Free SaaS Sales Pipeline Spreadsheet Template
Track SaaS opportunities by account, seats or ARR, trial or POC stage, probability, weighted value, close date, and next action.
Do this with AI
Make this SaaS pipeline fit your sales motion.
Open the workbook and ask Griddy to adapt ARR or seat fields, stages, probabilities, renewal timing, owners, or next actions.
What is in this workbook?
This workbook has three sheets: SaaS Forecast Dashboard, SaaS Pipeline, and Setup. SaaS Forecast Dashboard is the quick-review surface, SaaS Pipeline is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use SaaS Pipeline for account, service or package, stage, deal value, probability, weighted value, decision or renewal 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 SaaS Pipeline.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated SaaS 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 aggregate commercial context. Keep contracts, credentials, private contacts, and customer data in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
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Read guideDo this with AI
Make this SaaS pipeline fit your sales motion.
Open the workbook and ask Griddy to adapt ARR or seat fields, stages, probabilities, renewal timing, owners, or next actions.
