SmartHelping / Sales Pipeline Management / Excel
Sales Pipeline Dashboard: Funnels & Gauges
See where accounts stand in your sales process. Track opportunity value and account counts by stage, review five KPI gauges, and compare modeled conversions with actual results in a separate conversion-funnel tool.
The template is available to download immediately after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See how account data becomes a visual pipeline dashboard.
One place to enter pipeline account data
Record the details that explain where each account stands.
Use the pipeline data-entry tab to record incoming accounts, payment cycles, account stages, pipeline-entry dates, closing dates, and won or lost outcomes.
Enter potential accounts
Add account details on the pipeline data-entry tab, including payment cycle, stage, and the date the account entered the pipeline.
Update stages and outcomes
Maintain the account's stage as the sales process progresses. Record closing dates and whether closed accounts were won or lost.
Review the dashboard
The pipeline funnels update from your account entries. Review the distribution of account value and counts alongside the five KPI gauges.
Stages cover pipeline entry, accounts tabled for later, opportunities, proposals, follow-up, sales pending, and closure.
Two views of the same pipeline
Compare the value and number of accounts at each stage.
Pipeline value funnel
See the total value of accounts in each stage of the sales pipeline. The chart updates from the pipeline data you enter.
Account count funnel
See how many accounts sit in each stage, giving you a second view of where opportunities are concentrated.
Five gauges with ranges you control
Review pipeline size, win rate, and sales-cycle length.
Each gauge presents a key pipeline measure. Adjust the gauge sections through predefined inputs on the Validation tab to reflect your own performance ranges.
Total opportunities
Review the number of opportunities in the pipeline.
Total opportunity value
Review the total value of the opportunities in the pipeline.
Average opportunity size
Review the average dollar value of an opportunity.
Win rate
Review the pipeline's win-rate measure based on the account data entered.
Average sales-cycle length
Review the average length of the sales cycle.
Adjustable gauge sections
Change the values and relative sizes of the gauge sections on the Validation tab to define what poor, acceptable, and good performance mean for your pipeline.
Separate conversion-funnel tool
Compare the conversions you planned with the results you entered.
An additional tab provides conversion-funnel calculations and visuals for both modeled and actual results, separate from the main sales pipeline dashboard.
Modeled conversion funnel
Enter total traffic and conversion assumptions for subscribers from traffic, leads from subscribers, proposals from leads, and sales from leads.
Actual conversion funnel
Enter your actual conversion results and compare their funnel visualization with the modeled funnel.
Account stages & conversion performance
Use each view to answer a different sales question.
The main dashboard shows where accounts currently sit in the pipeline and how much value each stage holds. The additional conversion-funnel tab helps you compare your conversion assumptions with actual results.
More SmartHelping sales tools
Explore the sales pipeline template collection.
Questions before you start
A few useful details.
Where do I enter account information?
Use the pipeline data-entry tab for account details, including payment cycles, stage, entry date, closing date, and won or lost outcome.
What do the two pipeline funnels show?
One shows the total value of accounts at each stage. The other shows the number of accounts at each stage. They update from the account data entered in the template.
Which KPI gauges are included?
The five gauges show total opportunities, total opportunity value, average opportunity size, win rate, and average sales-cycle length.
Can I change the gauge ranges?
Yes. Predefined inputs on the Validation tab let you change each gauge section's values and relative size to fit your own performance ranges.
How does the conversion-funnel comparison work?
A separate tab lets you enter conversion assumptions and actual conversion results. Funnel visuals show both sets of results for comparison. This is an additional tool alongside the main pipeline dashboard.
Is this useful for an individual salesperson?
Yes. The template can be used by one person or for a sales team's pipeline review.
How do I receive the template?
The Excel template is available to download immediately after the $45 USD one-time purchase. Contact SmartHelping if you have a question before purchasing.
See where your opportunities stand
Bring your sales pipeline into view.
Review account value, stage counts, and key sales metrics in one Excel dashboard.
