Lead Conversion Dashboard
A ready-made sales dashboard for call centers and sales teams tracking lead revenue, conversion rate, and agent performance across regions and products.
Add your lead and call records to the Data tab and refresh. The dashboard rolls up total revenue, total leads, average revenue per lead, converted leads, conversion rate, and unique agents, ranks revenue by agent, region, and product or service, tracks your monthly revenue trend year over year, and breaks down converted versus not-converted leads. Filter the entire dashboard by year, customer type, and product or service with one click. Fully editable to match your own agents, regions, and products, completely free.
Dashboard Features
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Executive KPI Bar: Total revenue, total leads, average revenue per lead, converted leads, conversion rate, and unique agents at a glance
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Revenue by Region & Product: Revenue ranked across every region and every product or service
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Agent Performance & Conversion Breakdown: Revenue ranked by agent, plus a converted versus not-converted lead split
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Monthly Revenue Trend & Filters: Revenue tracked month by month across years, filterable by year, customer type, and product or service
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Executive KPI Bar: Total revenue, total leads, average revenue per lead, converted leads, conversion rate, and unique agents at a glance
- Year, Customer Type & Product/Service Slicers: Three linked filters connected to every chart and KPI
- Revenue Trend by Month: Revenue tracked month by month, compared year over year
- Top Performing Agents: Revenue ranked across every agent
- Revenue by Region: Revenue ranked across every region
- Revenue by Product/Service: Revenue ranked across every product or service
- Conversion Breakdown: Converted versus not-converted leads
Package Details
- Lead Conversion Dashboard (.xlsm)
- Sample Dataset (.xlsx)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
