| Account | Value | Stage | Probability | Close date | Owner | Next step |
|---|
This sales KPI dashboard is a concept on sample data for Corvo Industrial Supplies, a fictional B2B parts supplier with eight reps across Benelux and DACH, shown as of 17 November 2026. It is built for a commercial director who wants to know, in one look, whether the quarter will land.
The top row has five KPIs: open pipeline value, weighted forecast, win rate (qualified to won over 12 months), average deal size and average sales cycle in days. Two filters drive the whole page. You pick a region (All, Benelux or DACH) and a quarter (Q4 2026, which is in progress, or Q1 2027, which hasn't started yet), and every chart and table follows.
Pipeline by stage shows open value from Lead through Negotiation, plus closed won, with the conversion rate from each stage to the next. A half-donut gauge adds closed won to the weighted forecast and compares the total with quota. Monthly bookings are plotted against target; November only counts bookings to date, and a footnote under the chart says so. The rep leaderboard lists booked revenue and weighted pipeline per rep against their own quota.
The largest open deals table is where most of the follow-up happens. It shows value, stage, probability, close date, owner and next step, and it flags any deal whose close date has been pushed two or more times.
It's a web dashboard in HTML, CSS and JavaScript with SVG charts, running on one sample dataset of reps, quotas, open deals and booked history. The weighted forecast multiplies each open deal by a stage probability (10% for Lead up to 75% for Negotiation). The AI note above the charts is written from those computed figures. For Q4 it totals the deals that keep slipping and recalculates the forecast without them, so you can see how much of the quarter rests on deals that have already moved twice; for Q1 it reports pipeline coverage against a 3.0x target and how much new qualified pipeline is still needed.
With a real sales team, the dataset is replaced by your CRM. I would set up a scheduled refresh, use your own stage probabilities, and restrict views so reps see their own numbers while managers see the region. The same layout could be built in Power BI instead of as a web dashboard.
I'd keep it to the numbers a manager acts on this week: coverage, forecast against quota, and the deals at risk. Activity counts such as calls and emails help with coaching, but they belong on a separate page.
If your pipeline lives in a CRM and the forecast still lives in a spreadsheet, I can build a sales KPI dashboard like this on your own data. Live dashboards · All examples