Sales template
CRM sales pipeline
Track deals by stage with a probability for each stage and a weighted forecast by close month. Late deals and contacts going cold are flagged automatically.
- Free
- No account needed to try
- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
2 sheets
- Pipeline
- Stages
112 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 293 filled cells in all.
Built in
- Charts
- Conditional formatting
- Dropdowns
- Live dates
- Frozen headers
- 2 charts
A look at the Pipeline sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Sales pipeline | |||||||
| 2 | One row per deal. Pick the stage from the dropdown; probability and weighted value fill in. | |||||||
| 3 | OPEN PIPELINE | WEIGHTED FORECAST | WON | WIN RATE | AVG OPEN DEAL | |||
| 4 | $486,000 | $225,670 | $99,000 | 50% | $40,500 | |||
| 5 | ||||||||
| 6 | ||||||||
| 7 | Deal | Company | Owner | Stage | Value | Close date | Probability | Weighted |
| 8 | Fleet telematics rollout | Bayside Logistics | Camila Ruiz | Negotiation | $84,000 | 11/28/2026 | 75% | $63,000 |
| 9 | Clinic scheduling suite | Marigold Dental Group | Leo Brandt | Proposal | $26,500 | 12/12/2026 | 50% | $13,250 |
| 10 | Warehouse sensors, phase 2 | Quillon Robotics | Hana Sato | Qualified | $112,000 | 1/30/2027 | 25% | $28,000 |
| 11 | Library kiosk refresh | Oakridge Community Library | Zoe Adeyemi | Lead | $18,000 | 2/15/2027 | 10% | $1,800 |
| 12 | Marina booking platform | Sable Point Marina | Leo Brandt | Closed won | $41,000 | 10/31/2026 | 100% | $41,000 |
- crm
- pipeline
- deals
- forecast
- sales
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