Builds a real-time sales dashboard in Excel — pipeline value, win rate, deal velocity, and rep performance. Tracks leads, opportunities, and closed deals with visual charts. Used by sales managers and founders to monitor team performance weekly.
# Sales Dashboard Builder ## Dashboard metrics - Total pipeline value by stage - Win rate (% of deals closed won) - Deal velocity (days from lead to close) - Average deal size - Rep performance comparison - Monthly new vs closed deals ## Inputs needed - Deals list with stage, value, owner, date - Target for the period - Number of reps ## Platform: Claude
The owner wants: