Template · PDF download
Sales Pipeline Tracker Template
A spreadsheet-ready pipeline tracker with 6 stage definitions, exit criteria, weighted forecast math, and a weekly review script.
What's inside
6 Pipeline Stages
Lead, Contacted, Qualified, Proposal, Negotiation, Closed Won/Lost — each with a definition and exit criteria.
Tracker Column Spec
Company/Contact, Stage, Deal Value, Next Action, Next Action Date, Days in Stage, Probability %.
Weighted Forecast Math
Stage probabilities (10% → 100%) and a worked example so your monthly forecast is a number, not a feeling.
Weekly Pipeline Review Script
Four questions to run every week: what moved, what's stalled past 14 days, the weighted total, and the 3 deals that get focus.
How it works
- Check out securely through Stripe.
- Your PDF download link is shown on the confirmation page.
- Build the tracker in your spreadsheet or CRM using the column spec, then run the weekly review.
What's next
Documenting the rest of your sales process? The SOP & Process Documentation Templates ($37) give you four formats for writing it down.
Sales Pipeline Tracker Template
$19
This is a planning template. Build it out in your spreadsheet or CRM tool of choice — it does not include software or integrations.