CRM Dashboard

AnyDB’s free CRM template (Lite Dashboard) offers a high-level, real-time view of a company’s sales performance, pipeline health, and financial metrics. It acts as the central hub in the interconnected CRM suite—pulling together data from related templates like CRM Company, Deal, Invoice, and Contact to summarize key KPIs. This dashboard is ideal for sales leadership, revenue operations, and executive reporting.

What is a Lite CRM Template?

This template displays key CRM metrics using color-coded badges and auto-calculated fields. It includes visual summaries of new business, expansion business, open deals, pipeline value, weighted pipeline value, overall revenue, unpaid invoices, and unpaid invoice amounts. Each of these is computed dynamically based on data linked from CRM companies and deals.

This free CRM template layout is organized in a grid format with visually distinct sections to help teams interpret performance quickly. Attachments and references to CRM companies are embedded to allow deeper exploration of company-level data directly from the dashboard.

What Information Does This Template Help You Track?

The free CRM template (Lite Dashboard) surfaces the metrics that matter most to sales and leadership teams, offering a consolidated view of revenue, pipeline health, and customer accounts.

• New business value: Revenue from new customers or new accounts.
• Expansion business value: Revenue from upsell or cross-sell deals with existing customers.
• Open deals count: Number of deals currently in the pipeline.
• Pipeline value: Total value of open deals.
• Weighted pipeline value: Pipeline adjusted by probability for forecasting.
• Overall revenue (LTV): Total closed revenue across all companies.
• Unpaid invoice count: Number of invoices marked unpaid.
• Unpaid invoice value: Total outstanding balance from unpaid invoices.
• CRM company references: Linked to detailed company views.
• Badge summaries: Large, formatted currency or count fields with color coding.

Who is This Lite CRM Template for?

This dashboard is ideal for sales leadership, revenue operations, and executive reporting. If you know how to use Excel, you know how to use this AnyDB template.

How Can This Template Be Used in Your Business?

This CRM Dashboard template gives your team a real-time pulse on sales activities, helping you stay focused, proactive, and aligned.

• Sales performance monitoring: Review deal volume, value, and progression through stages.
• Revenue forecasting: Estimate future revenue using weighted pipeline metrics.
• Collections oversight: Track unpaid invoices and total value at risk.
• Executive reporting: Use as a live dashboard in QBRs or leadership meetings.
• Lite CRM system navigation: Central access point to companies, deals, contacts, and invoices.

Why This CRM Template is Powerful

This free CRM Dashboard template turns complex sales data into a clean, visual summary that drives faster decisions, better forecasting, and deeper CRM engagement across the business.

• Fully integrated with CRM Suite: Pulls data from related CRM templates for a unified view.
• Live metrics and summaries: Automatically updates KPIs from underlying deal and invoice activity.
• Color-coded visual cues: Makes it easy to distinguish performance categories.
• Interactive and expandable: Allows deep drill-downs into companies or deals directly from the dashboard.
• Customizable and scalable: Adapts to organizations of any size for both internal use and stakeholder presentations.

Who is AnyDB for?

AnyDB helps growing businesses and teams that need to take control of their data and operations without the chaos of scattered spreadsheets or rigid tools.

Whether you’re managing projects, customer data, workflows, HR records, or business processes, AnyDB centralizes everything in one flexible, scalable cloud business and operations management platform—so your team can work smarter, move faster, and scale seamlessly.

Sign up and create your lite CRM Dashboard in AnyDB.