Sales pipeline dashboard template for Consulting
A sales pipeline dashboard tailored for a consulting practice. 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
billable time is the entire product
the gap between hours worked and hours actually paid
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_dateprobabilityengagementconsultant
Benchmark
Consultancies target consultant utilization of 70-80% and realization above 90%.
What to look for
For a consulting sales pipeline view, the metrics that move decisions are pipeline value by stage and win rate. Consultancies target consultant utilization of 70-80% and realization above 90%.
FAQ
At minimum: deal_name, stage, amount, owner, close_date, probability, engagement, consultant. 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).
Consultancies target consultant utilization of 70-80% and realization above 90%.
Paste a few rows of CSV (with a header row). Runs entirely in your browser — nothing is uploaded.