Free Google Sheets dashboard templates | 2024

Google Sheets
Productivity tips
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December 27, 2023

What Is a Google Sheets Dashboard?

Google Sheets is an indispensable tool. Whether you are in Finance, Marketing or Sales, you rely on spreadsheets to organize your data and display it. Dashboards use a mix of queries and advanced Google Sheets function to display data in an actionable and dynamic way. Though building a dashboard in Google Sheets may sound like a difficult task, it's easier than you may think and you can often get started with pre-built templates available on the net.

In this article, we'll explore some basics of Google Sheets dashboards and present some tips for using free google sheets templates. You'll learn how to create dashboards starting from templates. Particularly, we'll go through some Dokin pre-built dashboard templates that you can use to manage and display your data.

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Dokin is a data connector that allows you to sync real-time data from your systems, like your CRM, Marketing platforms to your Google Sheets.

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How to Create a Google Sheets Dashboard

Creating a dashboard in Google Sheets can be achieved through various methods, whether it's by utilizing ready-made templates or building one from scratch. Dashboards are particularly useful to evaluate sales and marketing performance or track project tasks. If you are building one from scratch, you are going to need a good level of mastery of advanced functions, like XLOOKUPS, VLOOKUPS, INDEXMATCH, SUMIFS, and most importantly the QUERY function.

Often, your best bet is to start with an existing template and customize it to your own needs. Here at Dokin we have built a template of ready-made templates. Each template will help to monitor essential metrics and monitor things like sales process or marketing activity.

Steps to Create a Basic Dashboard in Google Sheets

To create a basic dashboard, you will need to start by compiling the relevant data in a Google Sheets spreadsheet. You will then need to define the performance metrics and KPIs (key performance indicators) that you want to track and visualize. Then, based on that you can set up the dashboard using google sheet's formulas, pivot tables, pie charts, graphs, gantt charts and other visualization tools within Google Sheets to represent the data in a meaningful way.

Utilizing Templates for your Google Sheets Dashboards

One of the most efficient ways to get started with dashboards is by utilizing pre-existing templates. Templates provide a structured framework and can significantly expedite the dashboard creation process. A pre-built dashboard helps gain time and experience with such tools and make you shine when you provide data and presentations to your stakeholders.  

Here at Dokin we have built free dashboards templates for you to easily get up and running. And the big plus is that you can use the Dokin add-on to power each dashboard with live data from your systems.

Getting started with one (or more!) of our templates is easy! (video tutorial here).

1) Visit our free templates page, browse the different options and select the template you want.

2) Once you click on the template, you will be redirected to its specific page. Click on "GET FREE TEMPLATE":

3) A Google Sheets preview will open, on the top right click on "USE Template".

A copy of the sheets template will be created in your drive and open automatically. Once the copy of the template will open, you will see a Dokin sidebar on the right, click on USE. This will launch the Dokin add-on.

You will see a connection to the system powering the dashboard (in the example Google Analytics), and powering a data tab marked by the "🔗" symbol.  Click on "Connect" to connect your own account.

Once you have done that, simply refresh the connection and see your dashboard come to life with data from your platforms!

Creating Sales and Marketing Dashboards with Dokin

Dokin is a no-code solution that syncs live data from sources like google ads, search console, HubSpot CRM, Salesforce, LinkedIn Ads, PostgreSQL and more with your Google Sheets. All your sales, marketing and operations data is in one place and updated live thanks to Dokin's ETL. All this makes Dokin a lightweight data warehouse available within your Google Drive, that allows you to gather all data in one place.

To help you get started we have created some free dashboard templates that pull live data from sources like GA4, HubSpot and Salesforce and that you can use to connect directly to your own data. The advantage of our dashboard templates compared to other templates available on the web is that ours are directly powered by live data coming from your systems, thanks to the Dokin live connector.

We are issuing 10 free google sheets dashboards. Here we are presenting our 6 firsts.

By the way, here at Dokin we also provide a service of custom dashboard building, so do not hesitate to get in touch if you have specific requests or feedback!

Free Marketing dashboards templates in Google Sheets

Some of our most requested dashboards are those that concern marketing kpi and website analytics. For this purpose, we have created some template dashboards that directly connect to your Google Analytics 4 data to track your web performance.

Some example of Google Sheets dashboard templates available for marketers:

Google Analytics - website metrics tracker

This Analytics dashboard template tracks website performance based on live data from your GA4. Use it to track metrics like new users, channels, bounce rate or click-through rate. This template for google sheets helps marketers track website traffic, behaviour flow and conversion data. To use the template, you just need to launch it, launch Dokin, connect Dokin to your GA4 account and refresh the connection. Your dashboard will be automatically fed with live data coming from your selected Google Analytics account. Try it out!

Google Analytics - eCommerce dashboard metrics tracker

This KPI dashboard template is ideal for tracking key metrics of your e-commerce performance. It uses the Dokin add-on to connect live data from your GA4 accounts. Use it to track sales, average revenue, sessions and more. Check it out!

Google Analytics - eCommerce comparator

This is an executive kpi dashboard that allows you to compare the performance of 2 different eCommerce sources. This ecommerce template helps you understand and compare performance between different e-commerce sources. It is particularly useful for marketing agencies, marketers and project management around ecommerce setups. Check it out!

Marketing Agency template

This template works as a control center for your marketing campaigns and initiatives. It helps you track CTR, CPC, ROI and more. It is fed with live data from channels like LinkedIn Ads, Google Ads and Facebook. The template is currently being built, but get in touch if you have suggestions or if you would like to be among the first users.

Free Sales dashboards templates in Google Sheets

Some of our most requested dashboards are those that concern Sales and pipeline performance. It's a sales management dashboard that can be used to monitor sales activity and track metrics like Pipeline value, time to close, sales team performance, win rate etc. These dashboards are particularly useful for RevOps teams, Sales directors, a project manager or CRO.

Some example of google sheets dashboard templates available for sales:

HubSpot Pipeline Analytics dashboard

This template uses the Dokin add-on to power the dashboard with live data coming from HubSpot CRM. It allows sales teams to overview their pipeline status over different periods, compare monthly sales and deals as well as find tips and trends for increasing sales. The template comes with a kpi tracking dashboard and the Dokin add-on incorporated within. The data sheet automatically updates with live data from your CRM, once you launch the template and connect Dokin with your HubSpot account. Check it out!

HubSpot win-loss dashboard

This template uses the Dokin add-on to power the dashboard with dynamic charts and live data coming from HubSpot CRM. It allows sales teams to overview pipeline performance over periods, track wins and losses and identify trends and points of improvement in their sales operations. The data tab can be set up to automatically update on a specific time basis with live data from your CRM. Check it out!

Salesforce Pipeline Analytics dashboard

This template is based on your Salesforce CRM data and uses the Dokin add-on to power the dashboard with live Salesforce data. It allows sales teams to overview their pipeline status over different periods, compare monthly sales and deals as well as find tips and trends for increasing sales. The template comes with a kpi tracking dashboard and the Dokin add-on incorporated within. The data sheet tab automatically updates and imports data live from your CRM, once you launch the template and connect Dokin with your Salesforce account. Check it out!

Conclusion

Google Sheets dashboards are a great way to track and present performance data. It's a task that may seem complex, but available templates, make it very easy to get going. Whether you are looking for a project tracking template, a marketing timeline template dashboard or a sales one, here at Dokin we have got you covered! If you are looking for a way to create dynamic dashboards that are powered by live data coming from your systems, check out our dashboards and get started with free, dynamic dashboards and data in Google workspace.

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Jacopo Proietti

Co-founder @Dokin
Jacopo, a co-founder of Dokin, boasts 8 years in finance, having worked as a finance manager at Ogury and head of Financial Planning and Control at BlaBlaCar.
His passion for data integration led to the creation of Dokin, a game-changer for modern business teams. With customizable templates and built-in data connections, Dokin allows modern CMOs and CFOs to streamlines data reporting across Google Workspace applications.

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