{"title":"Sales \u0026 Revenue Dashboards","description":"Track pipeline, revenue performance and customer concentration. Built for sales leaders who need answers before the Monday meeting, not a data project.","products":[{"product_id":"sales-performance-dashboard","title":"Sales Performance Dashboard","description":"\u003cp\u003eA complete sales performance dashboard that turns raw order data into the answers your leadership team actually asks for.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRevenue trend against prior period, with growth and decline flagged automatically\u003c\/li\u003e\n\u003cli\u003eCustomer concentration — how exposed you are if your top accounts walked\u003c\/li\u003e\n\u003cli\u003ePipeline by stage, with conversion rates between each\u003c\/li\u003e\n\u003cli\u003eProduct and category performance ranked by revenue and margin\u003c\/li\u003e\n\u003cli\u003eRep or region performance against target\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eSales directors, commercial managers and business owners who need a credible view before Monday's meeting without waiting on an analyst.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your order or CRM export into the marked data sheet. Every chart updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx). Requires Excel 2016 or later.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in final build. Get in touch to be notified on release.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58653615063424,"sku":"DF-SALES-001","price":39.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_42adb920-e159-4897-815e-15863439b92b.png?v=1786027951"},{"product_id":"customer-revenue-amp-retention-dashboard","title":"Customer Revenue and Retention Dashboard","description":"\u003cp\u003eUnderstand who actually drives your revenue — and how exposed you are if they leave.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRevenue by customer, ranked, with cumulative share so concentration risk is obvious\u003c\/li\u003e\n\u003cli\u003eNew versus returning revenue split over time\u003c\/li\u003e\n\u003cli\u003eChurn and lapsed-customer flags based on your own buying cycles\u003c\/li\u003e\n\u003cli\u003eAverage order value and purchase frequency by segment\u003c\/li\u003e\n\u003cli\u003eCustomer lifetime value ranking\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eCommercial leaders and owners who need to know where the risk sits before an investor, lender or board asks.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your sales history into the data sheet. Segmentation and cohort logic runs automatically.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx) and browser HTML version included.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon — enquire to register interest.\u003c\/strong\u003e\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58653635707264,"sku":"DF-SALES-002","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_63fd4630-1d47-4b53-a15f-9321b78d8f71.png?v=1786027959"},{"product_id":"sales-pipeline-and-conversion-dashboard","title":"Sales Pipeline and Conversion Dashboard","description":"\u003cp\u003eDeals stall and nobody can say which stage is leaking.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eConversion rate between every pipeline stage\u003c\/li\u003e\n\u003cli\u003eAverage days spent in each stage\u003c\/li\u003e\n\u003cli\u003eDeal value weighted by stage probability\u003c\/li\u003e\n\u003cli\u003eStalled deals flagged past your normal cycle length\u003c\/li\u003e\n\u003cli\u003eWin and loss rate by rep and by source\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eSales managers running a multi-stage pipeline.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx), Power BI (.pbix)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654080991616,"sku":"DF-SAL-001","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_26a835cf-0547-441c-a47a-448326623e1f.png?v=1786027430"},{"product_id":"sales-forecast-accuracy-dashboard","title":"Sales Forecast Accuracy Dashboard","description":"\u003cp\u003eForecasts get committed, then missed, and nobody learns why.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eForecast versus actual by month and by rep\u003c\/li\u003e\n\u003cli\u003eIndividual forecast bias, over or under, tracked over time\u003c\/li\u003e\n\u003cli\u003eCommit, best case and pipeline coverage ratios\u003c\/li\u003e\n\u003cli\u003eSlippage analysis on deals pushed to the next period\u003c\/li\u003e\n\u003cli\u003eCoverage gap against target\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eSales directors held to a number.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081057152,"sku":"DF-SAL-002","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_91f8b71f-df77-4fe3-8b9d-6081f3e837e0.png?v=1786027431"},{"product_id":"quote-to-cash-dashboard","title":"Quote to Cash Dashboard","description":"\u003cp\u003eRevenue sits trapped between quoting and getting paid.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eQuote volume, value and acceptance rate\u003c\/li\u003e\n\u003cli\u003eTime from quote issued to order confirmed\u003c\/li\u003e\n\u003cli\u003eOrder to invoice lag by product line\u003c\/li\u003e\n\u003cli\u003eInvoice to payment cycle time\u003c\/li\u003e\n\u003cli\u003eValue stuck at each stage right now\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eCommercial and finance teams sharing a revenue process.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx), Power BI (.pbix)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081155456,"sku":"DF-SAL-003","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_57449563-ce45-4f3d-8484-c9cc1673d7bb.png?v=1786027431"},{"product_id":"customer-churn-and-retention-dashboard","title":"Customer Churn and Retention Dashboard","description":"\u003cp\u003eCustomers leave quietly and you notice a quarter too late.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eChurn rate by cohort and by month\u003c\/li\u003e\n\u003cli\u003eRevenue retention, gross and net\u003c\/li\u003e\n\u003cli\u003eLapsed-customer flags based on your own reorder cycles\u003c\/li\u003e\n\u003cli\u003eAt-risk accounts scored by declining order frequency\u003c\/li\u003e\n\u003cli\u003eWin-back success rate\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eAccount managers and retention owners.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx), Browser HTML\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081188224,"sku":"DF-SAL-004","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_1cea6da4-e997-4f1f-b63c-44d3b83e8047.png?v=1786027431"},{"product_id":"territory-and-regional-sales-dashboard","title":"Territory and Regional Sales Dashboard","description":"\u003cp\u003eSome patches carry the business and nobody has quantified it.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRevenue and margin by territory against target\u003c\/li\u003e\n\u003cli\u003ePer-head productivity by region\u003c\/li\u003e\n\u003cli\u003eCoverage — accounts per rep versus opportunity density\u003c\/li\u003e\n\u003cli\u003eGrowth and decline ranked by area\u003c\/li\u003e\n\u003cli\u003eWhite space where you have no penetration\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eRegional sales leaders and territory planners.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx), Power BI (.pbix)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081450368,"sku":"DF-SAL-005","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_17c0f93a-caf3-4bd5-a698-b0069279f85e.png?v=1786027431"},{"product_id":"key-account-management-dashboard","title":"Key Account Management Dashboard","description":"\u003cp\u003eYour biggest accounts are managed on instinct.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRevenue trend per key account against plan\u003c\/li\u003e\n\u003cli\u003eShare of wallet estimate and growth headroom\u003c\/li\u003e\n\u003cli\u003eProduct penetration across the account\u003c\/li\u003e\n\u003cli\u003eEngagement frequency and last contact date\u003c\/li\u003e\n\u003cli\u003eConcentration risk if the top accounts left\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eKey account and enterprise sales teams.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081548672,"sku":"DF-SAL-006","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_17c2bc59-f2ce-4a92-8cf9-05c0943874a2.png?v=1786027432"},{"product_id":"sales-commission-and-incentive-dashboard","title":"Sales Commission and Incentive Dashboard","description":"\u003cp\u003eCommission calculations eat days and still get disputed.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eCommission earned by rep against attainment tiers\u003c\/li\u003e\n\u003cli\u003eQuota attainment tracked month and year to date\u003c\/li\u003e\n\u003cli\u003eAccelerator thresholds and distance to next tier\u003c\/li\u003e\n\u003cli\u003eClawback and adjustment tracking\u003c\/li\u003e\n\u003cli\u003eTotal incentive cost against budget\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eSales operations and payroll.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081614208,"sku":"DF-SAL-007","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_f1ef4d78-c08d-437c-aa09-59561dcbcfa3.png?v=1786027433"},{"product_id":"e-commerce-sales-performance-dashboard","title":"E-commerce Sales Performance Dashboard","description":"\u003cp\u003eOnline revenue moves and the cause is buried in three platforms.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRevenue, orders and average order value by channel\u003c\/li\u003e\n\u003cli\u003eConversion rate through the purchase funnel\u003c\/li\u003e\n\u003cli\u003eProduct performance ranked by revenue and margin\u003c\/li\u003e\n\u003cli\u003eBasket composition and attachment rate\u003c\/li\u003e\n\u003cli\u003eDiscount impact on realised margin\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eE-commerce and marketplace managers.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx), Browser HTML\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081679744,"sku":"DF-SAL-008","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_380e84b5-54bd-4726-ac08-a8b835a64bad.png?v=1786027433"},{"product_id":"customer-lifetime-value-dashboard","title":"Customer Lifetime Value Dashboard","description":"\u003cp\u003eAcquisition spend is set without knowing what a customer is worth.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eLifetime value by acquisition cohort\u003c\/li\u003e\n\u003cli\u003ePayback period on acquisition cost\u003c\/li\u003e\n\u003cli\u003eRepeat purchase rate and interval\u003c\/li\u003e\n\u003cli\u003eMargin contribution across the customer lifetime\u003c\/li\u003e\n\u003cli\u003eValue segmentation into tiers\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eMarketing and commercial planners.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. Use the enquiry button to register interest or ask about a bespoke version.\u003c\/p\u003e","brand":"Dashboard Foundry","offers":[{"title":"Default Title","offer_id":58654081712512,"sku":"DF-SAL-009","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1011\/0068\/3648\/files\/hf_20260806_142723_9cd82772-dd82-4e86-9a3e-5184776b2fa2.png?v=1786027433"},{"product_id":"discount-and-margin-leakage-dashboard","title":"Discount and Margin Leakage Dashboard","description":"\u003cp\u003eHeadline margin looks healthy until you net off what was given away.\u003c\/p\u003e\u003ch3\u003eWhat it shows you\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRealised versus list margin by product and customer\u003c\/li\u003e\n\u003cli\u003eDiscount depth distribution by rep\u003c\/li\u003e\n\u003cli\u003eMargin leakage quantified in value terms\u003c\/li\u003e\n\u003cli\u003eDeals below margin floor flagged\u003c\/li\u003e\n\u003cli\u003ePrice consistency across comparable customers\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eCommercial finance and pricing teams.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003cp\u003ePaste your own data into the clearly marked data sheet. Every chart, table and calculation updates automatically. Written setup instructions are included.\u003c\/p\u003e\u003ch3\u003eFormat\u003c\/h3\u003e\u003cp\u003eMicrosoft Excel (.xlsx), Power BI (.pbix)\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eComing soon.\u003c\/strong\u003e This dashboard is in build. 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