Sales Pipeline & CRM Dashboard

A pipeline is only as honest as its weighting. This report sizes the pipe by stage probability, tracks won revenue on close date (not created date), scores ever

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What the report answers

What is inside

A pipeline is only as honest as its weighting. This report sizes the pipe by stage probability, tracks won revenue on close date (not created date), scores every rep against quota with coverage, and lists the deals nobody has touched in 30 days.

01 · verdict1

02 · verdict7

03 · verdict

Report pages

✓Overview — won revenue, win rate, weighted pipeline, avg deal, sales cycle; won revenue by month; revenue by source; open pipeline by stage

✓Reps — scorecard: won vs quota, attainment, weighted pipeline, coverage, win rate, stale deals

✓Deals — filterable deal list with stage, amount, probability, dates

How it works

1Open the PBIP in Power BI Desktop — the model, measures and report pages are ready

2Point the queries at your source — Two Excel tables — Deals (one row per opportunity: created, close date, owner, stage, probability, amount, source, status) and Owners (quota per rep) — plus a built-in Date table with an inactive close-date relationship for won-revenue time analysis.

3Publish or share — refresh on a schedule; the pages stay

Who it is for

Sales managers and founders running a small team from a CRM export or a spreadsheet of deals.

What do I need?

Power BI Desktop (free). Open the PBIP project, point the queries at your data source, refresh. The measures and pages are ready.

Can I pay with BLIK?

Yes — BLIK, Przelewy24, any card, Apple Pay, Google Pay and PayPal. Prices in PLN, EUR, USD or GBP; the currency switch is at the top.

Invoice for my company?

Tick “I’m purchasing as a business” at checkout and enter your NIP / VAT ID. The invoice arrives with the download e-mail.

What if it isn’t for me?

14-day refund, no questions. One e-mail to [email protected].

Pairs well with

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