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B2B Sales Rep Activity & Pipeline Health Dashboard

Track rep activity, pipeline quality, and quota attainment for B2B teams. Free .xlsx with formulas. Tracks Total Pipeline Value, Closed Won Revenue YTD.

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

Preview of the B2B Sales Rep Activity & Pipeline Health Dashboard template

About this template

This sales dashboard brings together indicators like "Total Pipeline Value", "Closed Won Revenue YTD" 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 monitor individual B2B sales rep activity, pipeline health, and progress toward quota on a monthly basis. Enter each opportunity with its key details, including rep, stage, value, and dates, to populate the dashboard metrics. Review KPIs to identify top performers, spot stalled deals, and rebalance territories. Update the data regularly to maintain an accurate view of team performance and forecasted revenue.

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 Pipeline Value" and "Closed Won Revenue YTD"
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 Pipeline Value
Closed Won Revenue YTD
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 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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