Sales Pipeline Tracking with Excel: Build Your Performance Dashboard

Tracking your sales pipeline shouldn't require expensive, complex software. A well-designed spreadsheet is often the most powerful tool for monitoring prospects, visits, and closed deals. In this course, you will learn how to design a custom, professional sales tracking dashboard from scratch, enabling you to measure monthly and annual performance with clarity. What you'll learn: - Understand foundational sales funnel metrics, from initial prospecting to final conversion. - Design a clean spreadsheet structure to log daily activities, client visits, and sales stages. - Apply modern Excel formulas and data validation to prevent entry errors and automate calculations. - Create monthly tracking sheets that feed into a central annual performance dashboard. - Analyze conversion rates between funnel stages to identify bottlenecks in your sales process. You will begin by learning core sales tracking terminology and layout best practices before moving step-by-step through formula creation and dashboard assembly. This course is designed for beginners, sales professionals, and small business owners looking to organize their sales data without any prior advanced spreadsheet experience. Start reading today to take complete control of your sales metrics and performance reporting.