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RevOps

Build a Live Regional Sales Report Template in
Less Than 30 Minutes

Use this prompt guide to build a regional sales dashboard in your spreadsheet.

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Regional Sales Report Template Prompt Guide
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Before you start

Get set up in Coefficient for Google Sheets

  1. You'll need Coefficient AI to follow this guide. Coefficient is the AI assistant inside Google Sheets that turns prompts into live dashboards, reports, and analytics. Install it free to begin.
  2. Once you're in, click "Import from" on the Coefficient home screen and select your data source(s) to pull your data into the sheet. Not sure what data to import? Open the Coefficient Sheets Assistant — it can help you figure out where to start.
  3. Iterate on the prompts as you go. Tweak them to fit your team's workflow and make the dashboard your own. See more workflows built for revenue operations teams.

5 steps

Step-by-step prompts to build a live regional sales report template

01

Import Sales Opportunities Data

Start by pulling your opportunity data into a dedicated tab. This is your single source of truth that the entire dashboard will reference.

Import your Opportunities object into a tab called '⚡ Opportunities'.

You'll need these fields: Opportunity ID, Name, Created Date, Stage, Closed (boolean), Won (boolean), Amount, and Billing Country.

Import all records with no filter. This data will power a regional sales dashboard.

02

Build Filter Controls and KPI Cards

Add interactive filters so you can slice the dashboard by country and stage. Then create live KPI cards that recalculate as filters change.

Prompt 
On a new tab called '📊 Regional Sales Dashboard', create two filter labels and values: 'Country:' in B6 with the selected country in C6, and 'Stage:' in B10 with the selected stage in C10. Default both to the first value from the Opportunities tab. Then create two KPI summary cards: 'Count of Opportunities' (G6:G7) and 'Total Opportunities Amount' (J6:J7). Use COUNTIFS and SUMIFS formulas to calculate each metric, filtering by the selected Country and Stage. If either filter is set to 'All', count and sum across all values. Make these calculations live with formulas that reference the imported data.
03

Build Summary Aggregation Tables

Create four summary tables that automatically break down your opportunities by different dimensions. These tables will feed your visualizations.

Prompt 
Using QUERY formulas referencing the '⚡ Opportunities' tab, create four summary tables on the dashboard tab: (1) Count of opportunities by Stage filtered by the selected Country — place in W1:X10; (2) Count of opportunities by Country filtered by the selected Stage — place in Z1:AA11; (3) Total Amount by Stage filtered by the selected Country — place in AC1:AD10; (4) Total Amount by Country filtered by the selected Stage — place in AF1:AG11. Each table should sort descending by the metric and include a title row above the headers. Use formulas that stay live as new data is imported.
04

Add Visualizations

Charts make trends visible at a glance. Add two bar charts that show your opportunities broken down by stage and country.

Prompt 
Create two bar charts on the '📊 Regional Sales Dashboard' tab. The first chart should show 'Count of Opportunities by Stage' using the data in W1:X10, with Stage on the Y-axis and Count on the X-axis. The second chart should show 'Count of Opportunities by Country' using the data in Z1:AA11, with Country on the Y-axis and Count on the X-axis. Place both charts side by side below the KPI cards, starting around row 13.
05

Format for a Polished Look

Clean formatting makes the dashboard easy to read and signals professionalism. Style headers, KPIs, and the overall layout.

Prompt 
Format the '📊 Regional Sales Dashboard' tab to look like a clean sales dashboard. Add a title 'Regional Sales Dashboard' in B3 with bold large font. Style the KPI card headers in bold with a dark blue background (#3053FF) and white text. Format the Amount KPI as currency ($#,##0). Add a light blue background (#EBF3FB) to the full dashboard area. Auto-fit all columns and hide gridlines.

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Common questions about the regional sales report template

How do I import my sales opportunities data into the Regional Sales Report template?
Coefficient connects directly to your CRM to pull your Opportunities object into the '⚡ Opportunities' tab. You'll specify which fields to import—like Opportunity ID, Name, Created Date, Stage, and Won/Closed status—and Coefficient handles the rest. The data refreshes automatically on a schedule you set, so your dashboard always shows current information.
Can I filter the Regional Sales Dashboard by country and stage at the same time?
Yes. The template includes two filter controls—one for Country and one for Stage—so you can view your opportunities by any combination. When you change either filter, all the summary tables and charts update instantly to reflect only the opportunities matching your selections.
How does the Regional Sales Dashboard calculate win rates and pipeline totals by stage?
The dashboard uses QUERY formulas that reference your '⚡ Opportunities' tab and respect your active filters. These formulas automatically count opportunities by stage, calculate win rates, and sum pipeline value without requiring manual updates. Coefficient ensures these formulas stay connected to your live data.
What's the best way to share the Regional Sales Dashboard with my team?
You can share the Sheet with your team as you normally would in Google Sheets, and they'll see the live, filtered view of your data. If you want to alert specific people when key metrics hit certain thresholds—like when win rate drops below a target—Coefficient can send Slack or email notifications automatically.
How often does the data in the Regional Sales Dashboard update?
Coefficient refreshes your Opportunities data on a schedule you configure—hourly, daily, or weekly, depending on your needs. You control the refresh frequency, so your dashboard stays current without requiring manual data pulls from your CRM.
Can I add more fields from my CRM to the Regional Sales Dashboard template?
Absolutely. When you set up the import in Coefficient, you can select any fields from your Opportunities object that you want to include in the '⚡ Opportunities' tab. Once imported, you can reference those fields in additional QUERY formulas or summary tables to customize the dashboard further.

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