Free B2B Sales Pipeline Spreadsheet Template
Track B2B opportunities, stakeholders, stages, close dates, and weighted forecast in one free pipeline spreadsheet for Excel and Google Sheets.
Why B2B teams need a different pipeline template
B2B pipelines usually involve longer deal cycles, multiple stakeholders, stage-specific next steps, and a lot more forecasting pressure than lightweight one-call sales. A useful B2B sheet needs to show more than a company name and dollar value. It needs enough structure for account owner, stage, probability, target close date, and the next move that keeps the deal from stalling. This version is written for that kind of revenue workflow where the pipeline is reviewed every week and forecast quality matters.
What is included in this B2B pipeline template
The template includes a deal table with company, owner, value, stage, probability, close date, last touch date, contact, and next move fields, plus a snapshot area for total open pipeline, weighted forecast, and deals closing this month. That makes it practical for review calls where teams need to separate real late-stage opportunities from early-stage conversations. It also works well for tracking multistep deals with procurement, legal review, internal champions, or other blockers that do not show up in a generic sales sheet.
Who should use this template?
This template is a strong fit for startup founders, account executives, SDR and AE teams, agency new-business teams, and any B2B revenue operator who needs a simpler working view than a full CRM. It is especially useful when the official CRM exists but the team still wants a cleaner weekly pipeline review sheet focused on close timing, deal quality, and next-step discipline.
How to use it well
Start by listing only real active opportunities, then keep stage, probability, close date, and next move current after every customer interaction. Use the notes and next-step fields to capture what needs to happen next, not just what already happened. Review the weighted forecast regularly so pushed close dates and weak late-stage deals become obvious early. Griddy can help you rewrite next steps, flag stale opportunities, or summarize which accounts are inflating the forecast without enough activity behind them.
Related guides
Learn how teams actually use this template
Skip the setup
This template is ready in your browser.
Click “Open in Griddy” to load the template instantly — no download required. Griddy's AI is already connected, so you can customise it in plain English.
Open in Griddy →