B2B Account-Level Sales & Renewal Risk Dashboard
Track sales activity, pipeline health, and renewal risk by key account. Free .xlsx with formulas. Tracks Total Pipeline Value, Weighted Pipeline Value.
Sales · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This sales dashboard brings together indicators like "Total Pipeline Value", "Weighted Pipeline Value" and "Active Opportunities" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps B2B sales teams monitor account-level opportunities, activities, and renewal risk in one place. Enter each opportunity and renewal event with dates, amounts, stages, and risk ratings to keep your pipeline and renewals up to date. Use the KPIs and comparison bars to review overall performance, identify at-risk accounts, and prioritize follow-up. Update the data regularly to maintain an accurate view of pipeline health and renewal exposure.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Pipeline Value" and "Weighted Pipeline Value"
- Make faster decisions based on "Active Opportunities"
- Compare your sales without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Pipeline Value
- Weighted Pipeline Value
- Active Opportunities
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 rows × 8 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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