Automated Sales & Lead Funnel Dashboard

A Google Sheets tool that turns a raw CSV export of leads into a validated, ready-to-present sales dashboard — built so a sales or CS team can drop in their own data without touching a formula.

📊 Project Summary

• Paste or import a CSV export into the Raw Upload tab — required fields (lead_id, created_date, stage) are clearly documented, with optional fields for closed_date, owner, and amount.
• Validate Input Data runs an automated check before anything touches the dashboard, flagging missing or malformed columns instead of letting bad data break the report.
• Refresh Dashboard calculates leads created, qualified leads, conversion rate, win/loss counts, win rate, and average deal value, then rebuilds the stage distribution, leads-by-week, win/loss, and owner performance charts.
• Designed for repeatable use — a sales lead can re-run this every week with a fresh export and get a consistent, accurate dashboard every time.

🧰 Tools Used

• Google Apps Script (custom menu, validation logic)
• Google Sheets (data import, charts, KPI calculations)

📷 Setup, Validation & Dashboard