$6.99
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CRM dashboard template
Relay CRM Dashboard Template
Relay CRM is a free single-file HTML dashboard template that shows sales pipeline analytics, accounts, leads, and reports in one light-themed workspace.
Relay CRM is a free dashboard template for tracking a sales pipeline in the browser. The template ships as one self-contained HTML file. The file opens to a Sales Analytics view with 4 KPI cards, 2 chart panels, and 2 donut charts, all rendered with inline SVG and vanilla JavaScript. No build step and no external chart library are involved, so a buyer downloads the file and edits the data arrays directly.
The main view shows Customers at 2,425, Revenue at $5,142, Invoices at 2,425, and Profit at 70%, each with a week-over-week trend arrow. An Opportunities by user line chart plots Amount and Count across 7 months beside a side rail reading $385,835 in Amount. A Lead Source donut splits Call, Email, Web Site, and Partner, and a Sales Funnel bar chart compares Prospecting, Qualification, and Negotiation month by month. Six more views sit behind the sidebar: Accounts, Contacts, Leads, Calendar, Activities, and Reports.
What is inside Relay CRM
- 4 KPI cards with trend arrows: Customers 2,425, Revenue $5,142, Invoices 2,425, Profit 70%
- Opportunities by user line chart with hover tooltip and a side rail for Amount, Amount Weighted, and Count
- Lead Source donut chart covering Call, Email, Web Site, and Partner channels
- Sales Funnel grouped bar chart comparing Prospecting, Qualification, and Negotiation across 7 months
- Opportunities by Stage donut with Won, Negotiation, Proposal, and Lost segments
- Accounts table with Account, Owner, Industry, Value, and Status columns and colored status pills
- Reports view with 4 KPIs, a 5-stage Deals by stage bar list, and Revenue by source in dollars and percent
- January 2026 calendar grid with event chips for demos, renewals, and QBRs
- Recent activity feed showing rep actions with timestamps from 12 minutes to yesterday
- Hover tooltips on both chart types, plus a Month period dropdown in the top bar
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Azure |
| Mood | Light |
| Category | CRM |
| Price | Free |
Who Relay CRM is for
Relay CRM gives sales managers the Reports view to check Closed revenue of $1.28M, a 34% Win rate, an average deal size of $9,400, and 126 New accounts before a Monday forecast call.
Account executives use the Accounts table to see Owner, Industry, Value, and Status for each book entry, with status pills for Active, Pending, and Churned accounts.
Sales development reps use the Leads table to review Source, Stage, and Value per lead and the Calendar view to see scheduled demos, renewals, QBRs, and closing dates.
Revenue operations staff use the Deals by stage bars and Revenue by source breakdown to reconcile Inbound, Outbound, Partner, and Referral contribution.
When to reach for it
Relay CRM suits a team that needs a working sales analytics page today rather than a configured BI tool. The template replaces the spreadsheet where a manager pastes weekly funnel counts, and it replaces the slide deck that re-draws the same funnel chart every Friday.
Because Relay is the free entry in the CRM category, it also works as an evaluation copy. A buyer opens the file, checks the code quality and the chart interactions, and then decides whether the paid CRM templates fit a more specialized workflow.
Frequently asked questions
Is Relay CRM really free?
Yes, Relay CRM is really free: it is one of the free templates in the catalog, priced at $0. You download the same self-contained HTML file the paid templates use, with the full Sales Analytics view, 6 additional views, and all sample data included.
How do I replace the sample data in Relay CRM?
You replace the sample data in Relay CRM by editing plain JavaScript arrays at the bottom of the file. Opportunity series, funnel values, account rows, contact rows, lead rows, and calendar events all sit in clearly named constants, so swapping in real numbers takes a text editor and a few minutes.
Does Relay CRM need a framework or build tool?
No, Relay CRM needs no framework or build tool. The file is plain HTML, CSS, and vanilla JavaScript with one Google Fonts link. Charts are drawn as inline SVG by functions inside the file, so you open it in any modern browser and it runs.
What views does Relay CRM include besides the main dashboard?
Relay CRM includes six views besides the main dashboard: Accounts, Contacts, and Leads tables, a Calendar month grid, an Activities feed, and a Reports view with quarterly KPIs, deals by stage, revenue by source, and a top accounts table.