RevOps

Build a Live Sales Performance Dashboard in
Less Than 30 Minutes

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

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Sales Performance Dashboard 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.

8 steps

Step-by-step prompts to build a live sales performance dashboard

01

Build KPI Summary Cards by Year

Start with a high-level view of closed won sales performance. You'll display total closed won sales for each year side by side, with the current year visually highlighted.

Prompt 
Create KPI summary cards showing total Closed Won sales for each year (2022–2026) side by side, with the current year highlighted. Pull from the deals data filtered by Close Date Year, and use formulas to ensure the values update when new data is imported.
02

Add Sales Performance Sparklines

Give viewers a quick visual of how sales are trending. Build three sparkline sections with total sales this year, average sales by quarter, month, and week—each with a mini-chart and the dollar figure below.

Prompt 
Add three sparkline/mini-chart sections showing: (1) Total Sales this year, (2) Average sales by Quarter with a bar chart, (3) Average sales by Month with a line chart, and (4) Average sales by Week with a line chart. Each should show the average dollar figure below the label. Use formulas that reference the imported data so the calculations stay live as new rows come in.
03

Create Opportunity Type Trend Lines

Help stakeholders see which deal types are driving momentum. Build three sparkline trend lines showing monthly sales trends for New Business, Expansion, and Existing Business deals in the current year.

Prompt 
Create three sparkline trend lines — one each for New Business, Expansion, and Existing Business — showing monthly sales trends for the current year. Use formulas to reference the imported data so trends update automatically as new deals close.
04

Add Geographic Sales Map

Show where revenue is coming from at a glance. Build a geo map chart displaying total closed won sales by country or region with a blue color gradient.

Prompt 
Create a geo map chart showing total Closed Won sales by Country/Region, using a blue color gradient. Source data from the deals import filtered to the selected year, and use formulas so the map updates when new geographic data arrives.
05

Build Top 5 Accounts Chart

Highlight your biggest revenue drivers. Create a horizontal bar chart showing the top 5 accounts by total closed won amount for the selected year, with dollar values labeled on each bar.

Prompt 
Create a horizontal bar chart titled 'TOP 5 Accounts' showing the top 5 accounts by total Closed Won amount for the selected year. Display dollar values as labels on each bar. Use formulas to dynamically rank and display the top accounts as data updates.
06

Build Top 5 Industries Chart

Understand which industry segments are your strongest performers. Create a similar horizontal bar chart for the top 5 industries by closed won amount.

Prompt 
Create a horizontal bar chart titled 'TOP 5 Industries' showing the top 5 industries by total Closed Won amount for the selected year. Display dollar values as labels on each bar. Use formulas to dynamically rank and display the top industries as data updates.
07

Create Largest Deals Closed Table

Give sales leaders a quick reference for recent big wins. Build a detailed table showing your largest closed deals with key details and a styled header.

Prompt 
Create a table titled 'Largest Deals Closed' showing the top deals sorted by amount descending, with columns: Deal Name (as a hyperlink), Account Name, Amount, Close Date, and Owner. Style with a dark gray header row and alternating row shading. Use formulas to keep the table sorted and updated as new deal data is imported.
08

Add Interactive Dropdown Filters

Let viewers drill into the data they care about. Add dropdown filters for Year, Team, Account Country, and Opportunity Type so all charts and KPIs respond dynamically.

Prompt 
Add dropdown filter cells for: Year (default: Current Year), Team (default: All), Account Country (default: All), and Opportunity Type (default: All). Ensure all charts, sparklines, KPI cards, and tables respond to these filters by using formulas that reference the dropdown selections.

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Common questions about the sales performance dashboard

How do I set up the year and team filters on my sales performance dashboard?
You'll create dropdown filter cells for Year, Team, Account Country, and Opportunity Type that control what data appears across all your charts and tables. Once you've built these dropdowns in Coefficient, you can set default values (like "Current Year" for the year filter and "All" for team), and all your KPI cards, sparklines, and charts will automatically update when you change a selection.
How can I see which countries are driving my closed won sales with this dashboard?
The geographic sales map visualizes your total Closed Won sales by country or region using a blue color gradient, so you can instantly spot your strongest markets. Since this map pulls from your deals data filtered by the selections you make in the dashboard dropdowns, you can drill down by year, team, or opportunity type to see geographic performance across different segments.
What's the best way to track sales trends across different opportunity types?
You can build three separate sparkline trend lines—one each for New Business, Expansion, and Existing Business—that show monthly sales trends for the current year. These mini-charts let you compare how each opportunity type is performing month-to-month without cluttering your dashboard, and they update automatically when you filter by team or other dimensions.
How do I identify my top-performing accounts and industries at a glance?
The dashboard includes two horizontal bar charts: one showing your top 5 accounts by Closed Won amount and another showing your top 5 industries, both filterable by year. Dollar values display as labels on each bar, making it easy to compare performance, and these charts respect all your dropdown filters so you can see top accounts and industries by team or geography.
Can I track quarterly and monthly sales trends on the same dashboard?
Yes—you'll add a sparklines section with three mini-charts: total sales for the year, average sales by quarter (as a bar chart), and average sales by month (as a line chart). This gives you multiple views of your sales velocity without requiring separate sheets, and Coefficient will refresh these charts automatically on your schedule so the data stays current.
How do I explore details about individual deals from the dashboard?
The "Largest Deals Closed" table displays your top deals sorted by amount, with the deal name formatted as a clickable hyperlink so you can jump directly to the source record in your CRM. The table also includes account name, amount, close date, and other key fields, and it updates based on your year and team filters to show the biggest wins for any segment you're analyzing.

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