Dummy BI
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SalesSales / CRMbeginner

Sales Pipeline Tracker

by DataCraft Studio
4.9(47 reviews)

About this template

Visualise your pipeline stages, forecast revenue, and track rep performance with conversion rate breakdowns per stage.

This template is a fully structured PBIP package that includes report pages, a semantic model definition (TMDL), and a requirements manifest. After purchase, open the bundle in Dummy BI Automate, map the required fields to your own dataset, and generate a production-ready Power BI report — entirely on your local machine.

What's included

4 report pages

Pre-built Power BI visuals, charts, and KPI cards

Semantic model (TMDL)

Pre-configured measures, relationships, and hierarchies

Requirements manifest

Lists every required data field for easy mapping

Local processing

Open in Dummy BI Automate — no data upload needed

Key performance indicators

Pipeline ValueWin RateAverage Deal SizeCycle Time

Required data fields

Your dataset must contain the following fields (or equivalents that can be mapped):

deal_id
stage
amount
close_date
rep_name

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£19

One-time purchase · Perpetual licence

Secure checkout via Lemon Squeezy. VAT handled automatically.

Pages4
KPIs4
Required fields5
Downloads621
Formatreportbundle.zip

100% local processing

Your dataset is never uploaded anywhere. All field mapping and report generation happens on your machine using Dummy BI Automate.

About the creator

D

DataCraft Studio

12 templates

4.7 average rating

Template Tags

Visualization Types

FunnelBar ChartKPI CardTableLine Chart

Data Patterns

Funnel AnalysisForecastingRanking

Data Sources

SalesforceHubSpotDynamics 365Excel / CSV

DAX Features

Simple MeasuresCALCULATE PatternsWhat-If Parameters

Report Features

Conditional FormattingTooltips (Report Page)Buttons & Navigation
£19

Sales Pipeline Tracker