Excel Mini Dashboard

Sales Pipeline Mini Dashboard — Best Case, Worst Case & Actuals (Excel Template)

A clean, modern Excel template designed to visualize your sales pipeline with clarity — including Worst Case, Best Case, and Actuals displayed in a professional Area Band Plot. No macros, no Power Query, no setup required.

Overview

The Sales Pipeline Mini Dashboard gives you a fast, visual understanding of your monthly sales potential. By combining forecast ranges (Worst vs. Best Case) with your Actual results, this dashboard helps sales leaders identify trends, track performance against expectations, and communicate pipeline health with confidence.

Built entirely with formulas and Excel’s native charting tools, this mini dashboard updates instantly when you paste in your data. It’s lightweight, visual, and easy to use — perfect for presentations, sales meetings, and decision-making.

Who This Is For

  • Sales managers
  • Founders and business owners
  • Revenue teams and commercial operations
  • Freelancers and agencies
  • Anyone who needs to forecast, track, and visualize sales expectations

What’s Inside

Your download includes a complete mini dashboard equipped to show your pipeline at a glance:

1. Area Band Plot: Best vs. Worst Case Forecast

A visually striking shaded band that shows the full expected range of sales performance.

  • Lower Band: Worst Case (conservative forecast)
  • Upper Band: Best Case (optimistic forecast)
  • Shaded Area: Expected pipeline range
  • Actual Line: Real-world performance plotted over the band

This chart transforms raw numbers into a clear, intuitive narrative.

2. Monthly Pipeline Breakdown

A clean table with:

  • Worst Case forecast
  • Best Case forecast
  • Actual monthly results
  • Band height (variance)
  • Year-to-date totals

Perfect for sales meetings or exporting insights to presentations.

3. KPI Summary Cards

At the top of the dashboard, four formula-driven KPIs provide a fast snapshot:

  • Total Worst Case Pipeline
  • Total Best Case Pipeline
  • Actual YTD Sales Performance
  • Forecast Accuracy / Variance

All update automatically when you change your data.

4. Data Sheet (Editable)

Includes:

  • Month
  • Worst Case
  • Actuals
  • Best Case

Values are structured and ready to replace with your real pipeline numbers.

5. Logic Sheet (Behind the Scenes)

This sheet includes helper calculations:

  • Band height formula
  • Variance tracking
  • Forecast accuracy
  • Values prepared for the band plot

Hidden by default, optional for advanced users.

Key Features

  • 100% formula-only (no VBA, no macros, no external tools)
  • Clean and modern area band plot for superior forecasting visuals
  • Built for accuracy: Actuals always fall between Worst and Best Case
  • Perfect for monthly sales reviews, forecasting cycles, and board reports
  • Lightweight template that works fast and opens instantly
  • Compatible with Excel 2021 and Excel for Microsoft 365

Pricing

€0 — Launch Price
(Limited-time offer for early customers)

download sales pipeline dashboard file

License

Personal and business use allowed.
Redistribution, resale, or repackaging of the template is not permitted.