Sales Dashboard Template
Revenue, pipeline and rep performance on one screen.
Paste your sales data and get a dashboard: revenue by month, by product and by region, win rate, average deal size and a leaderboard. Everything is driven by formulas over a table, so it refreshes when you add rows.
- Rating
- 4.9(1.7K)
- Monthly uses
- 224K
- Price
- Free
or drag it here
.xlsx, .csv · processed locally, never uploaded
Files stay on your device
What it does well
- Nine pre-built visuals covering trend, mix and performance
- Target versus actual with attainment percentage per rep
- Slicer-driven filtering by period, region and product
How to use Sales Dashboard Template
- 1
Download the template, or upload your data to have it pre-filled.
- 2
Map your columns to the expected fields.
- 3
Set the reporting period and targets.
- 4
Download the dashboard workbook.
Watch a walkthrough
Common problems and fixes
Charts are empty after pasting data.
The data was pasted below the table rather than into it. Paste onto the first data row so the table absorbs the new rows, then refresh.
Monthly grouping shows every date separately.
The date column is text. Convert it with the Date Formatter and the month grouping works.
Frequently asked questions
What people say
Fast, no signup wall, no watermark. I have sent the Sales Dashboard Template link to half my department.
Fast, no signup wall, no watermark. I have sent the Sales Dashboard Template link to half my department.
Small thing, but the error messages actually tell you what to fix. Sales Dashboard Template flagged a hidden character that had been breaking my lookups for weeks.
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