Overview
A dashboard is only useful if the numbers move on their own. This one does. The left side is a plain lead list - date, name, email, source, campaign, status, value, owner - and everything to the right of it is calculated. Add a row and the totals change. The source breakdown uses UNIQUE and COUNTIF, so a new channel appears in the summary the first time you use it, without you editing a formula. Sixteen sample leads spread across two months are included so the numbers and charts have shape before you add your own.
Column layout
Copy this column order into a blank Google Sheet, or let SheetLink Forms create the headers for you on first submission.
| Column | Notes |
|---|---|
| Date | When the lead arrived. Drives the weekly series. |
| Name | Counted for the total-leads metric. |
| Contact address. | |
| Source | Channel - feeds the source breakdown automatically. |
| Campaign | Optional. Useful when one source runs several campaigns. |
| Status | New, Contacted, Qualified, Won or Lost. Drives conversion rate. |
| Value | Deal value. Feeds average value and pipeline. |
| Owner | Who is working the lead. |
Useful formulas
Paste these into a top-of-sheet summary row or a separate dashboard tab.
=COUNTA($B$2:$B$500)=COUNTIFS($A$2:$A$500,">="&EOMONTH(TODAY(),-1)+1)=IFERROR(COUNTIF($F$2:$F$500,"Won")/COUNTA($B$2:$B$500),0)=UNIQUE(FILTER($D$2:$D$500,$D$2:$D$500<>""))=SUMIFS($G$2:$G$500,$F$2:$F$500,"<>Won",$F$2:$F$500,"<>Lost")Conditional formatting
- Format the WEEK STARTING column as a date - it arrives as a serial number.
- Insert a column chart over the weekly series to see volume by week.
- Insert a pie chart over the source breakdown to see channel mix.
- Freeze row 1, and widen the metric labels so they do not truncate.
Pivot table guidance
If you prefer pivots to formulas, a pivot with Source as rows and Status as columns gives the same channel-versus-outcome view, and updates as you add leads.
Recommended add-ons
- AI Analytics: Turns the same lead list into written weekly summaries.
- AI Lead Scoring: Adds a quality score you can chart alongside volume.
Frequently asked questions
Does the dashboard update automatically?
Yes. Every metric is a formula over the lead list. Add a row and the totals, conversion rate and source breakdown all recalculate.
Are the charts included?
The data series are built and calculating. Google Sheets charts cannot travel through a copy link, so you insert the two charts once - it takes about a minute and the steps are above.
Can I add my own sources or statuses?
Yes. The source breakdown is built with UNIQUE, so a new channel appears by itself. Statuses other than Won are treated as open.
Do I need SheetLinkWP?
No. Paste or type leads in and it works. SheetLinkWP just removes the typing by sending WordPress form submissions straight into the sheet.