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Sales Pipeline Dashboard Example. Build Yours in Minutes

Q: How is weighted pipeline calculated?

Each open deal's amount is multiplied by its stage probability, and the results are summed.

Q: What pipeline coverage ratio should I aim for?

Roughly 1 divided by your win rate. At a 25% win rate, aim for about 4x the quota you still need to close.

Q: Can I add call, billing or marketing data?

Yes. Import a second source into the same spreadsheet, such as call activity, billing or ad spend, and ask Coefficient to add it to the dashboard. Browse the full list of integrations.

Q: Can reps see only their own deals?

Yes. Row-level security scopes what each viewer sees by their email address, so reps see their deals and managers see their team.

Q: How often does the dashboard refresh?

Set the CRM import to refresh hourly, daily or weekly. The dashboard shows the latest imported data each time someone opens the link.

Q: Is there a limit on how many people can view the dashboard?

No. Share the link with as many people as you need. Viewers don't need a Coefficient seat or a CRM license.

Q: Does this work in Excel as well as Google Sheets?

Yes. Coefficient connects Salesforce and HubSpot to Excel as well as Google Sheets, and you can build the dashboard from either.

Describe what you want in plain English. Coefficient turns CRM & Sales data in your spreadsheet into a live, BI-quality pipeline dashboard at a shareable URL. Ask Coefficient AI for insights and set AI alerts to Slack, Teams or email.

Build this Dashboard for Free

Updated 13 October 2026

Sales Pipeline Dashboard Example built using Coefficient AI on Salesforce CRM data. Also supports HubSpot, Zoho CRM, Pipedrive, Bigin and more data sources to build sales dashboards.

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Free Salesforce pipeline template for Google Sheets

Not ready to build with AI?
Start from the pre-built Google Sheets template.
Connect Salesforce with Coefficient and pull your CRM data directly into the template directly for plug and play use.

Choose your spreadsheetGoogle SheetsMicrosoft Excel

How to build Sales Pipeline Dashboard with Coefficient AI

No BI tool, no SQL and no data team. If you can describe the report, you can build it.

Connect

Describe

Choose the data source to build your sales pipeline dashboard using Coefficient.

Describe the pipeline dashboard you want

Describe your sales pipeline Dashboard in plain english. Coefficient AI builds the dashboard in minutes.

Share the live dashboard with anyone. Free View Access.

Share Salesforce, HubSpot, Pipedrive and Zoho CRM Sales Pipeline Dashboards with anyone for free using Coefficient. No viewer licence costs.

Connect

Connect your CRM using Coefficient - SFDC, HubSpot, Zoho & more

Describe

Describe the pipeline dashboard you want

We are moving so much faster and with fewer dependencies. Coefficient makes building efficiently possible in ways I couldn't have predicted.

Kendall GrantHead of Revenue Operations

CRM data sources and connectors

Build this dashboard from Salesforce, HubSpot, Zoho CRM, Pipedrive, Bigin and more. Add call, billing or marketing data to the same sheet to see the full revenue picture.

See all 150+ integrations

Source system: Salesforce, HubSpot, Zoho CRM, Pipedrive, Bigin and more
Objects pulled: Opportunities or deals, accounts, owners, stages, forecast categories
Refresh: Hourly, daily or weekly
Two-way sync: Yes for Salesforce and HubSpot. Push updates from the spreadsheet back to the CRM
Spreadsheet: Google Sheets, Excel

Who uses a sales pipeline dashboard

Account Executive

"Which of my deals have sat in the same stage for over a month?"

Checks stage progression for their own deals and picks which ones to push or close out.

RevOps Manager

"Which open deals have close dates already in the past?"

Filters open opportunities by close date and owner and sends each rep their list before the forecast call.

Sales Director

"Do we have enough pipeline to cover next quarter's quota?"

Compares weighted pipeline by rep against remaining quota and flags where coverage is thin.

CRO

"Is this quarter's commit backed by late-stage deals?"

Reads forecast category by month alongside pipeline by stage before committing a number.

View all Coefficient AI Dashboards

To have a dashboard that’s bookmarked on everyone’s Chrome, that they just click and go see, that’s huge. And they know it’s right.

Conner Brase

Director of Revenue Operations

What makes this sales pipeline dashboard different

Free viewer sharing

Send a link. Viewers don't need a Coefficient seat or access to your CRM, so your cost doesn't grow with your audience.

Drill down to the source record

Click any number and follow it back to the rows behind it, then into your CRM. Nothing on the dashboard is a black box.

Slack, Teams and email alerts

Send a dashboard snapshot to a channel every morning, or set an AI alert that fires when a metric crosses a threshold you choose.

Row-level security

Show each rep only their own deals and each manager their team, from one dashboard.

Metrics in this sales pipeline dashboard

Six metrics, each pulled live from your CRM, with the fields behind every number.

Open Pipeline Value
CRM · opportunity amount, stage
Total amount of every opportunity not yet closed.
Weighted Pipeline
CRM · amount, probability
Each open deal's amount multiplied by its stage probability, summed.
Open Opportunities
CRM · opportunity stage
Count of open deals in the selected close-date range.
Win Rate
CRM · closed won, closed lost
Closed won deals as a share of all closed deals in the period.
Average Deal Size
CRM · amount, closed won
Average amount of closed won deals.
Average Sales Cycle
CRM · created date, close date
Average days from opportunity creation to close, for won deals.

Build this Dashboard for Free

Why not just build this in your CRM?

The two things people try first, and where each one stops.

	Coefficient	CRM reports	LLMClaude, ChatGPT
What you get	Live dashboard at a URL	Report inside the CRM	A one-off chart or summary
Stays current	Scheduled refresh	Live in the CRM	Re-prompt each time
Multi-source	CRM, billing and calls in one view	One system	Whatever you paste in
Traceability	Drill down to the opportunity	Within the CRM only	No link back to source rows
Sharing	Link, no CRM seat needed	Needs a CRM license	Not built for team sharing
Per-viewer access	Row-level security	CRM roles and sharing rules	None

Sales pipeline dashboard FAQs

Which CRMs are supported?

Salesforce, HubSpot, Zoho CRM, Pipedrive, Bigin and more. See all 150+ integrations.

How is weighted pipeline calculated?

What pipeline coverage ratio should I aim for?

Can I add call, billing or marketing data?

Can reps see only their own deals?

How often does the dashboard refresh?

Is there a limit on how many people can view the dashboard?

Does this work in Excel as well as Google Sheets?

Sales Pipeline Dashboard Example. Build Yours in Minutes

Free Salesforce pipeline template for Google Sheets

How to build Sales Pipeline Dashboard with Coefficient AI

Connect your CRM using Coefficient - SFDC, HubSpot, Zoho & more

Describe the pipeline dashboard you want

Share the live dashboard with anyone. Free View Access.

Connect your CRM using Coefficient - SFDC, HubSpot, Zoho & more

Describe the pipeline dashboard you want

Share the live dashboard with anyone. Free View Access.

CRM data sources and connectors

Who uses a sales pipeline dashboard

Account Executive

RevOps Manager

Sales Director

CRO

What makes this sales pipeline dashboard different

Free viewer sharing

Drill down to the source record

Slack, Teams and email alerts

Row-level security

Metrics in this sales pipeline dashboard

Open Pipeline Value

Weighted Pipeline

Open Opportunities

Win Rate

Average Deal Size

Average Sales Cycle

Why not just build this in your CRM?

Sales pipeline dashboard FAQs

Customize this sales pipeline dashboard with Coefficient

Integrations

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