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The title slide and first slides of the Sales Pipeline Dashboard template

Sales Pipeline Dashboard

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
3
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every slide (3)

Overview

The Sales Pipeline Dashboard follows each deal from first lead through qualification, proposal and negotiation to won or lost. The Deals tab records the company, owner, stage, deal value, your probability for the deal and the expected close date. Weighted value is worked out from value and probability. The Dashboard shows the weighted open pipeline, won value, win rate and charts by stage and by owner.

The file comes with sample data for twelve deals, so you can see how it works. Make a copy, replace the sample rows with your own deals, and the totals, win rate and charts update on their own.

Useful for

  • Forecasting how much revenue the open deals may bring in
  • Reviewing each salesperson's open and won value in a weekly meeting
  • Spotting deals stuck at the same stage for too long

What's included

  • 3 tabs: Dashboard, Deals, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Deals: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Deals tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Sales Pipeline Dashboard template free?

Yes. The Sales Pipeline Dashboard template is free to download, copy and use for your own sales team.

Does it work in Excel?

Yes. Download the .xlsx file and open it in Microsoft Excel. The formulas, dropdowns, colour-coded stages and charts work in Excel as well as in Google Sheets.

How is the weighted value calculated?

Weighted value is the deal value multiplied by its probability. You set the probability for each deal, from 0% to 100%. The dashboard adds up the weighted value of open deals only.

  • #pipeline
  • #sales-pipeline
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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