$6.99
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Sales dashboard template
Crest Revenue Operations Dashboard Template
Crest is a single-file HTML revenue operations dashboard that tracks a $18.50M quarterly quota across forecast, pipeline, reps, deal desk, and win/loss views.
Crest is a single-file HTML dashboard template for revenue operations teams that run a quarterly forecast call. It opens on a forecast view that plots closed won, commit band, best case band, and pipeline ceiling against a $18.50M quota line for FQ3 2026. Every figure is sample data you replace with your own CRM export.
Crest carries the quarter in five views. Forecast shows the quarter ascent chart with a week 8 marker and a desk call of $12.27M in commit, plus pace math that flags a $0.58M weekly shortfall against the required $2.22M. Pipeline renders a stage waterfall across Discovery, Validation, Proposal, Negotiation, and Contracting, shaded by deal age, with a slipped-deals ledger totaling $2.26M. Reps ranks 40 sellers on quota attainment with a 61.5% pace mark. Deal Desk lists the 15 largest open deals worth $10.94M with risk tags like No champion and Paper stalled. Win/Loss closes the quarter with a 31.9% win rate, segment trends, a loss-reason Pareto, and a competitor split.
What is inside Crest
- Quarter ascent chart plotting closed won, commit band, best case band, and pipeline ceiling against the $18.50M quota line across 13 weeks
- Pace to summit panel: quota $18.50M, closed won $7.42M at 40.1%, $2.22M needed per week against a $1.64M trailing 4-week run rate
- Forecast category ledger with deals, total value, average deal size, share of open pipeline, and a desk note per category
- Stage waterfall across 5 stages shaded by deal age, with 73%, 69%, 58%, and 50% conversion between camps
- Slipped deals ledger totaling $2.26M across 5 named accounts, each with an owner and a reason
- Rep attainment chart for 40 reps with a week-8 pace mark at 61.5%, sortable by attainment or coverage
- Deal desk table of the 15 largest open deals at $10.94M combined, with risk tags: No champion, Paper stalled, Single-threaded, Quiet 14d+
- Win/Loss autopsy with 141 decided deals, a 31.9% win rate, win rate by segment, loss-reason Pareto, and competitor split
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Deep Pine |
| Mood | Light |
| Category | Sales |
| Price | $6.99, one-time |
Who Crest is for
Crest gives the VP of Sales or CRO the desk call, the forecast category ledger, and the pace-to-summit panel for calling the quarter number every Monday, showing a $1.64M trailing run rate against the $2.22M needed.
Crest hands the revenue operations manager the forecast categories to own (Commit 34 deals at $4.85M, Best case 27 at $3.10M, Pipeline 61 at $6.44M, Omitted 12 at $1.21M), and the manager re-runs the re-forecast when reps update their calls.
Crest equips the front-line sales manager with the attainment chart, the week-8 pace marker at 61.5%, and the coverage flags that mark anyone below 3.0x pipeline coverage, so coaching starts from the same numbers.
Crest gives the deal desk lead the top-15 open deals table, which carries stage, amount, age, next step, close date, and a risk column for the deals that decide the quarter.
When to reach for it
Crest fits a team whose Monday forecast call runs off a shared spreadsheet that five people edit and nobody trusts. The forecast category ledger forces every open deal into Commit, Best case, Pipeline, or Omitted, and each category carries a desk note explaining how it is weighted.
Crest answers the leadership question of what slipped and why. The slippage ledger names the 5 deals that moved out of FQ3 with a reason on each, from budget freeze to a departed champion. That replaces the slide deck someone rebuilds every Friday.
Crest serves a team after a bad quarter, when the team needs an autopsy instead of a postmortem meeting. The Win/Loss view already has win rate by segment, a Pareto of loss reasons, and the competitor split drawn, so the conversation starts from evidence.
Frequently asked questions
Does Crest connect to Salesforce or HubSpot live?
No, Crest does not connect to Salesforce or HubSpot live. Crest is a static single-file HTML template with sample data hardcoded in the file. You open it in any browser, replace the sample deals, reps, and quota figures with your own export, and it renders offline with no build step or server.
What data do I need to fill Crest with my own numbers?
Filling Crest with your own numbers takes an open pipeline export with deal stage, amount, age, and forecast category, plus closed-won totals by week, rep quotas, and decided deals with loss reasons. A standard CRM opportunity report covers every panel in the file.
Can I change the quarter, quota, and stage names?
Yes, you can change the quarter, quota, and stage names. The quota line, the 13 week axis, the five stage names, and the forecast categories are all editable values in the file's data section. Rename a stage or shift the quota from $18.50M and every chart redraws from the same data.
How is Crest different from a generic sales dashboard template?
Crest differs from a generic sales dashboard template by centering on the weekly forecast call instead of vanity totals. The template carries forecast categories, pace math against remaining weeks, slippage reasons, and a win/loss autopsy, so it answers the questions a CRO asks every Monday.
