How to Build a Lead Generation Dashboard

Why You Need a Lead Gen Dashboard

Without a dashboard, your lead generation is a black box. You know you are doing things, but you cannot see whether those things are working. A dashboard gives you a single view of your entire pipeline — from lead source to closed deal — so you can make smarter decisions.

Key Metrics for Your Dashboard

Your dashboard should answer these questions at a glance:

• How many new leads came in this week? (Lead volume)
• Where did they come from? (Lead source breakdown)
• How many have been contacted? (Outreach coverage)
• What is the reply rate? (Message effectiveness)
• How many meetings were booked? (Conversion rate)
• What is the pipeline value? (Revenue potential)
• How long does it take to convert? (Sales cycle length)

Building a Dashboard in Google Sheets

You do not need Tableau or Looker. Google Sheets handles this well for small teams.

1. Create a "Raw Data" tab. This is where all your leads live. Import CSV exports from Easy Email Finder and other sources here. Include columns for date added, source, status, and outcome.
2. Create a "Dashboard" tab. Use COUNTIF, SUMIF, and AVERAGEIF formulas to calculate your key metrics from the raw data tab.
3. Add charts. Insert a bar chart for leads by source, a pie chart for status distribution, and a line chart for leads added over time (Insert > Chart).
4. Use conditional formatting. Color-code metrics: green when targets are met, yellow for warning, red for underperformance.

Dashboard Layout

Organize your dashboard in three rows:

• Row 1 — Summary numbers: Total leads, leads contacted, replies received, meetings booked, deals closed. Use large fonts so these jump out.
• Row 2 — Charts: Lead source breakdown (bar chart), pipeline stage distribution (pie chart), weekly trend (line chart).
• Row 3 — Action items: Leads that need follow-up today, stale leads that have not been contacted, and high-priority prospects.

Upgrading to a CRM Dashboard

When you outgrow Google Sheets, most CRMs include built-in dashboards. HubSpot, Pipedrive, and Zoho all offer visual pipeline views with the same metrics. The advantage of a CRM dashboard is real-time updates — no manual data entry needed.

Getting Started

Start simple. Track just three metrics this week: new leads added, emails sent, and replies received. As you build the habit of measuring, expand your dashboard with more metrics and visualizations.

The foundation of any good dashboard is quality data. Use Easy Email Finder to generate leads with complete contact information, and your dashboard will always have accurate numbers to work with.