Free Sales Pipeline Spreadsheet Template
Track deals by stage, owner, value, and next move in one lightweight pipeline sheet. Keep close dates, weighted forecast, and rep follow-ups visible without needing a full CRM.
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What is a sales pipeline spreadsheet?
A sales pipeline spreadsheet is a working deal tracker for revenue teams that need more structure than a notes doc but less overhead than a full CRM. It shows each opportunity, who owns it, how much it is worth, what stage it is in, when it should close, and what needs to happen next. The point is not just reporting. The point is keeping the next sales action obvious.
What's included
This version includes a live deal table with company, owner, value, stage, probability, close date, last touch date, contact, and next move. Deals are grouped so the sheet reads like a real operating pipeline, with priority closes at the top and earlier-stage work further down. The bottom snapshot rolls up total open pipeline, weighted forecast, deals closing this month, closed-won revenue, and short rep notes.
Who should use this template?
It works well for startup founders, account executives, agency owners, and small sales teams who want a clean weekly pipeline review sheet. It is also useful as a personal operating layer alongside a larger CRM when the official system is too bloated for day-to-day deal management.
How to use it
Replace the sample opportunities with your own active deals, then keep the owner, stage, probability, and next move updated as soon as each conversation happens. Review the sheet in your weekly forecast call so late-stage deals do not stall and early-stage opportunities do not crowd out real closes. If you need help, ask Griddy's AI to identify stale deals, rewrite follow-up notes, or summarize which owners have the most revenue at risk this month.
Choose a version
Start with the template closest to your workflow
Choose a pipeline that reflects the deal stages, values, probabilities, owners, close dates, and next actions your team forecasts.
- Sales Pipeline Template for B2B
- Sales Pipeline Template for Real Estate
- Sales Pipeline Template for SaaS
Use the CRM lead tracker for relationship context, last activity, and follow-up; use a pipeline for deal-stage forecasting.
More specialized versions
- Sales Pipeline Template for Agencies
- Sales Pipeline Template for Consultants
- Sales Pipeline for Hotels
- Sales Pipeline Template for Coaches
- Sales Pipeline Template for Freelancers
- Sales Pipeline for Healthcare
- Sales Pipeline Template for Home Services
- Sales Pipeline Template for Restaurants
- Sales Pipeline for Retail
- Sales Pipeline Template for Startups
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Open the working template in Griddy, then describe the columns, formulas, formatting, or summaries you want changed.
