About this channel sales dashboard template
This Channel Sales Dashboard template gives sales managers and channel operations teams a complete view of pipeline health across Direct, Reseller, Distributor, Marketplace, and Partner channels. The five-sheet workbook covers a KPI dashboard, an opportunity register, channel-level analysis, an action queue for overdue deals, and a rules reference guide drawn from the source XLSX layout.
Every sheet is designed for quick data entry and visual tracking, with columns for account, stage, probability, amount, weighted value, target close, days idle, and next steps. The dashboard aggregates pipeline, weighted pipeline, won revenue, and attainment by channel so teams can spot low coverage, stale opportunities, and below-target performance at a glance.
Fully editable in WPS Office, Microsoft Excel, and Google Sheets, the template adapts to your CRM workflow. Replace the sample deal data, adjust channel names, and update the rules thresholds to match your sales process without rebuilding the structure.
5 interconnected sheets
Dashboard, deal register, analysis, action queue, and rules guide work together for end-to-end channel sales tracking.
Multi-channel breakdown
Track Direct, Reseller, Distributor, Marketplace, and Partner performance with per-channel pipeline and attainment metrics.
Action-driven workflow
Built-in action queue flags overdue deals, stale opportunities, and missing next steps for immediate follow-up.
Standard XLSX format
Works with WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers for seamless editing and sharing.