Free Agency Sales Pipeline Spreadsheet Template
Track agency prospects, service fit, sales stages, deal values, probabilities, weighted forecast, close dates, owners, and next actions.
Do this with AI
Make this agency pipeline fit your sales process.
Open the workbook and ask Griddy to adapt services, stages, probability rules, owners, close dates, or next actions.
What is in this workbook?
This workbook has three sheets: Forecast, Deals, and Contacts & Accounts. Forecast is the quick-review surface, Deals is the editable working log, and Contacts & Accounts holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Deals for account, service or package, stage, deal value, probability, weighted value, stage-entered date, calculated stage age, close date, owner, and next action; keep relationship context and last-touch details in Contacts & Accounts. Weighted value is Deal value multiplied by Probability, and Stage age is TODAY minus Stage entered. Forecast sums weighted value, averages stage age, and uses SUMIFS for the weighted forecast closing in the next 30 days.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Forecast fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use account labels and public business context. Keep contracts, credentials, payment details, and private contact records in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
How to Build a Sales Pipeline Spreadsheet
A sales pipeline spreadsheet should track active deals, stage, value, probability, and next move. Here's a practical structure for building one that stays useful.
Read guideExcel & SheetsCRM Spreadsheet vs Sales Pipeline: What's the Difference?
A CRM spreadsheet tracks contacts and follow-up. A sales pipeline tracks active opportunities and what needs to close. Here's when to use each one and when you need both.
Read guideGoogle SheetsHow to Use VLOOKUP in Google Sheets
VLOOKUP in Google Sheets searches the first column of a range and returns a value from another column. Here's the syntax, exact-match examples, common errors, and when to use XLOOKUP instead.
Read guideDo this with AI
Make this agency pipeline fit your sales process.
Open the workbook and ask Griddy to adapt services, stages, probability rules, owners, close dates, or next actions.
