Sales Pipeline (Dashboard)
Overview
- Filter row with search plus Stage, Owner, Region, Industry, and Lead Source, alongside a date range selector covering all dates, the last 90 or 180 days, or the last twelve months
- Pipeline health card carrying win rate, average deal size, and average days in pipeline, each with its own sparkline showing the twelve-month shape behind the number
- Revenue forecast card splitting open pipeline into weighted, best case, and committed, with a segmented bar showing how the three relate to each other
- Pipeline value over time as a multi-series line chart where open, won, and lost can each be switched on or off, with a hover readout giving all three figures for any month
- Stage funnel listing every stage with its deal count and total value as a proportional bar, so a pipeline that narrows too early is obvious at a glance
- Pipeline by industry as a segmented share bar with a ranked list underneath giving each industry’s percentage and value
- Open opportunities table with All, Open, Won, and Lost tabs, sortable columns, and paging – and everything on the page recalculates together when a filter changes
Benefits
- Replaces the weekly pipeline export and the forecast spreadsheet that gets rebuilt every Monday
- Separates committed from weighted and best case on one card, so the number taken to the forecast call is never the wish list
- Makes stage-by-stage drop-off visible while there is still time to work the deals
- Lets a manager isolate one rep, region, or lead source and see the whole page reshape around it
- Turns a list the sales team already maintains into reporting, with no new system to buy or roll out
- Serves both the sales director and the regional manager, because the filters change who the page is for
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI card, Sparkline, Line chart, Stacked bar chart, Funnel chart, Bar chart, Table
Common Questions About the Sales Pipeline Dashboard
What is this sales pipeline dashboard built with?
It is built on a standard SharePoint list of opportunities, with Microsoft 365 Copilot generating the dashboard page from that list. There is no CRM licence, no third-party reporting tool, and nothing to license beyond Microsoft 365. The charts, filters, and tables all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for sales teams.
What is included on the sales pipeline dashboard?
A pipeline health card with win rate, average deal size, and average days in pipeline, and a revenue forecast card splitting weighted, best case, and committed. Below them sit pipeline value over time as a toggleable multi-series line, a stage funnel, pipeline by industry, and a tabbed opportunity table. Filters cover stage, owner, region, industry, lead source, and date range.
Where does the dashboard data come from?
A single SharePoint list with eighteen columns – opportunity and account name, stage, amount, probability, weighted amount, owner, region, industry, lead source, created and expected close dates, close quarter, actual close date, days in pipeline, outcome, and loss reason. Most sales teams already keep a version of this list somewhere.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
