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SMB Sales Pipeline & Rep Performance Dashboard — Excel template with real formulas

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 stage conversion, forecast accuracy, and win-rates across your sales team

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

Preview of the SMB Sales Pipeline & Rep Performance Dashboard — Excel template with real formulas template

About this template

This sales dashboard brings together indicators like "Total Pipeline Value", "Overall Win Rate" and "Forecast Accuracy" 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.

This template helps SMB sales leaders track pipeline stage conversion, forecast accuracy, and rep win-rates in one view. Enter opportunity-level details such as stage, amount, close date, and forecast category to automatically summarize team performance. Use the KPIs and comparison bars to identify coaching opportunities and refine your forecasting process. Update the data regularly to maintain a reliable view of current pipeline health and rep effectiveness.

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 Pipeline Value" and "Overall Win Rate"
Make faster decisions based on "Forecast Accuracy"
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
Overall Win Rate
Forecast Accuracy
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.

Download the .xlsx free

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