Sales pipeline tracker (Excel)

Managing your sales pipeline effectively is key to hitting your targets, and our sales pipeline excel tracker is designed to make it easier than ever.

This template gives your team a clear view of every deal in progress, helping you forecast more accurately, track stages, and keep things moving forward.

What’s in the tracker?

Our template helps you organize and monitor your pipeline with ease. Key features include:

• Deal tracking: Log all important information, including prospect names, deal sizes, and estimated close dates.
• Forecast calculations: The built-in formulas automatically calculate deal probabilities and adjusted forecasts based on the likelihood of closing.
• Pipeline stages: Easily track which stage each deal is in—from qualification to proposal or demo—so nothing falls through the cracks​.

How to use it:

Here’s how you can get the most out of the pipeline tracker:

1. Input your deals: Start by flying in your prospects, deal sizes, and any other relevant information.
2. Update pipeline stages: As deals progress, move them through stages like demo, qualification, or proposal to track where each opportunity stands.
3. Leverage forecasting: Use the formulas to automatically calculate the adjusted forecast based on the deal probability, helping you predict revenue with greater accuracy.
4. Plan your next steps: Keep notes on action points for each deal to ensure your team knows what to do next to move things forward.

Download your sales pipeline tracker template

Pipeline Tracker

Google Docs