Free Restaurant Sales Pipeline Spreadsheet Template
Forecast catering and group opportunities by event label, service package, stage, quoted amount, confidence, decision date, owner, and next action.
Do this with AI
Make this catering pipeline fit your restaurant.
Open the workbook and ask Griddy to adapt event types, packages, stages, quoted amounts, confidence, owners, or next actions.
What is in this workbook?
This workbook has three sheets: Catering Forecast Dashboard, Catering Opportunities, and Setup. Catering Forecast Dashboard is the quick-review surface, Catering Opportunities is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Catering Opportunities for event or inquiry label, service package and aggregate group need, stage, opportunity amount, planning confidence, expected decision date, owner, and next action; use Setup for stages, qualification rules, review cadence, and safety boundaries. Catering Opportunities 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. Catering 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 Catering 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 event labels and aggregate service needs. Keep guest identities, allergy details, payment credentials, contracts, and private event notes 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
Do this with AI
Make this catering pipeline fit your restaurant.
Open the workbook and ask Griddy to adapt event types, packages, stages, quoted amounts, confidence, owners, or next actions.
