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B2B Sales Account Planning & Quota Coverage Dashboard

Q: Can I use this template commercially?

Yes. This template is released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Track key accounts, quota coverage, pipeline health, and win-rate KPIs in one view. Free .xlsx with formulas.

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

Preview of the B2B Sales Account Planning & Quota Coverage Dashboard template

About this template

This sales dashboard brings together indicators like "Total Annual Quota", "Pipeline Coverage vs Quota" and "Overall Win Rate" 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.

Use this template to plan and monitor B2B sales performance by key account, including quota coverage, active pipeline, and conversion rates. Enter each opportunity with its account, stage, expected close date, value, and outcome as deals progress. The summary KPIs and comparison chart are designed to highlight coverage versus quota and pipeline concentration across your top accounts. Update the data regularly to keep your account plans current and to steer focus toward at-risk quotas or underdeveloped accounts.

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 Annual Quota" and "Pipeline Coverage vs Quota"
Make faster decisions based on "Overall Win Rate"
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 Annual Quota
Pipeline Coverage vs Quota
Overall Win Rate
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 × 18 columns already laid out and formatted.
Built-in chart that updates with your numbers.

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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