Sales Opportunities Dashboard Template: Excel, Google Sheets, and Actiondesk

Sometimes called: Sales Opportunities Chart

Drive healthy competition and motivation among sales reps through leaderboard-style tracking of performance metrics.

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What you can do with this Sales Opportunities Dashboard template

Get an overview of each Sales activity and KPIs
Compare and identify ourperforming Sales
Mesure the impact of each Sales over the Pipeline Value

Download our Sales Opportunities Dashboard spreadsheet template

Excel Download
If you like manually inputting data offline:
Download .XLSX
Google Sheets Download
If you like manually inputting data in the cloud:
Copy Google Sheet
Live sync in an Actiondesk spreadsheet
Automatically sync your spreadsheet with your data sources:

Find reporting templates for all these related data sources

Actiondesk works seamlessly with all of them.

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What’s this?

This report gives you a quick overview of the performance of each one of your sales reps. It tracks metrics like the total number of opportunities closed and total revenue driven by each one of them. Just connect your CRM or database to Actiondesk and this template will retrieve data automatically for you. 

How does it benefit your business?

This template basically lets you create a sales rep leaderboard, exactly like those leaderboards you see in golf tournaments and video games. A workplace leaderboard is a great tool for sales-driven work environments because it drives healthy competition, making your employees more motivated.

It’s basically a way for your sales reps to compare their performance with each other through a gamified experience. Who wouldn’t want to be the top-performing salesperson on their company’s leaderboard? And get praised by all their teammates? 

You can also have Actiondesk automatically send the updated leaderboard to your workplace Slack on a weekly basis, so everyone can congratulate the winner.

Of course, if all of your reps are giving their best to be number one on the leaderboard next week, your company will end up earning more because of increased sales. For your reps, seeing their efforts recognized and praised by their teammates helps increase their job satisfaction. This means that your top sales talents will want to stay at your company for a longer time.

A sales leaderboard also has many other benefits. If you have precise week-by-week sales data, you can:

  • Check if you’re reaching your weekly and monthly targets.
  • Discover which sales techniques are performing best. You’ll have to dig a bit deeper into the data but it will be well worth the effort!
  • Quickly identify and address problems if you see a sudden drop in closed deals.

It’s important to note that you can customize the report to include whatever data you need.