Sales Dashboard
Corporate Finance Excel Template (Free Download)
See how an annual revenue target converts into monthly bookings, deals, funnel volume, required pipeline, forward coverage, and year-end run-rate for sales planning and GTM reviews.
professionals from Deloitte
Used by professionals from
About this dashboard
The Sales Dashboard turns an annual revenue target into a 12-month bookings and pipeline plan. It surfaces annual bookings, deals required, leads required, average coverage, M12 forward coverage, M12 closing pipeline, leads per win, and the M12 monthly run-rate for a concise sales operations review.
The dashboard is supported by Targets, Funnel, and Pipeline sheets. Quarterly seasonality weights spread bookings across the year; average deal size converts bookings to deals; win rate and upstream conversion rates back-solve opportunities, SQLs, MQLs, and leads. The Pipeline sheet tracks required, added, burned, opening, and closing balances.
Use the outputs to pressure-test a quota, review whether marketing can feed the funnel, or align finance and GTM teams on coverage through a heavy Q4. Pipeline added is set at the average monthly burn rate, while bookings demand follows seasonality, so forward coverage changes across the year. This is a top-down planning model rather than a rep-ramp capacity forecast.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Sales Dashboard
- Annual and monthly bookings target
- Deals required and cumulative deals
- Leads, MQLs, SQLs, and opportunities
- Required, added, and burned pipeline
- Average and M12 forward coverage
- M12 pipeline and monthly run-rate
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does the Sales Dashboard show?+
It summarises annual bookings target, deals required, leads required, average forward coverage, M12 forward coverage, M12 closing pipeline, leads per win, and the M12 monthly run-rate. These outputs condense the linked targets, funnel, and pipeline forecast.
How are funnel volumes calculated?+
The Funnel sheet starts with wins required from deals, then divides by win rate to find opportunities. It divides successively by SQL-to-opportunity, MQL-to-SQL, and lead-to-MQL conversion rates to back-solve SQLs, MQLs, and leads.
Why does coverage change by month?+
Quarterly weights make bookings demand seasonal, while pipeline added remains the average monthly burn rate. Coverage therefore builds during lighter periods and tightens when bookings demand is heavier, including the seasonally demanding Q4 periods.
How is pipeline coverage calculated?+
Required pipeline equals the bookings target multiplied by the coverage ratio. The rolling balance carries opening pipeline, adds the average monthly burn rate, subtracts pipeline burned at the win rate, and divides closing pipeline by the next-month bookings target for forward coverage.
Is this a sales-rep forecast?+
No. This is a top-down model that starts with an annual revenue target and works down to funnel and pipeline requirements. A rep forecast starts with hiring, ramp, and per-rep quota assumptions, so it answers a different capacity question.
Have more financial modelling questions? Contact us
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