Need Help With Sales Pipeline Formulas and Charts

Hey there! I’m putting together a sales lead board for my sales reps and office admin. I need a few basic things:

-Office admin needs to be able to have a high level view of all incoming leads and the various touches we have with them as they move through the sales process.

I need to board to calculate a few things for my sales reps
-close rate
-average closed $ value over a given time period
-total quotes sent over a given period
-it also needs to be able to sort leads by geography so they can set routes for their sales calls.

what i have so far is a sales pipeline template with a Google Maps block integration.

what i need help with is structuring it so that the board does the calculations i need and displays them in a straightforward way. ideally i would like to use this board as a sales leaderboard as well.

I’m looking for someone who’s versed in the formulas, rollups and pivot tables. Need this assembled asap. Let me know if you think you can help!

Hi @Caleb_Wininger,

I took a look at your request and can definitely help you and get started on this right away. Could you please schedule a free consultation with me via this link so we can discuss your project in detail:

You can also connect with me on linkedin -


This seems to be Possible, still looking for an helping hand share your email and skype… please PM

Hi Caleb,
Sounds well within my area of expertise and I would be happy to help.
You can reach me on
Best Wishes,