Powering 5,000+ sales teams across 70 countries
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 excel
sales pipeline template
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.
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.
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.
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.
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
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.
Create a centralized sales process with Salesmate
Dial automatically to your contacts and improve 3x productivity
Connect with your teammates and boost team collaboration
Auto-drop all your pre-recorded messages on voicemail
Automate your sales processes and nurture your leads
Create a centralized database for
your contact information
Send automated email and text sequences to your customers
Organize your calendar and book meetings instantly
Sales activity tracking
Track your sales reps’ activities and assist them reach their sales goals
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
What they say
Happy & Growing Customers
I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.
After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.
Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support.
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!
The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.
Frequently Asked Questions
Got questions? Find answers!
When should you use a sales pipeline template?
There is no definitive answer to this question, as it depends on a number of factors, including the size and complexity of your sales pipeline, the number of salespeople using the template, and your own preferences.
However, a Google sheet or excel-based sales pipeline template can be useful for managing small to medium-sized pipelines.
How often should you update your sales pipeline template?
Again, there is no definitive answer to this question. However, updating your sales pipeline template regularly is generally advisable to ensure that it remains accurate and up-to-date.
Depending on the size and complexity of your sales pipeline, you may need to update your template daily, weekly, or monthly.
What information should you include in your sales pipeline template?
At a minimum, your sales pipeline template should include the following information:
- The names of the products or services being sold
- The names of the prospective customers
- The estimated value of each deal
- The stage of the sales process (e.g., lead generation, proposal phase, negotiation phase, etc.)
- The expected closing date
- The name of the salesperson responsible for each deal
In addition to this basic information, you may also wish to include other data points, such as the estimated probability of each deal being closed, the expected gross margin, or the expected return on investment.
Can I use a sales pipeline template if I don't have a CRM system?
Yes, you can use a sales pipeline template even if you don’t have a CRM system. However, it is worth noting that a sales pipeline template can be valuable at the initial stage of your business. As soon as you start scaling, a CRM can help you track and manage your sales pipeline more effectively.
Best resources to download excel sales pipeline template?
Here are a few resources where you can download an excel sales pipeline template:
- SalesHandy – SalesHandy offers a free sales pipeline template that you can download in Excel.
- Pipedrive – Pipedrive offers a free sales pipeline template that you can download in Excel format.
- HubSpot – HubSpot offers a free sales pipeline template you can download in Excel.
- Zoho CRM – Zoho CRM offers a free sales pipeline template that you can download in Excel format.
- SugarCRM – SugarCRM offers a free sales pipeline template you can download in Excel.
What are the benefits of using a sales pipeline template?
There are a number of benefits to using a sales pipeline template, including:
- A sales pipeline template can help you track and manage your sales process more effectively.
- A sales pipeline template can help you identify potential problems or bottlenecks in your sales process.
- A sales pipeline template can help you improve your forecasting accuracy.
- A sales pipeline template can help you allocate resources more effectively.
- A sales pipeline template can help you measure and track key performance indicators.
What are the disadvantages of using a sales pipeline template?
There are a few potential disadvantages to using a sales lead pipeline template, including:
- A sales lead pipeline template can be time-consuming to set up and maintain.
- A sales lead pipeline template may not be suitable for businesses with a very simple sales process.
- A sales lead pipeline template may not be suitable for businesses with a very complex sales process.
- A sales lead pipeline template may not be suitable for businesses with a big sales team. They should opt for a CRM software instead.
Hello Salesmate, let me see it myself!
- No credit card required
- Cancel anytime.