How to create a sales pipeline dashboard from form responses

Transform your leads into a live, visual sales pipeline

In this guide, you’ll learn how to convert form responses into a visual sales dashboard that updates automatically.
You’ll capture leads with a form, categorize them by deal stage, and visualize them in dashboards and Kanban boards to track conversions,S no external CRM needed.

📘 Learn more: Create your first form, app, or portal in a flash

Step 1: Create your lead capture form

Start from your workspace and click + New → Form, or choose a ready-made Lead generation form from the Template gallery.
You can also use Magic Create, try this prompt:

“Sales lead capture form with company details, contact info, deal value, and sales stage.”

Add essential fields such as:

• Lead name and company
  
  
• Contact email and phone
  
  
• Deal value ($)
  
  
• Lead source (Ad campaign, referral, website, etc.)
  
  
• Assigned salesperson
  
  
• Current stage (New, Qualified, Negotiation, Won, Lost)
  
  

💡 Tip: Use dropdown or single-choice fields for Sales stage so your pipeline stays organized.

📘 Learn more: How to create a form

Step 2: Auto-assign leads to team members

Use Logic → On submit to assign leads automatically based on region, product, or lead source.

Examples:

• If @lead_source = “Website” → set @salesperson = “Alice”
  
  
• If @region = “EMEA” → notify sales-emea@company.com
  
  

📘 Learn more: How to add advanced logic to your form

Step 3: Notify your sales team automatically

Set up conditional notifications under Settings → Notifications so new leads reach the right inbox instantly.

Example:

“New inbound lead: @company_name — deal value @deal_value.”

Route alerts by salesperson or product type for faster response.

📘 Learn more: How to send and receive conditional email notifications

Step 4: CSalculate potential revenue and probability

Add a Variable field to calculate weighted deal values automatically.

Formula example:

@deal_value * @probability

You can store the result in a Weighted value field to estimate expected revenue per lead.

📘 Learn more: How to use a variable with a formula

step 5: Visualize your pipeline with a Kanban board

Go to Results → Responses → Kanban view, and group leads by Sales stage.
Now you’ll see every deal card under its respective column — “New,” “Qualified,” “Negotiation,” etc.

Each card automatically updates as you move it between stages.

📘 Learn more: How to create a Kanban board

Step 6: Build your sales dashboard

From Results → Dashboard, add visual blocks to track performance metrics:

• Total leads (count of all submissions)
  
  
• Sum of deal values (total revenue potential)
  
  
• Bar chart: Leads by stage
  
  
• Pie chart: Lead sources
  
  
• Table: Detailed list of leads and assigned reps
  
  

💡 Tip: You can filter dashboards by salesperson or date to focus on individual performance.

📘 Learn more: How to showcase charts based on form responses

Step 7: Share dashboards with your team

Invite your sales team to view or edit the dashboard by clicking Share → Invite to workspace.
Set roles (e.g., Viewer, Editor, Admin) depending on who should access what.

📘 Learn more: How to add team members to the workspace

Step 8: Turn your dashboard into a full sales app

Convert your setup into a Sales Portal App with multiple pages:

• Add new lead → lead capture form
  
  
• Pipeline dashboard → Kanban + charts
  
  
• My leads → filtered view by salesperson
  
  
• Reports → charts by deal stage or region
  
  

📘 Learn more: How to create or edit an app

Step 9: Sync with external CRMs or sheets

If your team already uses a CRM or shared Google Sheet, sync it automatically so all form submissions appear there too.

📘 Learn more: How to set up two-way sync between Formaloo and Google Sheets

Pro tips

• Add AI Analyze to your dashboard to detect trends (e.g., conversion rates or best-performing sources).
  📘 Learn more: Uncover insights & trends in your data with AI Analyze
  
  
• Use conditional formatting: Color-code deals by value or stage for better readability.
  
  
• Generate PDFs for management reports: Attach pipeline summaries to automated emails.
  📘 Learn more: How to create PDF templates to turn responses into documents
  
  

Example scenario

A sales rep submits a new lead via the form.
Logic assigns it to the right salesperson and updates the Kanban board automatically.
The dashboard shows total deal value and highlights “Negotiation” deals nearing closure.
At the end of the week, AI Analyze summarizes top-performing lead sources for the team meeting.

📘 Learn more: Build personalized and time-saving flows with logic, automations, and AI

FAQ

1. Can I track team performance over time?
Yes, use filters or duplicate dashboards monthly for side-by-side comparisons.
📘 Learn more: How to duplicate a form from the app’s bases

2. Can I display data for only my own leads?
Yes, filter views so logged-in users only see their own submissions.
📘 Learn more: How to let users view and edit their own data in your portal

3. Can I integrate this dashboard into my website or intranet?
Of course, embed the dashboard or app directly on your site.
📘 Learn more: How to embed a link into your app’s page

Your live sales pipeline is ready

You’ve just created a live sales pipeline dashboard that captures leads, tracks deals, and visualizes progress, all within Formaloo.
Next, expand it into a Sales CRM App by adding team leaderboards, automated follow-ups, and deal stage analytics.

📘 Learn more: How to customize your portal with your brand identity

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