Sales Dashboard Template
A plug-and-play weekly dashboard covering pipeline, activity, and forecast on a single spreadsheet tab, no BI tool required.
What's inside
- Four-zone single-tab layout — Pipeline, Activity, Forecast, Leaderboard
- Pipeline health metrics table with formulas (coverage, new pipeline, stale count)
- Activity metrics table with formulas (calls, emails, meetings, ratio)
- Forecast metrics table with formulas (Commit, Best Case, quota attainment, gap)
- Rep leaderboard table with red/yellow/green flag logic
- Conditional-formatting rules to build into the sheet
- Weekly Monday update checklist
- Copy-paste spreadsheet formula reference block
Purpose: One tab, refreshed weekly, that a manager can scan in under two minutes before a pipeline review — no BI license required. Build this as a single spreadsheet tab with four zones.
Zone 1 — Pipeline Health (top-left)
| Metric | Formula | This Week | Last Week | Target |
|---|---|---|---|---|
| Total Open Pipeline (£) | Sum of open opportunity amounts | |||
| Pipeline Coverage | Open Pipeline ÷ Quarter Target | 3.5x | ||
| New Pipeline Created (this week) | Sum of opportunities created this week | |||
| Pipeline by Stage (mini table) | Count + £ per stage | |||
| Stale Opportunities (21+ days no activity) | Count | 0 |
Zone 2 — Activity (top-right)
| Metric | Formula | This Week | Last Week | Target |
|---|---|---|---|---|
| Calls logged | Count | |||
| Emails sent | Count | |||
| Meetings booked | Count | |||
| Meetings held | Count | |||
| Activity-to-Meeting Ratio | Activities ÷ Meetings Booked | |||
| New opportunities created | Count |
Zone 3 — Forecast (bottom-left)
| Metric | Formula | This Week | Last Week |
|---|---|---|---|
| Commit (£) | Sum of Commit-category deals | ||
| Best Case (£) | Sum of Best Case-category deals | ||
| Closed-Won month-to-date (£) | Sum of closed-won this month | ||
| Quota Attainment % | Closed-Won MTD ÷ Monthly Quota | ||
| Gap to Quota (£) | Monthly Quota − Closed-Won MTD | ||
| Days left in period | Date formula |
Zone 4 — Rep Leaderboard (bottom-right)
| Rep | Open Pipeline (£) | Activities (week) | Meetings Held | Closed-Won MTD (£) | Quota Attainment % | Flag |
|---|---|---|---|---|---|---|
Flag column logic:
- Red = Quota Attainment < 50% with fewer than 10 days left in period
- Yellow = Pipeline Coverage below 3x for the rep's remaining target
- Green = On pace (Quota Attainment ≥ days-elapsed % of period)
Conditional formatting rules to build in
- Stale Opportunities cell turns red if count > 5
- Pipeline Coverage cell turns red if below 3.0x
- Activity-to-Meeting Ratio turns yellow if it worsens by >20% week-over-week
- Quota Attainment column color-scales from red (0%) through yellow (50%) to green (100%+)
Weekly update checklist (every Monday before the pipeline review)
- Refresh all pipeline and activity pulls from the CRM export
- Confirm stale opportunity count matches the CRM Hygiene Audit Checklist flags
- Update "Last Week" columns by copying current "This Week" values before overwriting
- Check every red flag has an owner and an explanation before the team meeting
- Export the tab for the weekly leadership update if required
Formula reference (for building the live spreadsheet)
`` Total Open Pipeline = SUMIF(Stage <> "Closed Won", "Closed Lost", Amount) Pipeline Coverage = Total Open Pipeline / Quarter Target Activity-to-Meeting = SUM(Calls, Emails) / COUNT(Meetings Booked) Quota Attainment % = Closed-Won MTD / Monthly Quota Stale Opportunities = COUNTIFS(Stage <> Closed, Last Activity Date < TODAY()-21) ``
How to use it
Rebuild the four zones as one tab in your spreadsheet tool of choice, wire the formulas to a weekly CRM export, and review it live in your Monday pipeline meeting instead of building slides.