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Dashboard template

Pipeline, wins and revenue, by rep and by month.

The one page a sales leader opens before the Monday pipeline review: what is in the pipeline, what closed, who is on target and which deals need a push this week.

Start from this templateWhat's on it
Revenue$2.4MDeals won312

Sales overview

Pipeline, wins and revenue at a glance.

A sales dashboard answers four questions in order: are we going to hit the number, where is the pipeline thin, who is behind and which deals need attention today. This template lays those out top to bottom so a sales leader reads it in two minutes and a rep can filter to their own patch.

It expects a CRM — Salesforce and HubSpot are the usual ones — plus a target sheet and, ideally, invoiced revenue from your accounting system so bookings and cash can sit side by side. Targets by rep and by month usually live in a spreadsheet; that is fine, connect the sheet.

Most teams show it on a screen in the Monday meeting, then schedule the same page as a PDF to the leadership group on Friday afternoon. The step-by-step version of this build is in our guide to building a sales dashboard.

  • Sales leaders who run a Monday pipeline review and want the list, not the slides.
  • Owners of 5–50-person sales teams who need one number for the board and a fair league table for the floor.
  • Reps who want their own pipeline and target on a phone without asking anyone to run a report.
The metrics

What a sales overview dashboard should show.

Each figure below is on the template from the first minute — rename, redefine or remove any of them.

Bookings vs target

Closed-won value this month and quarter against the target sheet, with the gap shown as a number, not a percentage.

Open pipeline

Total value of open deals by stage; the headline is the unweighted figure so nobody argues about probabilities.

Weighted pipeline

Open value multiplied by stage probability — the honest forecast next to the optimistic one.

Pipeline coverage

Open pipeline ÷ remaining target. Below 3× and the quarter is at risk before it has started.

Win rate

Deals won ÷ deals closed (won + lost), by rep and by lead source, over a rolling 90 days.

Average deal size

Closed-won value ÷ deals won, so a rising win rate on shrinking deals is caught early.

Sales cycle length

Median days from created to closed-won, by segment — the number that decides when to start pushing.

New logos

First-time customers won this period, separated from expansion so growth and farming are not mixed up.

The panels

The charts on the page, and the decision each one supports.

Pipeline by stage

A horizontal bar per stage with count and value. Shows where deals pile up and where they leak; decides which stage gets coaching time this week.

Bookings vs target by month

Bars for actual, a line for target, 13 months back. Makes seasonality obvious and stops one good month hiding a bad quarter.

Rep league table

Bookings, pipeline, win rate and activity per rep, ranked. Each rep sees only their own row; managers see the team.

Deals closing this month

A table of open deals with close dates inside the month, sorted by value, with last-activity date. The list the meeting actually works through.

Win and loss by source

Won vs lost by lead source and by loss reason. Decides where marketing spend and qualification effort should move.

Pipeline created vs closed

Weekly new pipeline against weekly closed value. When the created line dips, next quarter is already in trouble.

Where the numbers come from

Connect the systems you already run.

The template expects data like this. Connect it live or import it, relate the tables once, and every panel fills in.

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FAQ

Sales overview template questions.

Something else on your mind? Ask us directly — a person answers.

What should a sales dashboard include?

Bookings against target, open and weighted pipeline by stage, win rate, average deal size, sales cycle length and a list of deals closing this period. Keep it to one page and put the target gap at the top.

Can each rep see only their own deals?

Yes. A row-level rule on the owner column means every rep opens the same dashboard and sees only their deals, while managers see the team. The same rule applies to downloads and scheduled reports.

How often does the sales dashboard update?

CRM data is refreshed on the schedule you choose, typically hourly. Deals in a live-connected database update as soon as they change.

Can we start from this template and change it?

Yes. Pick it when you create a dashboard and it becomes an ordinary page you can rearrange, restyle and extend. Most teams add their own stages and a regional split within the first week.

Your sales overview dashboard, this week.

Bring your data and we'll set this template up on it live — then shape it around the questions you actually ask.

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