Sales Pipeline Dashboard

The Challenge

90-minute weekly pipeline review meeting consuming the whole team. Reps manually updating a shared Excel that was always out of date. No single source of truth for forecast.

The Solution

Exported CRM pipeline data to CSV weekly, dropped into SheetForge. Created dashboard view with revenue by stage, kanban by account owner, and filtered views per rep. Shared individual rep links with custom URL slugs.

The Results

Weekly meeting reduced to 15 minutes (agenda only, not status catch-up). Reps self-serve pipeline view before every call. Forecast accuracy improved as data is updated more frequently.