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excel sales pipeline template for your business
Why do you need a sales pipeline template?
Are you losing out on important deals? It could be due to your fragmented sales process. Without proper deal tracking, contact management, and activity tracking, it becomes difficult to manage your sales pipeline.
With a sales pipeline template, you can stay on track with your sales goals and work without any hassle. You can also track the productivity of your sales rep working with different clients. Moreover, you can create also improve your lead generation process using a sales pipeline template (or sales funnel template) and improve the productivity of your sales team.
The sales pipeline template helps sales experts to analyze various sales data and build the best sales pipeline stages.
sales pipeline excel template
Close more business with an excelÂ
sales pipeline template
Easy tracking
Get a clear view of your sales pipeline
Don’t let any lead fall through the crack – use an effective sales pipeline template to track all your sales leads. A clear view of your sales pipeline can help in tracking every deal and its progress, hence it helps you get a clear idea of your deal stages. Identify new, in-progress, and closed deals to identify new opportunities and build successful sales pipelines.
Customized view
Sort and organize important deals
Create a sales pipeline that’s customizable at each sales stage of your deal. Use customized sales pipeline templates to only view important fields. Filter out the fields and sort them in your sales pipeline template and focus on deals that have a higher win probability and grow your revenue.
Forecast your sales
Forecast your sales and grow your business
Calculate your deal won amount, and forecast your sales based on your previous sales performance using the sales pipeline template. Moreover, you can also get the expected close date of every deal in your sales pipeline so your sales reps can stay on track.
Close more deals with sales pipeline template
Download our sales pipeline template and streamline your entire sales process.
Or simply want to see if Salesmate will fit your needs? Book a Demo
Win probability
Know your deal status at every step
Based on your past deal closures, analyze your deal status and calculate win probability. If it’s a new lead, the win probability can be low, but if it’s a qualified lead, you can close the deal faster and with a better success rate. Win probability is determined by the stage your lead is at in the sales pipeline and their past interactions.
Quarterly progress
Measure and compare quarterly progress
Every quarter will consist of varied revenue and deal closures, so based on your past business trends, you can check quarterly progress and measure the performance. You can compare different quarters and check their revenue, the number of deals closed (and lost) to find out whether you’re getting closer to your sales goal or not.
Deal insights
Get actionable and helpful reports
Get actionable insights on your deals and find out which reps have closed the most deals so you can measure their productivity and train them accordingly. You can also create reports on which stage the deals are, and whether they’re close to converting or not.
Salesmate excel templates to make your business faster
Build a customizable and effective sales
pipeline with Salesmate CRM
Streamlined sales process
Create and build a customizable sales pipeline and keep a track of every sales lead. Salesmate’s easy to use drag-and-drop pipeline provides a clear view of your sales pipeline so can identify potential clients and nurture them.
Eliminate manual tasks
Focus more time on selling by automating your manual tasks such as calling up prospects, sending follow-up emails, and tracking every client interaction.
Stay connected with your customers
Reach your prospects and customers at the right time with power dialer, email automation, meeting scheduler, and text messaging feature of Salesmate.
Improved team collaboration
Collaborate efficiently with your sales team and stay on the same page using a shared team inbox. Share data, mention your teammates, and assign tasks right from one place.
Actionable sales reports
Generate insightful reports for your sales performance, team productivity, revenue, goal tracking, etc, and build a better sales process.
Have you outgrown the sales pipeline template?
Do you want to move away from tedious excel sheets and manual data entry? Would you like to automate your sales process and focus on growing your revenue? You should try our CRM software. Salesmate lets you organize the sales process, engage customers, and automate the busy work.
Or simply want to see if Salesmate will fit your needs? Book a Demo
Create a centralized sales process with Salesmate
Power Dialer
Dial automatically to your contacts and improve 3x productivity
Team Inbox
Connect with your teammates and boost team collaboration
Voicemail Drop
Auto-drop all your pre-recorded messages on voicemail
Sales Automation
Automate your sales processes and nurture your leads
Contact Management
Create a centralized database for
your contact information
Sales Sequences
Send automated email and text sequences to your customers
Meeting Scheduler
Organize your calendar and book meetings instantly
Sales activity tracking
Track your sales reps’ activities and assist them reach their sales goals
Sales Reporting
Make informed decisions with insightful sales reports in your CRM
Still not convinced? Here is more
- Super Easy – No Training Required
- Affordable & Flexible Pricing
- Integrates with Your Favorite Apps
- Sell from iOS and Android Devices
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An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!
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Frequently Asked Questions
Got questions? Find answers!
What is a sales pipeline template?
A sales pipeline template is a tool designed to help sales teams track and manage their sales process from initial contact with a prospect to the final sale.
It provides a structured framework to visualize and monitor each stage of the sales funnel, allowing sales reps to keep track of potential deals, their stages, and their estimated value.
A well-designed sales pipeline management template can streamline the sales process, improve forecasting, and enhance overall sales efficiency.
Can I customize the sales pipeline template to fit my business needs?
Yes, you can customize the free sales pipeline template to fit your business needs. These templates, available in Excel, Google Sheets, or other formats, are designed to be flexible. You can:
1. Modify Stages: Adjust the stages to match your sales cycle.
2. Add Custom Fields: Include fields for deal size, expected closing date, lead source, etc.
3. Adjust Metrics: Focus on key sales and performance metrics.
4. Enhance Reporting: Develop custom reports and dashboards for detailed analysis.
Customizing your template ensures it effectively supports your specific sales process and aids in managing sales activities efficiently.
Can I customize the sales pipeline template to fit my business needs?
You can customize the free sales pipeline template to fit your business needs. Free sales pipeline templates, whether in Excel, Google Sheet, or another format, are downloadable and designed to be flexible. Here’s how you can tailor them:
1. Modify stages:
Adjust the stages to match your sales cycle, adding or removing steps as necessary to reflect each deal stage.
2. Add custom fields:
To track sales and follow up efficiently, include fields for deal size, expected closing date, lead source, and other relevant information.
3. Adjust metrics:
Customize which metrics to track, focusing on those that align with your sales objectives, such as key sales metrics and performance metrics.
6. Enhance reporting:
Develop custom reports and dashboards that provide meaningful insights into your sales performance using a sales pipeline report template or a sales pipeline review template for detailed analysis.
Customizing your template ensures that it effectively supports your specific sales process and remains a valuable tool for managing sales activities.
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How do I add or remove stages in the sales pipeline template?
This depends on your template’s format (e.g., Excel, Google Sheets). Generally, you can add or remove stages by inserting or deleting rows/columns in your sales pipeline Excel or Google Sheets templates, adjusting the corresponding labels and formulas.
Can I use a sales pipeline template if I don't have a CRM system?
Yes, you can use a sales pipeline template without a CRM system. It’s a practical way to manage and track your sales process using tools like Excel or Google Sheets, especially for small businesses or those just starting out.
Later, as you grow or scale your business, you can get CRM software and manage your entire sales process using it.
How can I improve the accuracy of my sales forecasting using a sales pipeline template?
To improve the accuracy of your sales forecasting using a sales pipeline template, ensure it is regularly updated, accurately reflects deal stages, and incorporates historical data and conversion rates for more precise forecasting.
Are there free sales pipeline templates available?
Yes, there are many free sales pipeline templates available online. You can find them in multiple formats, such as Excel, Google Sheets, and other platforms. Choose the one that suits your business needs.
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