Free template · 8 pages
Written by Hojabr Sattari, founder of PlanConversion, from programs run for ABB, KNIME and Nakisa. For CMOs, VPs of marketing, RevOps and marketing operations leaders.
Full-funnel pipeline dashboard spec: see every stage from first touch to revenue
Get the free template ↓Most marketing dashboards stop at leads, which is exactly where the CMO’s questions start. This specification lists the views, metrics and CRM fields a B2B marketing leader needs to see conversion rates between every stage, how fast deals move, which accounts are engaged and how much revenue each program produced, so you can answer the CRO and the board from one place.
- The six views every CMO dashboard needs
- Stage conversion rates and where to read the leaks
- Velocity: time between stages and what slows deals
- Account engagement next to pipeline
Written by Hojabr Sattari, founder of PlanConversion, from programs run for ABB, KNIME and Nakisa. For CMOs, VPs of marketing, RevOps and marketing operations leaders.What’s inside
Everything in the template
Practical and specific: questions, checks and decisions you can use in your next meeting, not theory.
Stage conversion rates and where to read the leaks
Velocity: time between stages and what slows deals
Account engagement next to pipeline
The CRM fields to fix before you build
Free preview
The six views
- Pipeline created and coverage against target.
- Conversion rate between every stage, by source and segment.
- Velocity: days between stages, and deals stalled past the norm.
- Target account engagement and pipeline in target accounts.
- Program efficiency: spend, opportunities and cost per opportunity.
- Revenue closed from sourced and influenced pipeline.
The full template
Full-funnel pipeline dashboard spec
The full template is locked
Fill in the short form to open it here, instantly.
Unlock the templateRelated service
RevOps and marketing operations
CRM, attribution, routing and dashboards your sales and finance teams trust.
Questions
About this template
HubSpot or Salesforce?
Both work. The spec lists the standard fields in each. Most fixes are field hygiene, not new tools.
Can PlanConversion build it?
Yes. We audit the fields, build the views in your CRM or BI tool, and present it with you monthly.
Also freeThe 2027 AI agent orchestration planWhy 2027 decides AI in marketing, with sourced numbers. The 12-month plan, stage by stage, with owners.Get the plan →Also freeHow to choose a B2B demand generation agency12 questions to ask before the first call. The 9 red flags that predict a bad agency fit.Get the guide →Also free10 Google Ads mistakes that cost B2B teams pipelineThe 10 mistakes, ranked by how much pipeline they usually cost. A 10-minute check for each one in your own account.Get the guide →
