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Sales Pipeline Excel Template

4.64 (11 reviews)

Track your sales pipeline in Excel! Divide your sales process into stages, find the bottlenecks and visualize them in a summary dashboard.

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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 template in Excel is an effective method of 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 in 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 sales pipeline 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 Excel 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 2010 and later versions
  • Does not include VBA code and macros

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

11 reviews for Sales Pipeline Excel Template

  1. Dwain H

    great app. One question for you:
    Please let me know what the charge would be to duplicate the pipeline into additional tabs in the same document, having all the data populate into one Dashboard and Pipeline (perhaps on a third tab named “Totals”)

    • Someka

      Hello Dwain,

      After displaying your sheet tabs, you may duplicate the sheets.
      But in order to use the pipeline for different people, you have to update the formulas on the backside in order that filters can work separately.
      This will need comprehensive customization on the template.

      We, as Someka, make ready-to-use templates. If you need professional assistance for modifications or you need a tailor-made template, we recommend you to visit our trusted development partner Excel Rescue’s page from the link below:
      https://www.someka.net/custom-services/
      After you send your task, the team will contact you with an anticipated duration and price quote.

      Hope this helps!

  2. Rosaleen E

    Hi, I’ve reformatted the input value column to show a different currency from $ to £ (GBP) but it still shows $ on the dashboard and the pipeline. How do I correct this please?

    • Someka

      Hi Rosaleen,

      When you change the currency on the Input sheet, you have to also update formulas on the hidden “Calc” sheet.
      To see the hidden sheet, you have to first display sheet tabs, then right-click on one of the tabs and click “Unhide” and select the Calc sheet.
      Then both the Dashboard and the Sales Pipeline have the £ currency:

      Sales-Pipeline-Template_review

  3. Reece B

    hi excel is very nice but a tiny request how can i change default date format?

    • Someka

      Hi Reece,

      Date format selection is included in this template so that you can easily change the date style shown on the sales pipeline. Please see the image below.

      Sales-Pipeline-Template-Someka-date

      If you need help with customization or have technical questions such as how to customize the template please feel free to get in touch with us at contact@someka.net

    • Reece B

      wouldn’t it break the formulas if i change it?

    • Someka

      Hi Reece,

      It does not lead to any accidental change.
      You may easily use the dropdown option.

  4. 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.

  5. JUAN CARLOS PORTILLO ABALIA

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

  6. 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:

      salespipeline_review_s

  7. 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.

      salespipeline_review_n

  8. 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

  9. 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.

      salespipeline_review_r

  10. MANUEL GONZALEZ

    muy completa ¡¡
    Excelente ¡¡

  11. 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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