Example dashboard

Sales pipeline

An interactive example dashboard built from a 220-opportunity pipeline export: open and closed deal value, weighted pipeline and average deal size by stage, region, owner and product. The same workbook the sales dashboard KPIs guide is written around.

Built from sales-pipeline.csv (11 columns: Created date, Customer, Stage, Region, Product, Owner, Segment, Lead source, Deal value, Weighted value, Close date). Every number shows how it was calculated.

• Open pipeline value, weighted pipeline and average deal size.
• Deal value by stage, by region and by owner, each a filter for the rest of the board.
• Pipeline created per week from the created-date column, and expected closes from the close date.