Free Consultant Sales Pipeline Spreadsheet Template
Track consulting prospects by scope, service, stage, value, probability, weighted forecast, close date, owner, and next step.
Do this with AI
Make this consulting pipeline fit your sales process.
Open the workbook and ask Griddy to adapt services, scope, stages, values, probabilities, close dates, or next steps.
What is in this workbook?
This workbook has three sheets: Consulting Forecast Dashboard, Consulting Pipeline, and Setup. Consulting Forecast Dashboard is the quick-review surface, Consulting Pipeline is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Consulting Pipeline for account, service or package, stage, deal value, probability, weighted value, expected decision date, owner, and next action; keep controlled stages and working rules in Setup. Weighted value is Deal value multiplied by Probability. Forecast sums pipeline and weighted values, counts stages, and links its sample review to Consulting Pipeline.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Consulting Forecast Dashboard 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 approved business context. Keep client secrets, private contacts, proposals, contracts, and payment details elsewhere. 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 & SheetsINDEX MATCH vs XLOOKUP: Which Should You Use?
INDEX MATCH is flexible and widely understood. XLOOKUP is cleaner and easier to maintain. Here's how to choose between them for real spreadsheet work.
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 guideDo this with AI
Make this consulting pipeline fit your sales process.
Open the workbook and ask Griddy to adapt services, scope, stages, values, probabilities, close dates, or next steps.
