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Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.
Sales Pipeline
What is still open, which stage it sits in, and what it is worth weighted.
DashboardSalesAny industryWhat it needs from your data
| Needs | a revenue or money column, a category (~6 values) |
|---|---|
| Optional | dates for trends, 8 more |
What is on it
Pipeline shown above
- Value by stage Pareto chart
- Each rep's open book Stacked bar chart
- Where open deals came from Donut chart
- Size against cycle length Scatter plot
- Pipeline created over time Area chart
What's stalling shown above
- Drop-off through the funnel Funnel chart
- How long deals sit in each stage Box plot
- Confidence against age Scatter plot
- Weighted against gross by stage Combo chart
- Cycle length by rep Dumbbell chart
- Is the cycle getting longer? Area chart