# Sales Dashboard Template

> A plug-and-play weekly dashboard covering pipeline, activity, and forecast on a single spreadsheet tab, no BI tool required.

Free template for sales managers. Topic: [Metrics, Analytics & RevOps](https://www.peerlab.ai/library/topic/metrics-analytics-revops/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/sales-dashboard-template/

## How to use it

Rebuild the four zones as one tab in your spreadsheet tool of choice, wire the formulas to a weekly CRM export, and review it live in your Monday pipeline meeting instead of building slides.

## What's inside

- Four-zone single-tab layout: Pipeline, Activity, Forecast, Leaderboard
- Pipeline health metrics table with formulas (coverage, new pipeline, stale count)
- Activity metrics table with formulas (calls, emails, meetings, ratio)
- Forecast metrics table with formulas (Commit, Best Case, quota attainment, gap)
- Rep leaderboard table with red/yellow/green flag logic
- Conditional-formatting rules to build into the sheet
- Weekly Monday update checklist
- Copy-paste spreadsheet formula reference block

**Purpose:** One tab, refreshed weekly, that a manager can scan in under two minutes before a pipeline review, no BI license required. Build this as a single spreadsheet tab with four zones.

## Zone 1, Pipeline Health (top-left)

| Metric | Formula | This Week | Last Week | Target |
|---|---|---|---|---|
| Total Open Pipeline (£) | Sum of open opportunity amounts | | | |
| Pipeline Coverage | Open Pipeline ÷ Quarter Target | | | 3.5x |
| New Pipeline Created (this week) | Sum of opportunities created this week | | | |
| Pipeline by Stage (mini table) | Count + £ per stage | | | |
| Stale Opportunities (21+ days no activity) | Count | | | 0 |

## Zone 2, Activity (top-right)

| Metric | Formula | This Week | Last Week | Target |
|---|---|---|---|---|
| Calls logged | Count | | | |
| Emails sent | Count | | | |
| Meetings booked | Count | | | |
| Meetings held | Count | | | |
| Activity-to-Meeting Ratio | Activities ÷ Meetings Booked | | | |
| New opportunities created | Count | | | |

## Zone 3, Forecast (bottom-left)

| Metric | Formula | This Week | Last Week |
|---|---|---|---|
| Commit (£) | Sum of Commit-category deals | | |
| Best Case (£) | Sum of Best Case-category deals | | |
| Closed-Won month-to-date (£) | Sum of closed-won this month | | |
| Quota Attainment % | Closed-Won MTD ÷ Monthly Quota | | |
| Gap to Quota (£) | Monthly Quota − Closed-Won MTD | | |
| Days left in period | Date formula | | |

## Zone 4, Rep Leaderboard (bottom-right)

| Rep | Open Pipeline (£) | Activities (week) | Meetings Held | Closed-Won MTD (£) | Quota Attainment % | Flag |
|---|---|---|---|---|---|---|
| | | | | | | |
| | | | | | | |

**Flag column logic:**
- Red = Quota Attainment < 50% with fewer than 10 days left in period
- Yellow = Pipeline Coverage below 3x for the rep's remaining target
- Green = On pace (Quota Attainment ≥ days-elapsed % of period)

## Conditional formatting rules to build in

- [ ] Stale Opportunities cell turns red if count > 5
- [ ] Pipeline Coverage cell turns red if below 3.0x
- [ ] Activity-to-Meeting Ratio turns yellow if it worsens by >20% week-over-week
- [ ] Quota Attainment column color-scales from red (0%) through yellow (50%) to green (100%+)

## Weekly update checklist (every Monday before the pipeline review)

- [ ] Refresh all pipeline and activity pulls from the CRM export
- [ ] Confirm stale opportunity count matches the CRM Hygiene Audit Checklist flags
- [ ] Update "Last Week" columns by copying current "This Week" values before overwriting
- [ ] Check every red flag has an owner and an explanation before the team meeting
- [ ] Export the tab for the weekly leadership update if required

## Formula reference (for building the live spreadsheet)

```
Total Open Pipeline = SUMIF(Stage <> "Closed Won", "Closed Lost", Amount)
Pipeline Coverage = Total Open Pipeline / Quarter Target
Activity-to-Meeting = SUM(Calls, Emails) / COUNT(Meetings Booked)
Quota Attainment % = Closed-Won MTD / Monthly Quota
Stale Opportunities = COUNTIFS(Stage <> Closed, Last Activity Date < TODAY()-21)
```