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Sales dashboard template

A free sales dashboard template for tracking pipeline, stage conversion, win rate, deal velocity, forecast, and rep performance.

7 dashboard blocks Number, Funnel, Scatter, Horizontal bar, Table
Preview

A realistic starting point.

The sample data shows the structure. Basedash generates the live version from your connected sources.

Sales pipeline dashboard

Quarter-to-date forecast

Live data

Qualified pipeline

$4.8M +16% ($4.1M)

Forecast commit

$1.18M +7% ($1.10M)

Win rate

31% -2 pts (33%)

Stage conversion

Qualified · 620
Discovery · 410
Eval · 214
Legal · 96
Won · 42

Deal size vs. cycle length

Rep attainment

Maria 112
James 98
Priya 84
Andre 73

Stalled deals

Acme Corp 21 days
Northwind 18 days
RegionalCo 14 days
The prompt

Copy, paste, customize.

Drop this into Basedash AI to generate the dashboard from your own schema and business context.

Dashboard instructions
Build a sales dashboard for the revenue team.

Include total pipeline, pipeline coverage, new pipeline created, stage conversion, win rate, average deal size, sales cycle length, forecast, stalled deals, and rep performance. Show trends over time and compare current-quarter pipeline to quota.

Highlight the deals and stages most likely to put the forecast at risk.
Metrics

What to include.

Core metrics

  • Qualified pipeline, new pipeline created, forecast commit, quota coverage, and bookings.
  • Stage conversion, win rate, average deal size, sales cycle, and deal velocity.
  • Rep attainment, source performance, stalled deals, and late-stage risk.

Layout notes

Sales dashboards should make forecast risk obvious. Use the main chart for pipeline movement, a funnel for stage conversion, and a table for deals that need action.

Data sources

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Basedash can generate this dashboard across databases, warehouses, and SaaS tools.

Frequently asked questions

What should a sales dashboard show?
What is pipeline coverage?

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