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B2B Sales Forecast Accuracy & Pipeline 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 forecast accuracy, pipeline stages, and win-rate KPIs for B2B deals. Free .xlsx with formulas.

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

Preview of the B2B Sales Forecast Accuracy & Pipeline Dashboard template

About this template

This sales dashboard brings together indicators like "Total Forecasted Revenue (YTD)", "Total Actual Revenue (YTD)" and "Average Forecast Accuracy" 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 monitor your B2B sales forecast accuracy, pipeline health, and win-rate performance across stages. Enter each opportunity with forecasted and actual revenue, close dates, and status to compare projected versus realized results. The KPIs and charts update based on your inputs, helping you refine forecasting by segment and stage. Review results regularly to adjust pipeline assumptions, coach reps, and improve revenue predictability.

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 Forecasted Revenue (YTD)" and "Total Actual Revenue (YTD)"
Make faster decisions based on "Average Forecast Accuracy"
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 Forecasted Revenue (YTD)
Total Actual Revenue (YTD)
Average Forecast Accuracy
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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