B2B Sales Pipeline Velocity & Conversion Dashboard
Track deal speed, stage conversion, and pipeline health for account executives. Free .xlsx with formulas.
Sales · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This sales dashboard brings together indicators like "Total Open Pipeline Value", "Average Sales Cycle Length (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 individual B2B opportunities from first contact to closed-won or closed-lost, and monitor your pipeline velocity and stage conversion rates. Enter each deal with its key dates, values, owner, and current stage to automatically summarize velocity, win rate, and average deal size. Review the KPIs and bar comparison to identify bottlenecks, high-performing segments, and realistic revenue expectations. Update the data regularly to keep your sales forecast and performance indicators accurate and up to date.
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 "Average Sales Cycle Length (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
- Average Sales Cycle Length (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
- 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.
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