Free B2B Sales Pipeline Spreadsheet Template
Review B2B opportunities with open, won, and lost totals, manually entered probabilities, expected-close and follow-up dates, and visible input checks in a three-sheet browser workbook.
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Make this B2B pipeline fit your sales review.
Open the workbook and ask Griddy to adjust stages, owners, priorities, or next-milestone fields.
What is in this B2B pipeline workbook?
The three sheets are Dashboard, Pipeline, and Setup. Pipeline includes account or opportunity, owner, stage, deal value, probability, open weighted value, expected close, follow-up date, next action, notes, and review checks. Setup drives the stage dropdown and maps labels to Open, Won, or Lost. There are 200 prepared opportunity rows; formulas and validations do not expand automatically beyond them.
Example: calculate a weighted value
Weighted value formula: deal value × probability. Northstar Systems is $120,000 × 55% = $66,000; Cedar Labs is $68,000 × 30% = $20,400. Probabilities are editable inputs from 0% to 100%; the stage does not set them automatically.
Review the pipeline each week
Replace the illustrative records and dates, update each opportunity after customer conversations, and resolve financial and workflow warnings before relying on the dashboard. Closed-won and closed-lost deals are excluded from open weighted value and reported separately. This is a probability-weighted planning view, not a prediction. Renaming a Setup stage does not rewrite existing deals; reselect the new label on affected rows.
Use the workbook alongside your CRM
Keep notes to short next steps and opportunity IDs. The workbook provides a focused review view; it does not replace a CRM or store stakeholder/contact history. Do not enter credentials, payment details, or confidential contract text.
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Read guideDo this with AI
Make this B2B pipeline fit your sales review.
Open the workbook and ask Griddy to adjust stages, owners, priorities, or next-milestone fields.
