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Sales Pipeline Tracker

Pipeline by stage, win rate, and rep-level performance — built to give sales leaders a clear read on forecast and funnel health.

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Overview

What is the Sales Pipeline Tracker?

The Sales Pipeline Tracker Template is a Power BI report that gives sales leaders a live read on pipeline health — stage, win rate, and rep performance — instead of a CRM export that's out of date by the time it's reviewed.

Track deal count and value by pipeline stage
Monitor win rate and average deal size over time
Compare performance rep by rep
See forecast coverage against quota
Why Use It

Why use this dashboard

01

Run forecast reviews on real numbers

Pipeline by stage and win rate are always current, so forecast conversations start from data, not gut feel.

02

Coach reps with specifics

Rep-level breakdowns make it obvious where a rep needs help — stage conversion, deal size, or activity.

03

Catch a soft pipeline early

Coverage against quota is visible weeks before it becomes a quarter-end surprise.

What's Inside

Key features

Pipeline by Stage

Deal count and value at every stage, so bottlenecks are obvious.

Win Rate Trend

Win rate tracked over time, overall and by segment.

Rep Performance

Deal count, value, and win rate broken out by rep.

Forecast Coverage

Pipeline value compared against quota to flag coverage gaps.

Benefits of using this dashboard

Free to download and use
Ready to view in minutes — no build time
Works with the data source you already have
Fully yours to customize once downloaded
How It Works

Use your own data in minutes

Every BImaster template ships with realistic sample data so the report works the moment you open it. Replacing that sample data with yours takes four steps.

1

Download the template

Grab the .pbix (Power BI) or .xlsx (Excel) file from the template page — no sign-up required.

2

Open it in Power BI Desktop or Excel

The template opens pre-loaded with sample data so you can see exactly how the report is meant to look.

3

Point it at your own data

In Power BI: Home → Transform Data → Data Source Settings → Change Source. In Excel: Data → Queries & Connections → Edit. Swap the sample source for your own file, database, or API.

4

Refresh

Click Refresh and your data flows into the existing visuals automatically — no rebuilding charts, no reformatting.