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Sales Dashboard Templates

A sales dashboard template is a single HTML file that shows revenue, orders, pipeline, and quota attainment on one page. Sales metrics answer 2 questions: how much did we sell, and how much are we about to sell. This page lists 6 sales templates, each a self-contained file with a live preview and a $6.99 price, except Vantage Commerce, which is free.

The 6 templates span retail, pipeline, and media sales. Vantage Commerce is a free e-commerce view with today's sales, total revenue, target versus reality, top products, recent orders, and inventory. Crest is a revenue operations desk with forecast categories, a deal desk table with deal age and risk columns, and a win/loss view. Pulsar is a dark themed suite with sales by channel and region, a conversion funnel, a rep table with quota, and campaign ROAS. Foundry covers quote-to-order, Maison covers luxury retail, and Aircheck covers radio advertising sales.

Compare the sales templates

Who uses these

A sales dashboard serves 5 audiences: sales managers, account executives, e-commerce operators, revenue operations analysts, and media sellers. Sales managers use the pipeline and forecast pages to set the week's priorities and to commit a number to leadership. Account executives check their own deals, deal ages, and next steps before customer calls. E-commerce operators watch orders, average order value, refunds, and best sellers through the day. Revenue operations analysts reconcile the funnel: stage conversion, win rate, and where deals stall. Media sellers, like the radio reps Aircheck is built for, track spots sold against available inventory.

When to reach for one

A sales template is the right choice when your team reviews numbers in a weekly slide deck that someone rebuilds every Friday. A dashboard page replaces that deck: same layout every week, numbers swapped in one place. Use it also when the CRM's built-in reports answer questions one at a time but never show the whole picture on a single screen. A single HTML file loads fast, works offline, and costs $6.99 once instead of a per-seat reporting license. Teams usually reach for a template right after the third or fourth rep joins, when the founder's spreadsheet stops scaling.

Frequently asked questions

What is a sales dashboard template?

A sales dashboard template is a pre-built HTML page that shows sales metrics such as revenue against target, open pipeline, win rate, and quota attainment. You download one file, replace the sample data with your own numbers, and open it in any browser. No server or build step is required.

What metrics should a sales dashboard show?

A sales dashboard shows 5 core metrics: revenue against target, open pipeline by stage, win rate, average deal size, and deal age. Retail adds orders, average order value, and refunds. Crest covers forecast and win/loss, Pulsar covers channels, regions, reps, and campaign ROAS, and Vantage Commerce covers the retail set.

Can I use a sales template for e-commerce?

Yes, you can use a sales template for e-commerce. Vantage Commerce is free and built for a store: today's sales, total revenue, top products, recent orders, and inventory. Pulsar adds sales by channel and region, a products table with stock, and a monthly performance table with refunds and net revenue.

How do I get my data into the template?

The template takes your data through plain arrays in its data section: open the file in a text editor, find the sample records, and replace those records with exports from your store platform or CRM. A developer can also point the file at an API so the numbers refresh on load.