Do I need Excel, or will this work in Google Sheets?

Both work. Every template is an Excel file that opens in Microsoft Excel (2016 or newer) and in free Google Sheets. The setup guide included with your download shows you how to open it in either one, on a computer or your phone.

How do I get my files after I buy?

Right after you check out, Etsy sends you a download link by email. You can also find your files anytime under You > Purchases and reviews on Etsy. Nothing is mailed. Start with the PDF setup guide; it walks you through opening the spreadsheet.

What if I need help, or the formulas aren't working?

Send me a message on Etsy and I'll help you sort it out, usually within a day. Most formula problems happen when a calculated cell gets typed over by accident. The grey and green cells hold formulas, so only type in the yellow cells. If something does break, you can download a fresh copy anytime from You > Purchases and reviews and copy your bills back in. It also helps to tell me whether you're using Google Sheets or Excel, and to include a screenshot if you can.

Is this financial or tax advice?

No. These templates help you organize and understand your numbers. They are not financial, tax or accounting advice, and results depend on the information you enter. For decisions about taxes or investments, please check with a qualified professional.

Report this item to Etsy

Sales Pipeline Tracker and KPI Scorecard Dashboard, CRM Spreadsheet for Excel and Google Sheets

Name: Sales Pipeline Tracker and KPI Scorecard Dashboard, CRM Spreadsheet for Excel and Google Sheets
Brand: LavontryxSolutions
SKU: 4593504375
Price: 24.99 USD
Availability: InStock

Price:$24.99

LavontryxSolutions

You can only make an offer when buying a single item

Highlights

Designed by LavontryxSolutions
Digital download
Digital file type(s): 1 PDF, 1 other file

See your forecast, your win rate, and which deals matter most.

The Sales Pipeline & KPI Dashboard turns a simple deal list into an executive view of open pipeline, weighted forecast, win rate and quota progress. Dark, executive-style, and built to be read in seconds.

WHAT YOU GET
- Executive dashboard: KPI cards, pipeline by stage and biggest open deals
- Weighted forecast using your own stage probabilities
- KPI scorecard: win rate, deal size, sales cycle and coverage vs targets
- Smart signals: OK, WATCH and ALERT chips
- Deals sheet with 250 rows and stage dropdown
- Plan sheet: targets, stages, probabilities and monthly quota
- Start Here sheet and a PDF setup guide

HOW IT WORKS
1. Set your plan (targets, stages, quota)
2. Add your deals and move them through stages
3. Read the forecast and scorecard

Everything recalculates with formulas. No macros. Works in Microsoft Excel 2016+ and Google Sheets.

SAMPLE DATA: A fictional company is included so you can see it working. Clear it and add your own.

INSTANT DOWNLOAD: Excel file (.xlsx) and PDF guide. Nothing is shipped.

NOTE: Figures are based on your own entries and are not financial, tax or accounting advice. Personal/business use by the purchaser; no resale or redistribution.

AI DISCLOSURE: This template was designed with the help of an AI generator and reviewed by a person.

Lavontryx Solutions

Instant Download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

Everett

Owner of LavontryxSolutions

Following Follow shop

Message Everett

Everett

LavontryxSolutions ·

United States

No reviews yet

0 sales

New on Etsy

Following Follow shop

Message seller

Following Follow shop

Message seller

More from this shop

Visit shop

Be the first to leave a review

Help this shop grow by ordering and sharing your feedback. Plus, shop confidently with Etsy Purchase Protection.

Learn more

Explore related searches

Compound Interest

Listed on Oct 11, 2026

Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates

Sales Pipeline Tracker and KPI Scorecard Dashboard, CRM Spreadsheet for Excel and Google Sheets

Item details

Highlights

Delivery

Did you know?

FAQs

Meet your sellers

More from this shop

Invoice and AR Aging Dashboard, Excel and Google Sheets Template (Instant Download)

Small Business Cash Flow Dashboard, 12-Month Forecast and Runway Tracker (Excel and Google Sheets)

Profit & Loss Dashboard, Budget vs Actuals Tracker (Excel, Google Sheets)

Business Finance Bundle, Cash Flow, P&L, Invoice Tracker and Sales Pipeline Excel Dashboards

Be the first to leave a review

You may also like

CRM KPI Dashboard Template, Customer Tracking, Sales Performance & Metrics, Excel Spreadsheet for Business Analytics

Sales Pipeline Excel Template | Lead & Deal Tracker Dashboard | Pipeline Value, Won Lost, Top Companies | Sales Funnel Spreadsheet

Sales KPI Dashboard Template, Excel Sales Metrics Tracker, Performance Report Tool

Sales Dashboard Excel Template | Revenue, Profit, Conversion Rate, Pipeline Funnel | YTD Goal Tracker | Multi-Language Sales KPI

Advanced CRM Sales Dashboard Excel Template | Project Profitability & Pipeline Tracker

KPI Tracker, KPI Dashboard Google Sheets & Excel, Small Business Spreadsheet, Business Scorecard Template, Sales Tracker

CRM KPI Dashboard Excel Template

Sales Pipeline Excel Template – Track Every Lead from First Contact to Closed Deal

Inventory and Sales Dashboard Excel | Warehouse Stock Tracker, Product Sales Report, Small Business KPI

Manufacturing KPI Dashboard: Excel Report Template

Sales CRM Excel Template: Financial Dashboard & Sales Funnel

Sales KPI Dashboard: Excel Management Template

Shoppers with similar taste loved these

Multiple Meeting Notes Tracker Template for Google Sheets & Excel | Meeting Minutes | Meeting Agendas | 1-on-1 Reviews | Project Meeting

1:1 Meeting Template Bundle | First Time Manager Toolkit | Employee Development Planner | Coaching & Performance Review Templates | Editable

Team Meeting Toolkit | Agenda, Action Tracker, Alignment Planner (10 Templates)

Meeting Notes Excel Template | Agenda | Minutes | Action List

Sales Manager Toolkit | 1:1 Meeting Templates | Coaching Framework | Performance Review | Team Meeting Agenda | GROW Model

Recurring Meeting Template | Minutes, Agenda & Action Itemlist Tracker | Google Sheets

Project Management Tool for Small Business Project Planner Task Tracker To-Do List Template Gantt Chart Business Planner Kanban Board Excel

Kanban Board w/ Task Tracker for Small Business Project Planning To-Do List Project Template Task Checklist Small Business Planner Excel

Team Manager's 4in1 Pack: Excel Tools | Comprehensive Workflow Suite

Multi Project Planner Pro Management Dashboard | Excel Gantt Timeline & Kanban Board | Task Manager | Project Manager | Planner Spreadsheet

Productivity Planner Bundle Small Business To-Do List Template Task Tracker Project Management Spreadsheet Work Planner Google Sheets Excel

Gantt Chart Small Business Project Planner Google Sheets Excel Task Tracker Project Management Project Timeline Automated Business Planner

Explore related searches