Sales Pipeline Tracker

Run your whole sales pipeline from one Excel workbook. Log each deal once, with its stage, value, close date and next step, and the probability, weighted value, forecast category, days in stage and attention flags work themselves out. Every report reads the same register, as at a report date that defaults to today.

• Deals register for up to 200 deals: owner, source, stage, value, dates, next step and the reason a deal was won or lost
• Probability and forecast category (Commit, Best case, Pipeline, Omitted) from your stages, with an override on any deal
• Attention flags: close date passed, next step overdue, stalled in stage (a limit for each stage) and no next step
• Forecast for the financial year by month and quarter: won, commit, best case and pipeline against target, with the gap
• Weekly review page for the pipeline meeting: slipped deals, overdue next steps, stalled deals, the top 10, what closes soon and what was won or lost this week
• Team sheet: each owner’s pipeline, quarter attainment against quota, win rate, average deal and sales cycle
• Win-loss analysis: win rate by deals and by value, by lead source, and the reasons you win and lose
• Dashboard with six KPIs, including pipeline coverage, and charts for the quarter, stages, monthly forecast, team and loss reasons
• Your stages, probabilities, team, sources, reasons, monthly targets and financial year on one Settings sheet
• A worked example with 54 fictitious deals whose dates follow today’s date, so you can see every report working before you enter your own
• Formulas only, no macros. Works in Excel 2010 and later, Excel for Microsoft 365 and Excel for the web

Licence: the purchaser may use, adapt, rebrand and share the workbook inside their own company. No resale or redistribution of the workbook.

A template, not financial advice. Example companies and deals are fictitious.