About this template
This template gives you a CRM dashboard with a fixed sidebar, 4 KPI cards tracking $391K total pipeline, 8 deals in progress, 34% win rate, and $43.4K average deal size. The centerpiece is a 5-stage horizontal Kanban pipeline board (Lead, Qualified, Proposal, Negotiation, Closed Won) with color-coded deal cards showing company, contact, value, and recency. A recent activity timeline feed displays deal movements, contact additions, and task completions. The sidebar shows a top-5 contacts list with status badges. Dedicated contacts and deals pages provide full list views with search and filtering.
Your relationships are your greatest asset — manage them your way. Rename the pipeline stages to match your sales process, add custom fields, change the KPI metrics. Panda tailors this CRM to exactly how you and your team close deals.
CRM Dashboard
Sales pipeline, contacts, deals, and activity.
Used by 8 creators
Key Highlights
5-Stage Sales Pipeline
Kanban board with Lead, Qualified, Proposal, Negotiation, and Closed Won columns with deal cards.
Deal Metrics
4 KPI cards tracking $391K pipeline value, 8 deals in progress, 34% win rate, and $43.4K avg deal size.
Activity Timeline
Real-time feed showing deal movements, contact additions, closed deals, and task completions.
Contact Management
Top contacts sidebar with status badges and full contacts page with search and status filters.