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use cases excel pipeline

zmworm edited this page Apr 5, 2026 · 2 revisions

Build a Q2 Sales Pipeline Tracker with Stage Analysis

Persona: Sales Manager | Difficulty: Intermediate | Tags: excel sales pipeline charts conditional-formatting

Track 15 deals across stages with weighted pipeline value, rep performance charts, and color-coded aging alerts.

Download: sales-pipeline-q2.xlsx · sales-pipeline-q2.py

Build a Q2 Sales Pipeline Tracker with Stage Analysis

See also: Set Cell Values · Add a Chart · Batch Commands · Create a Workbook


User:

Hey, I need to build a pipeline tracker for our Q2 sales review on Wednesday. We've got about 15 deals in the funnel right now and my VP wants to see where everything stands — stage, deal size, owner, days in stage, that kind of thing. Here are the deals:

Acme Corp - Prospecting - 45ドルK - Sarah Chen - 12 days Bolt Industries - Discovery - 120ドルK - Marcus Webb - 8 days Crescent Health - Proposal Sent - 87ドルK - Sarah Chen - 21 days DataPulse Inc - Negotiation - 210ドルK - Marcus Webb - 5 days Evergreen Solutions - Closed Won - 65ドルK - Li Zhang - 0 days FairPoint Media - Discovery - 33ドルK - Li Zhang - 14 days GreenLeaf Tech - Proposal Sent - 175ドルK - Sarah Chen - 30 days Horizon Labs - Prospecting - 52ドルK - Marcus Webb - 19 days IntelliWare - Negotiation - 98ドルK - Li Zhang - 11 days JetStream Analytics - Closed Lost - 140ドルK - Sarah Chen - 0 days KnightBridge Capital - Discovery - 310ドルK - Marcus Webb - 3 days LunarEdge Systems - Proposal Sent - 72ドルK - Li Zhang - 25 days Mosaic Digital - Prospecting - 41ドルK - Sarah Chen - 7 days NorthStar Logistics - Negotiation - 155ドルK - Marcus Webb - 16 days OmniTech Partners - Closed Won - 88ドルK - Li Zhang - 0 days

I want it to look really sharp — think clean modern layout, maybe a deep emerald and gold color scheme? I'd love a summary section at the top showing total pipeline value, weighted value, win rate, and average days in stage. And if you can add a stacked bar chart showing pipeline value by rep broken out by stage, that would be amazing. Conditional formatting on the days-in-stage column too — green for under 10 days, yellow for 10-20, red for over 20.

Agent creates the workbook with emerald-gold styling, 15 deals, summary KPIs, and stacked bar chart:

Show commands (158 commands)

User:

Oh wait, can you also freeze the header row and the summary section so they stay visible when scrolling? And bold the rep names in the chart legend if possible.

Agent freezes panes at row 7 to keep title, KPIs, and headers visible when scrolling:

officecli set sales-pipeline-q2.xlsx '/Pipeline' --prop freeze=A7

Based on OfficeCLI v1.0.34

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