Sales Dashboard (Excel): Pipeline, Quota, Forecast and Commission

Revenue against quota, where deals leak, which reps and sources win, and a forecast you can check against what really closed.

What is inside

• Forecast Call: next month by rep: commit, best case, pipeline, each rep's own call and the gap to quota; the leaderboard; commission with a decelerator, accelerator and cap; how past calls turned out.
• Dashboard: headline, 6 KPI cards, stage funnel, won vs quota, pipeline bridge, rep quadrant, win rate by source and segment, lost revenue by reason, deals to chase.
• Weekly Forecast: one A4 page for one week.
• KPI Scorecard: 39 KPIs with target, status and a 12-month trend line.
• Pipeline & Forecast, Chart Library (16 charts), Advanced Analytics (11 methods: cohorts, forecast with a 95% band, win drivers and more).
• Data tabs: Deals, Activities, Quotas, Customers, Reps, Settings.

Who it is for

• Sales leaders, sales managers and owners of B2B companies with 3 to 50 reps.

Format

• One ZIP: the Excel workbook (.xlsx) + a PDF user guide.
• Needs Excel for Microsoft 365, Excel 2024 or Excel for the web (free at office.com). Excel 2019 / 2016 and Google Sheets cannot run its formulas.
• No macros, no add-ins. Windows and Mac.
• Comes with fictional sample data: replace it with yours in the data tabs.
• Instant download after payment.