All examples
Sales template
Sales forecasting
Follow pipeline value, weighted revenue, sales ownership, regions, segments, confidence, and close dates.
Expected CSV columns
Your sample CSV and each later actual CSV use these column names.
- opportunity
- stage
- value
- probability
- close_date
- sales_rep
- region
- segment
- lead_source
- forecast_category
- expected_value
- days_in_stage
Live example
Built from the sample CSV below - filter it, sort it, open records.
Test it on your computer first
Buying gets you a template built from your own CSV, but the exported file itself works the same way every time. Download a real sample dashboard and its CSV below and open them on your machine before you buy - if it renders here, your purchased template will too. The HTML file needs that CSV to test reloading it; it isn't a standalone file on its own.