Excel formulas

Sales KPI Excel Formulas

Copy Excel formulas for common sales KPIs and adapt them for your spreadsheet or dashboard.

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Sales formulas for Excel

KPIFormulaExcel
Sales Velocity(Opportunities × Average Deal Size × Win Rate) / Sales Cycle Length=IFERROR((B2*C2*D2)/E2,0)
Win RateDeals Won / Total Opportunities=IFERROR(B2/C2,0)
Average Deal SizeTotal Revenue / Number of Deals=IFERROR(B2/C2,0)
Sales Cycle LengthTotal Days to Close Deals / Number of Closed Deals=IFERROR(B2/C2,0)
Pipeline CoveragePipeline Value / Sales Target=IFERROR(B2/C2,0)
Quota AttainmentActual Sales / Sales Quota=IFERROR(B2/C2,0)
Revenue per Sales RepTotal Revenue / Number of Sales Reps=IFERROR(B2/C2,0)
Lead-to-Customer RateNew Customers / Leads=IFERROR(B2/C2,0)
Opportunity Conversion RateConverted Opportunities / Total Opportunities=IFERROR(B2/C2,0)
Close RateClosed Won Deals / Total Deals=IFERROR(B2/C2,0)
Forecast Accuracy1 - ABS(Forecast - Actual) / Actual=IFERROR(1-ABS(B2-C2)/C2,0)
Average Revenue per AccountRevenue / Number of Accounts=IFERROR(B2/C2,0)
Sales Growth Rate(Current Sales - Previous Sales) / Previous Sales=IFERROR((B2-C2)/C2,0)