B2B Sales Opportunity Pipeline & Forecast Dashboard — free Excel template
Track B2B opportunities, weighted pipeline, and rep performance in one place
Sales · dashboard · CC0 public domain · Built by Sheetly AI
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): download, edit and use it freely — including commercially — 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.
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