Salesforce sales pipeline report template

Four pages covering setup, overview, won and lost opportunities, and the open pipeline. Track won amount, win rate, average won amount and days to close by owner, plus open opportunities by stage, weighted amount and past-due opportunities.

Add Salesforce as a data source in Datapipe and sign in to your organization with its My Domain address; a Salesforce administrator installs the Datapipe app once first. Choose this dashboard, authorize Google Sheets, then save your Data Studio copy. Datapipe refreshes the same workbook on your schedule.

Win rate is won opportunities divided by won and lost opportunities closed in the selected dates. Open opportunities are not part of it. Average won amount is total won amount divided by won opportunities.

Each open opportunity’s amount multiplied by its probability, as set in Salesforce. Opportunities without an amount still count as open but add nothing to the totals.

Won and lost opportunities use their close date. Days to close runs from the opportunity’s created date to its close date. The open pipeline is your current pipeline when the data was read; an opportunity is past due when its close date has passed.

Salesforce has no pipelines like other CRMs, so the report groups results by opportunity owner. Stages keep the order set in your Salesforce opportunity stages.

No. Amounts stay in each opportunity’s currency and are never converted. Choose a currency with the filter.

Opportunities the connected Salesforce user can see, with their names, owners, stages, amounts, probabilities, close dates and currencies, plus user names and your opportunity stage settings. The report does not read contacts, accounts, activities or notes.

The template, PDF and CSV are free. Datapipe plans apply to automatic refreshes from your Salesforce organization.