Inside Sales Cadence & Conversion Pipeline Dashboard — Excel spreadsheet template to download
Plan outreach cadences, track lead-to-opportunity conversion, and monitor pipeline health
Sales · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This sales dashboard brings together indicators like "Monthly New Qualified Opportunities", "Lead-to-Opportunity Conversion Rate" and "Active Pipeline Value" 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 plan and track your inside sales cadences from first touch to closed deal, while monitoring lead-to-opportunity conversion and pipeline health. Enter each lead, its cadence stage, and activity metrics, and update status as it progresses through the funnel. The dashboard aggregates total outreach, conversion rates, and pipeline value by rep and channel so you can spot bottlenecks and rebalance activity. Review KPIs weekly to refine cadences, improve response times, and prioritize high-value opportunities.
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 "Monthly New Qualified Opportunities" and "Lead-to-Opportunity Conversion Rate"
- Make faster decisions based on "Active Pipeline Value"
- Compare your sales without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Monthly New Qualified Opportunities
- Lead-to-Opportunity Conversion Rate
- Active Pipeline Value
- 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 × 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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