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Sales Pipeline Template

4.63 (8 reviews)

Track your sales pipeline in Excel! Divide your sales process into stages, find the bottlenecks and increase your return by managing each step.

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TEMPLATE DESCRIPTION

Having an efficient sales process requires additional efforts to achieve success. At the end of the day, competent management of each step in the process is what brings the greatest return. In this context, using a sales pipeline is an effective method in turning your prospects into customers. You can divide your sales process into stages to get a better understanding and greater success of each step.

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This Sales Pipeline template will help you to better manage your sales process, track the success of each stage and increase the conversation rate of your potential customers.

Sales Pipeline Template Features:

There are four sections on the template which are Dashboard, Input, Pipeline, and Settings.

We recommend you start with the settings section to use the template effectively.

Settings:

In this section, you can determine the stages of your sales process, define sales status, list sales representatives, choose a date format, and select the categories that will show up on the sales funnel template.

It is important to define stages in the sequence of occurrence in your sales process. Because you will see the same order in the sales funnel graph of the dashboard section.

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Besides that, you can specify the status you will use on the input sheet. Date format selection is also included to this template so that you can easily change the date style shown on the sales pipeline.

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Lastly, you can also select the sales data input categories you wish to be included in the pipeline section. Just select the “X” sign for the categories you would like to see on the pipeline. You can easily play around with the X sign selection and update the pipeline section according to your needs. The pipeline section is similar to a kanban board. So, the marked details will be visible in the pipeline section as kanban visualization.

In addition, you may also define your desired currency option in the Settings section. Remember that this selection of currency will be used throughout the template.

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Input:

This area is for your data input. The titles in this sheet are based on the category titles you set in the settings section (Sales Data Input).

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Pipeline:

This section provides a visual representation of each chosen stage. You can select the desired stages to be shown from the dropdown button. In addition, the order of the columns can be adjusted. Again, you will be warned when the same stage is selected more than once.

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Besides that, you can add new stages by using empty columns. These additional columns are ready in advance, so you can easily add new stages by selecting the stage name from the drop-down menu.

Similar to the titles in the Input section, you can select the information shown on each card from the Settings section (Show on the pipeline). The sales data inputs marked with “X” on the Settings sheet will show up in the pipeline. Thus, you only see the information you need.

In addition, there are filtering options on top of the pipeline. So, you can filter the pipeline by salesperson, status, open date from/till, and min/max value.

Dashboard:

The dashboard section serves as a visual summary of the whole sales pipeline template. In addition to won vs. lost percentage, forecasted earnings, and actual earnings information, you may also find charts and graphs for sales funnel, won vs. lost (total and monthly), won deals value, and tasks per salesman.

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Finally, you can filter the outputs for the same categories as we mentioned above in the pipeline section.

Sales Pipeline Template Features Summary:

  • Create sales pipeline in Excel
  • Track your sales in all stages
  • Informational notes included
  • No installation needed. Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2013 and later versions
  • Does not include VBA code and macros

This Sales Pipeline template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

8 reviews for Sales Pipeline Template

  1. Brock B.

    I searched a lot funnel shaped graphic for sales pipeline.
    I cant create this graphic on my excel.
    Finally I found it in your template. Thanks.

  2. JUAN CARLOS PORTILLO ABALIA

    Da gusto ver las plantillas lo bien que estan hechas un gustazo gracias

  3. Suzy

    Hi how to change the currency from $ to £ (GBP) in free file? thanks

    • Someka

      Hello Suzy,
      For this specific purpose, our developers have included a currency option under “Settings” sheet. Just include pounds in this area to change the $ sign:

  4. Samantha

    Is it not possible to add extra info to this sheet? I’m trying to create a new sheet but cannot make it happen. Any help is appreciated!

    • Someka

      Hi Samantha,
      After displaying your sheet tabs, you may duplicate the sheets. Likewise, should you need to create new sheets you can add a new sheet unlocking your template and sheets. Just click on the “+” sign and your new sheet will be added to the template.

  5. Rick B.

    Hello, I’ve purchased the single user license and have done some customization, however now the data is not being populated in the Dashboard, nor the Pipeline. Can you help?

    • Someka

      Hi Rick, Thank you for reaching out to us.

      It’s strongly likely that your file is corrupted due to customization or formatting. Please check your data on a fresh file, should the issue continue please email your file to us at contact@someka.net and we’ll be happy to support.

    • Rick B.

      Solved, thanks

  6. Olivia

    On the input tab if you select “won” should that not project in the sales funnel? As of now when a client passes through to “won or lost” it does not reflect or??

    • Someka

      Hello Olivia,
      The Sales Funnel takes into account the “Stages”, not the “Status”. Won or Lost are the Status Options. If you want to reflect these to the sales funnel, you have “Deal Won” and “Deal Lost” options on your Stages.

  7. MANUEL GONZALEZ

    muy completa ¡¡
    Excelente ¡¡

  8. Maria

    I was browsing through the downloaded and template without changing the contents. When I finally got to the 4 reporting tools. Thank you.

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