Sales dashboard — build one from your spreadsheet in minutes

Most sales teams already track their numbers in a spreadsheet: deals, revenue, pipeline stages, rep performance. The problem is that a spreadsheet full of rows is hard to read in a meeting or share with leadership. Sheetavo turns your existing sales spreadsheet into a clear, interactive sales dashboard — with revenue charts, KPI cards, and filters — without building anything in Power BI or Tableau.

Key metrics to track in a sales dashboard

A well-structured sales spreadsheet will have columns that map directly to these KPIs:

• Total revenue — sum of closed-won deal values in the period.
• Deals closed — count of won opportunities.
• Average deal size — total revenue divided by deals closed.
• Win rate — percentage of deals closed as won versus total contacted.
• Revenue by rep — breakdown by salesperson for performance comparison.
• Revenue by channel or product — where deals are coming from.
• Pipeline by stage — current funnel health and conversion between stages.
• Monthly or quarterly trend — revenue over time to spot seasonality or growth.

What your spreadsheet should look like

Sheetavo works best with a flat table — one row per deal or transaction. Recommended columns:

• Date or Close Date — for trend charts.
• Revenue or Deal Value — the numeric measure.
• Rep or Salesperson — for breakdowns by person.
• Stage or Status — for pipeline and funnel charts.
• Product or Channel — for category splits.
• Region or Company — optional segmentation columns.

Keep numbers as real numbers (not "$1.2k"), dates in a consistent format, and one header row. See the SaaS metrics template for a ready-to-use example, or the CSV-to-dashboard guide if your data is a CRM export.

How Sheetavo builds your sales dashboard

1. Upload your Excel or CSV file, or connect your Google Sheet.
2. Sheetavo detects the date column, numeric measures, and categorical breakdowns automatically.
3. It generates a revenue trend chart, a bar chart by rep or channel, KPI cards for total revenue and deal count, and a full data table.
4. You rename sections, swap chart types if needed, and enable AI insights to get written highlights of what changed.
5. Share a view-only link with your sales manager, CEO, or board — they explore filters without editing anything.

How to share your sales dashboard

Once your dashboard is ready, click Share in Sheetavo and copy the link. Viewers can use the date range filter, filter by rep or region, and step through charts in Present mode during a review meeting. They do not need a Sheetavo account or access to the original spreadsheet.

For sensitive revenue data, add optional password protection on Pro plans. For regular weekly or monthly updates, refresh the dashboard from your updated sheet with one click.