, tasks are overdue, or meetings are scheduled.
- Automatically assign follow-ups or next steps to the right rep.
- Submit sales requests like quotes or discounts without the back-and-forth.
- Start a group chat instantly if something gets stuck—no email ping-pong.
Automation in Lark is easy to set up with just a few clicks. Your team stays aligned, responsive, and efficient.
AI native integration
Lark gives you access to advanced AI tools that work behind the scenes to prepare, prioritize, and guide every interaction. Without extra tools or integrations, Lark's AI organizes all the public and contextual information you need about an account, so your team can act faster and with more precision.
- Auto-generate information such as the company size, industry, decision-makers, and other relevant context the moment a lead enters your system.
- Rank leads and opportunities based on conversion likelihood, so reps spend time where it matters most.
- AI suggests personalized call scripts, objection-handling tips, and recommended follow-ups to keep deals moving.
- Turn lengthy conversations into concise, searchable summaries for faster alignment across the team.
With Lark's AI, every rep gets an intelligent assistant—helping your team qualify faster, personalize every touchpoint, and close more deals with confidence.
Mobile CRM
Whether you're in the office, at a client site, or working remotely, Lark's dedicated mobile experience keeps you connected, informed, and ready to act. Every core CRM feature—plus your dashboards and workflows—is optimized for mobile, so you never have to wait until you're back at your desk to move deals forward.
- Log calls, visits, or deal updates in seconds to capture important details on the spot, while they're fresh.
- Access CRM records, dashboards, and tasks from your phone.
- Get push notifications for key actions or reminders.
- Join meetings or reply to comments on the go.
It's the full power of your CRM—right in your pocket, giving your team the agility to respond faster, close deals sooner, and keep momentum wherever work happens.
Affordable for growing teams
All the tools you need to build your CRM dashboards are available on Lark's free plan, alongside essential tools like chat, calendars, document editing, and more. This means your team can start automating workflows, managing data, and streamlining approvals—without spending a dime.
For even more power, Lark's Pro plan offers advanced features for just $12 per user per month. You'll get unlimited message history, 15TB of storage, 50,000 automated Base workflows per month, video conferencing, and more.
Starter
Pro
Enterprise
Starter
For small teams with simple communication needs
$0
/ user / month
20 users max
18 months message history
1-on-1 video meetings
100 GB storage
Lark Docs & Mail
1000 Base automation runs/month
2000 rows per table in Base
Pro
For companies with comprehensive collaboration and management needs
$12
/ user / month
500 users max
Unlimited message history
500-participant video meetings
15 TB storage
Lark Docs & Mail
50k Base automation runs/month
20k rows per table in Base
Enterprise
For large companies with advanced security and organizational management needs
Get a personalized demo and pricing
Unlimited users
Unlimited message history
500-participant video meetings
15 TB storage + 30 GB storage/user
Lark Docs & Mail
500k Base automation runs/month
50k Base automation runs/month
Single sign-on (SSO)
Pro
For companies with comprehensive collaboration and management needs
$12
/ user / month
500 users max
Unlimited message history
500-participant video meetings
15 TB storage
Lark Docs & Mail
50k Base automation runs/month
20k rows per table in Base
What makes the Pro plan especially valuable is its ability to replace multiple third-party tools, helping your business cut costs. For example, a team of 100 using Slack, Zoom, and Notion could save at least $24,600 per year by switching to Lark.
How many employees work at your company?
By number of people
1
20
500
5000+
1000
Which tools do you use?
Estimates are for reference only, contact us for an official quote
Conclusion
Data allows organizations to adapt and respond. The best CRM dashboards empower you by transforming data into actionable insights. With Lark as your productivity superapp, it's easier than ever to digitize operations, gain deeper insights, and scale your business.
By choosing Lark for your CRM dashboard, you benefit from seamless integration with existing workflows, key features that support customer retention and new leads, and real-time data that reflects changes across your team. This all-in-one solution not only streamlines collaboration but also supports informed decisions and improves overall sales performance, making it the best tool for driving your organization's success.
FAQs
Can I create a CRM dashboard for free?
Yes, there is free CRM software that allows you to create dashboards for free, but the features are often limited. Lark, on the other hand, offers a very practical free plan that allows you to create versatile dashboards and databases with up to 20 collaborators. More importantly, it's really easy to learn as it's infinitely customizable.
What's the best CRM software for creating dashboards?
Lark is a strong choice for teams looking to build visually appealing dashboards that surface critical information. Unlike other popular tools, Lark makes it easy to track sales activity, monitor your sales funnel, and keep teams aligned in one integrated workspace.
How to track sales KPIs using a CRM dashboard?
Use CRM software to track progress on key metrics, including sales performance, lead conversion rates, and marketing efforts. A well-designed CRM dashboard provides reporting tools and valuable insights that help sales reps monitor the sales cycle, optimize sales strategy, engagement metrics, and eliminate repetitive tasks.
What does CRM stand for?
CRM stands for Customer Relationship Management. It helps businesses improve sales performance by managing customer data, tracking interactions, and aligning sales teams with marketing efforts, such as marketing campaigns.
Who benefits from using a CRM dashboard?
CRM dashboards are helpful for planning and decision-making across teams. Roles that can benefit from using a CRM dashboard include sales reps, sales leaders, marketing teams, account managers, customer service and support teams, data analysts, and business leaders.
What's the difference between a CRM dashboard and a CRM report?
Both tools help you analyze customer relationship data. However, they serve different purposes:
- CRM reports are static snapshots of your CRM data at a specific point in time. Think of them like printed screenshots of your data at a particular point in time. While they are helpful, the report doesn't change after you produce it.
- CRM dashboards are real-time, interactive views of your CRM data. While a CRM report shows you what happened, dashboards show you what's happening right now on any given day.
What are the four types of dashboards?
The four types are strategic, operational, analytical, and tactical dashboards. Each helps track progress, optimize sales strategy, and support decisions using CRM data and reporting tools.
Can you make a dashboard in Excel?
Yes, you can create dashboards in Excel to visualize KPIs, track sales performance, and analyze marketing efforts. However, if you want a sales CRM dashboard, CRM software offers greater automation, reducing repetitive tasks.
What is a KPI dashboard?
A KPI dashboard visualizes key performance indicators to help sales reps and managers track progress, assess the sales cycle, and adjust strategies using valuable insights and reporting tools.
How long will it take to build a CRM dashboard?
It depends on the type of dashboards you want to build and the software you're using. With modern no-code platforms like Lark, you can set up a functional CRM dashboard in just a few minutes, especially if you use pre-built templates to jumpstart the process. The best part is: no technical expertise is required!
Can I build my own dashboard without any coding skills?
Yes, solutions like Lark feature a no-code interface that allows you to build fully customizable dashboards using simple drag-and-drop blocks. You can configure data sources, charts, and visual layouts independently, eliminating the need for developers or technical expertise.
What metrics should I include in my CRM dashboard?
You should focus on KPIs that align with your specific business goals, such as pipeline health, lead conversion, or customer retention. Common metrics to track include total revenue closed, win rate percentages, average deal size, and lead source breakdowns to help spot high-value opportunities.
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Table of contents
Start using Lark today
Manage all your work in one place
Boost team efficiency by 10x
Save up to 70% on software costs
Table of contents
Start using Lark today
Manage all your work in one place
Boost team efficiency by 10x
Save up to 70% on software costs
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