Template

RevOps Dashboard Template

A complete RevOps dashboard covering pipeline health, forecast accuracy, conversion rates, and rep productivity. Built for weekly executive reviews.

Template Updated February 2026 Free

Get the Template

Download the CSV file. Open in Google Sheets, Excel, or any spreadsheet tool. Customize the fields for your team.

⬇ Download CSV Template
CSV format — works with Google Sheets, Excel, Numbers

What This Dashboard Covers

Most RevOps dashboards fail because they try to show everything. This template focuses on the five views that matter for weekly operating rhythm:

  1. Pipeline snapshot — Total pipeline value, coverage ratio, stage distribution, aging deals. One screen that answers "are we going to hit the number?"
  2. Forecast accuracy — Commit vs. close rates by rep and segment. Tracks how often your team's "commits" actually close. This is the metric most RevOps teams wish they'd started tracking sooner.
  3. Conversion funnel — Lead-to-opportunity, opportunity-to-close, and stage-to-stage conversion rates. Broken out by source, segment, and rep.
  4. Rep performance — Activity metrics (calls, emails, meetings) alongside outcomes (pipeline created, deals closed). Correlation view showing which activities drive results.
  5. Revenue pacing — MTD and QTD bookings against target, projected finish based on current pipeline and historical conversion rates.

How to Use It

Copy the template and customize the data connections for your CRM. The structure works with Salesforce, HubSpot, or any system that exports pipeline and activity data.

  • Start with the pipeline view. Map your opportunity stages to the template's stage columns. Adjust the coverage ratio target (default is 3x) for your sales cycle.
  • Set up forecast tracking. Add a weekly snapshot of committed deals. The template calculates commit-to-close accuracy over time.
  • Configure thresholds. Red/yellow/green indicators are built in. Adjust the threshold values for your benchmarks.

Most teams get this running in under an hour. The value compounds weekly as historical data accumulates.

Checklist

Pipeline coverage ratio (3x minimum, adjust for your cycle)
Weighted pipeline by close date
Stage-by-stage conversion rates (trailing 90 days)
Forecast commit accuracy by rep
Average deal cycle length by segment
Win rate by lead source
Rep activity-to-outcome correlation
QTD bookings vs. target pacing

Get the Template

Download the CSV file. Open in Google Sheets, Excel, or any spreadsheet tool. Customize the fields for your team.

⬇ Download CSV Template
CSV format — works with Google Sheets, Excel, Numbers

Frequently Asked Questions

What CRM does this work with?

The template is CRM-agnostic. It works with Salesforce, HubSpot, Pipedrive, or any system that exports pipeline data. You'll need to map your opportunity stages and field names.

How often should I update this dashboard?

Weekly for executive reviews. The forecast accuracy tracking requires weekly snapshots to build meaningful trend data. Pipeline and conversion views can be real-time if connected to a BI tool.

What's a good pipeline coverage ratio?

3x is the standard target: $3 in pipeline for every $1 in quota. Longer sales cycles may need 4-5x. Shorter cycles can work with 2-2.5x. Track your historical conversion rate to find your actual number.

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