Free Home Services Sales Pipeline Spreadsheet Template
Forecast quoted home-service jobs by safe job ID, service scope, stage, quoted amount, confidence, decision date, owner, and next action.
Do this with AI
Make this quoted-jobs pipeline fit your service business.
Open the workbook and ask Griddy to adapt services, stages, quoted amounts, confidence rules, owners, decision dates, or next actions.
What is in this workbook?
This workbook has three sheets: Home Services Forecast Dashboard, Quoted Jobs Pipeline, and Setup. Home Services Forecast Dashboard is the quick-review surface, Quoted Jobs Pipeline is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Quoted Jobs Pipeline for safe job or prospect ID, service type and general job scope, stage, opportunity amount, planning confidence, expected decision date, owner, and next action; use Setup for stages, qualification rules, review cadence, and safety boundaries. Quoted Jobs Pipeline calculates weighted forecast in column F as opportunity amount in column D multiplied by confidence in column E, then totals all listed rows in row 17. Home Services Forecast Dashboard calculates open opportunity count, open opportunity amount, open weighted forecast, and average confidence from rows whose stage is not one of that workbook's terminal stages; average confidence returns zero when no open rows remain. Stage and confidence validation plus attention formatting keep entries reviewable.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Home Services 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 safe job IDs and general service context. Do not enter full addresses, access codes, payment details, private household notes, or credentials. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this quoted-jobs pipeline fit your service business.
Open the workbook and ask Griddy to adapt services, stages, quoted amounts, confidence rules, owners, decision dates, or next actions.
