Sales pipeline dashboard template for Agency
A sales pipeline dashboard tailored for a client services team. Which deals are stuck, and where is revenue leaking in the funnel? Upload your own CSV or Google Sheet and it charts pipeline value by stage, win rate, average deal size automatically — free, no signup.
KPIs this dashboard tracks
shows where revenue is concentrated and stalling
the single number that predicts quota attainment
separates volume problems from value problems
long cycles hide as healthy pipeline until they don't close
pinpoints the exact step deals die at
agencies live and die by client concentration
predictable retainer income vs lumpy project work
Charts it builds
- Pipeline by stage — funnel of
valuebystage - Deals closed over time — line of
amountbyclose_date - Win rate by owner — bar of
win_ratebyowner
Columns your data needs
Map your spreadsheet to these (messy headers are matched automatically):
deal_namestageamountownerclose_dateprobabilityclientretainer
Benchmark
Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
What to look for
For a agency sales pipeline view, the metrics that move decisions are pipeline value by stage and win rate. Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
FAQ
At minimum: deal_name, stage, amount, owner, close_date, probability, client, retainer. Dashboard AI maps messy real-world headers to these automatically.
Pipeline value by stage (shows where revenue is concentrated and stalling); Win rate (the single number that predicts quota attainment); Average deal size (separates volume problems from value problems); Sales cycle length (long cycles hide as healthy pipeline until they don't close).
Healthy agencies keep any single client under ~25% of revenue and billable utilization near 70%.
Paste a few rows of CSV (with a header row). Runs entirely in your browser — nothing is uploaded.