B2B Account-Level Sales & Renewal Risk Dashboard — Excel spreadsheet template to download
Track sales activity, pipeline health, and renewal risk by key account
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.
Released under the CC0 license (public domain): download, edit and use it freely — including commercially — 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)