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B2B Quote-to-Close & Discount Impact Dashboard

Track conversion, discount impact, and sales productivity across your B2B pipeline. Free .xlsx with formulas.

Sales · dashboard · CC0 public domain · Built by Sheetly AI

Preview of the B2B Quote-to-Close & Discount Impact Dashboard template

About this template

This sales dashboard brings together indicators like "Quote-to-Close Conversion Rate", "Average Discount on Won Deals" and "Total Quoted Revenue (YTD)" 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 leaders track quote-to-close conversion, discount impact on margins, and individual rep productivity. Enter each quote with its key details, including dates, values, discounts, and outcomes, to automatically summarize performance. Use the KPIs and comparison bars to spot trends in conversion rates, discount levels, and revenue contribution by segment or rep. Update the file weekly or monthly to keep a current view of sales effectiveness.

Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.

Use cases

Visualize indicators like "Quote-to-Close Conversion Rate" and "Average Discount on Won Deals"
Make faster decisions based on "Total Quoted Revenue (YTD)"
Compare your sales without building the spreadsheet from scratch
Edit the entries in the Data tab and watch the dashboard recalculate automatically

Key features

Quote-to-Close Conversion Rate
Average Discount on Won Deals
Total Quoted Revenue (YTD)
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 37 rows × 7 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.

Download the .xlsx free

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