Customer pipelines, sales performance & business KPIs
KPI Dashboards and Sales Pipeline Trackers Bundle
Turn customer records and operating data into a clearer view of performance. Explore spreadsheet tools for sales pipelines, revenue targets, business scorecards, payroll, SaaS metrics and specialized portfolio or job analysis.
Explore everything included
Search all 13 templates or filter by tracking purpose. Open each listing for its features, demonstration and available formats.
Showing 13 templates
SaaS CFO Dashboard
A template for SaaS CFOs to easily track key metrics, featuring visuals and a streamlined database. Includes CaC, LTV, MRR, and more.
Use for: Monthly SaaS metrics such as MRR, churn, and customer acquisition, with year-to-date results and annual goals.
Payroll KPI
Single-tab payroll KPI tracker with a 12-period view, year-to-date totals and averages, visualizations, and budget-versus-actual comparisons for overtime hours, overtime spending and total payroll expense.
Use for: A 12-period payroll dashboard covering overtime, total payroll spending, and budget-versus-actual performance.
Customer Pipeline Management
Efficiently track customer stages, annual value, and manage leads. Enhanced with dynamic arrays for real-time insights. Proactive sales management.
Use for: A current customer pipeline with annual account values and separate views for each stage.
Sales Pipeline Management
Elevate your sales strategy with a versatile Excel template. Easy data entry, visualize your sales funnel, and gauge key metrics such as win rate.
Use for: Pipeline value and account counts by stage, plus gauges for win rate, deal size, and sales-cycle length.
Loan Tape Dashboard
Excel loan portfolio dashboard for importing loan-tape data, analyzing risk-rating cohorts and monthly origination trends, monitoring weighted average interest rates and defaults, and projecting future principal and interest receipts.
Use for: Loan portfolio risk cohorts, origination trends, defaults, interest rates, and projected principal and interest receipts.
KPI Scorecard with 12-month View
Excel KPI scorecard template for holistic business assessment. Monthly & annual grading across HR, logistics, conversions & financials.
Use for: Monthly and annual department scores using your own KPI thresholds and weights.
General Contractor KPI Dashboard
KPI dashboard for contractors: track average Gross Profit & Margin per job.
Use for: Quoted versus actual job results, gross profit, and gross margin, with filters by date and job type.
Sales Pipeline Revenue Forecasting
Revamped enterprise sales pipeline tracker: Predict 5-year revenues with varying contract lengths and renewal probabilities.
Use for: Five-year contract revenue scenarios based on contract values, terms, and assigned renewal probabilities.
Sales Tracker - Printable
Easy-to-use sales tracker for all businesses. Track & print monthly, YTD sales. Excel & Google Sheets versions available.
Use for: Monthly and year-to-date sales reports that can be printed, with Excel and Google Sheets versions.
Annual Sales Target
Effortlessly track mid-size contracts with this Google Sheets tool. Tailored dashboard & automated logic for seamless financial tracking.
Use for: Closed-contract billings, year-to-date progress, and remaining scheduled billings against an annual sales target.
Original KPI Dashboard
Track salespeople, invoices, paid and outstanding revenue, product/service types and client performance with a reusable sales KPI dashboard.
Use for: Invoice totals, paid and outstanding revenue, and sales performance by representative, client, or product type.
Sales Pipeline Tracker
Streamline your CRM with a one-time purchase Excel template. Track sales pipeline changes, visualize performance, & minimize human error.
Use for: Dated pipeline gains and losses, contract wins, and salesperson performance over selected periods.
Car Salesperson Tracker
Advanced tracking template for car salesmen! Monitor performance, appointments, win rates, and insights across car types.
Use for: Customer pipeline, appointments, follow-ups, and sales performance reports; a Google Sheets version is included.
No exact match found
Try a broader workflow or keyword, or clear the search and filters.
Input fields, reporting periods, dashboards, forecasting features and Excel or Google Sheets availability vary by template. Reports respond to the data you enter or import into the relevant spreadsheet. Review the product page to match the tool to your workflow.
From daily records to a useful performance review
Start with the question you need to answer, then choose the spreadsheet designed to organize and report the relevant data.
Choose what to measure
Decide whether you need to follow customer stages, review sales results, compare operating KPIs or analyze a specialized business dataset.
Enter consistent records
Set up the fields and assumptions supported by your chosen template, then add the customer, sales, invoice, payroll or other records it uses.
Read the available reports
Use the template's dashboard to review performance, trends or comparisons. For forecasting tools, check how the assumptions affect projected revenue.
Keep the review current
Update the underlying records on a regular schedule and use the results to guide follow-ups, investigate changes and revisit your targets.
This bundle is a strong fit if...
You need several ways to review sales and business performance, or want a collection of spreadsheet starting points for different teams and clients.
An individual template may be enough if...
You have one defined reporting need and a single tool covers the records, measures and output format you want.
Make the numbers useful
A dashboard starts with a clear business question.
Choose the records and measures that help you understand performance, then build a consistent routine for reviewing them.
Frequently asked questions
Choose the right template for the records you maintain and the decisions you want to support.
How do the sales pipeline templates differ?
Customer Pipeline Management is the 6-Stage Sales Pipeline Tracker for a snapshot of customers by their current stage and annual account value. Sales Pipeline Management adds funnel and gauge visuals for stage values, win rate, deal size and sales-cycle measures. Sales Pipeline Tracker is the original Sales Pipeline / CRM for Excel, which records dated pipeline movements, wins, losses and salesperson performance. Review the demonstrations to compare their fields and reports. The Car Salesperson Tracker adds a workflow focused on vehicle sales, appointments and salesperson performance.
Which template helps with revenue forecasts or sales targets?
Sales Pipeline Revenue Forecasting uses contract terms and assigned renewal probabilities to simulate different five-year revenue outcomes, with randomized renewal results. Annual Sales Target tracks scheduled billings from closed contracts and the gap to your annual goal; its schedule reflects contract dates and terms, rather than cash collections. Sales Tracker - Printable provides monthly and year-to-date sales reporting in a format designed for printing. Choose based on whether you need a forecast, goal tracking or a sales report.
How does the KPI Scorecard differ from the Original KPI Dashboard?
KPI Scorecard with 12-month View uses your thresholds and weights to grade areas such as HR, logistics, conversions and financial performance monthly and annually. Original KPI Dashboard works with sales and invoice records to review salespeople, paid and outstanding revenue, product or service types and clients. The scorecard supports a broader business assessment; the original dashboard provides sales and invoice performance analysis.
Which tools cover SaaS, payroll, loans and contracting?
The included SaaS CFO Dashboard uses monthly operating data to track metrics such as customer acquisition cost, lifetime value and monthly recurring revenue, with year-to-date comparisons against goals. Payroll KPI compares payroll measures with budgets over a 12-period view. Loan Tape Dashboard analyzes existing loan portfolio records, risk cohorts and projected principal and interest receipts. General Contractor KPI Dashboard compares quoted and actual job results, including gross profit and margins. Each uses inputs and reports suited to that activity.
How are the reports updated, and which spreadsheet formats are available?
Enter or import the relevant records into your chosen spreadsheet and follow its setup instructions. Its calculations and reports use those records, so keeping the source data current is part of the workflow. Excel and Google Sheets availability, supported features and any version requirements vary by template; check the linked product description and demonstration before choosing.
Can I buy one template, and how is the bundle delivered?
Yes. Each listing links to its individual product page if you only need one template. The bundle is downloadable after purchase. If you purchase on a phone, you can use the emailed download link later on a desktop or laptop that supports the relevant spreadsheet files.
One-time purchase
Get the KPI Dashboards and Sales Pipeline Trackers Bundle.
Download all 13 templates to organize customer activity, review business performance and build a more consistent reporting routine.
