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B2B Sales Opportunity Pipeline & Forecast Dashboard — free Excel template

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 B2B opportunities, weighted pipeline, and rep performance in one place

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

Preview of the B2B Sales Opportunity Pipeline & Forecast Dashboard — free Excel template template

About this template

This sales dashboard brings together indicators like "Total Open Pipeline Value", "Weighted Forecast (Next 90 Days)" 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 track B2B sales opportunities from initial contact through closing while monitoring weighted pipeline and rep performance. Enter each opportunity as a row with dates, amounts, stages, and probabilities. The KPIs and charts summarize total pipeline value, weighted forecast, win rate, and active deal count by rep and stage. Update the data regularly to keep your forecast accurate and support weekly pipeline reviews.

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 Open Pipeline Value" and "Weighted Forecast (Next 90 Days)"
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 Open Pipeline Value
Weighted Forecast (Next 90 Days)
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
39 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 × 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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