Build a Live Revenue Dashboard in
Less Than 30 Minutes

On a new tab called '📊 Revenue Tracking Dashboard', create 5 KPI metric cards in row 6–7 using formulas that reference the '⚡ CRM Import' tab:

Open Opportunities — count of rows where Closed = FALSE
Active Logos — count of rows where Won = TRUE, Closed = TRUE, and Churn Date is blank
Active ARR — sum of Amount where Won = TRUE, Closed = TRUE, and Churn Date is blank
Total Churned Logos — count of rows where Churn Date is not blank
All Time Churn — sum of Amount where Won = TRUE, Closed = TRUE, and Churn Date is not blank

Format the ARR and Churn values as currency ($). Bold all KPI labels, use a dark navy background with white text, and space the cards evenly across the row.

In the same dashboard tab, create three helper/calculation tables starting at column Q (these can be off to the side and out of view):

Table 1 (Q:T) — 'Total Active Revenue': Use =UNIQUE(SORT(...)) to generate a dynamic list of all unique months from the import tab (sorted chronologically). Then use BYROW + SUMIFS to calculate monthly active revenue (Won = TRUE, Closed = TRUE, Churn Date blank) and a SCAN-based cumulative total. Add a Label column that auto-formats values as $K or $M.

Table 2 (V:Y) — 'Total Revenue Churn': Same month list, but SUMIFS where Churn Date is NOT blank. Cumulative total and Label column formatted the same way.

Table 3 (AA:AE) — 'New Business vs. Expansion': Same month list, but use BYCOL + BYROW + SUMIFS to split revenue by Opportunity Type ('New Business' and 'Expansion'), then sum them into a Total column and a Label column.

Using the three calculation tables, create the following charts on the dashboard tab:

Total Active Revenue — A column chart using the cumulative total column from Table 1 (Q:T), with months on the X-axis and dollar values on the Y-axis. Use dark green bars (#1a5c1a or similar). Display the Label column as data labels above each bar. Title: 'Total Active Revenue'.

Total Revenue Churn — A column chart using the cumulative churn column from Table 2 (V:Y), same layout. Use bright red bars. Display Label column as data labels. Title: 'Total Revenue Churn'.

Month-on-Month New and Expansion Revenue — A grouped/stacked column chart using Table 3 (AA:AE), with New Business and Expansion as two series (light blue and medium blue). Show the Total Label as data labels above each group. Title: 'Month-on-Month New and Expansion Revenue'.

Apply final formatting to the dashboard tab:

Add a bold dark navy header banner at the top with 'Revenue Tracking Dashboard' in large white text
Add a 'Powered by Coefficient' logo/label in the top right corner
Hide gridlines on the dashboard tab
Give each KPI card a white background with a thin border, bold metric value in large font, and a smaller gray label above it
Size and position all three charts to fill the width of the sheet evenly, stacked vertically
Ensure the helper calculation tables (columns Q onward) are either hidden or far enough right to not appear in the main dashboard view. Ask me for this brand information if you don't know it.