Free Sales Pipeline Template (Spreadsheet Download)
Download our free sales pipeline template for Google Sheets and Excel. Track deals, stages, and revenue in a simple spreadsheet.
What Is a Sales Pipeline Template?
A sales pipeline template is a pre-built spreadsheet that helps you track deals through your sales process — from initial contact to closed-won. It gives you visibility into your pipeline value, stage distribution, and expected close dates without needing a dedicated CRM.
Our free template works in Google Sheets and Microsoft Excel. It includes everything you need to manage a small sales pipeline right out of the box.
What's Included
- Pipeline Tracker — Main sheet with columns for deal name, company, contact, value, stage, probability, expected close date, and next action
- Stage Summary — Auto-calculated overview showing deals and value per stage
- Monthly Forecast — Revenue projection based on stage probabilities
- Activity Log — Track calls, emails, and meetings per deal
Default Pipeline Stages
The template comes with 7 standard stages that work for most B2B sales processes:
- Lead — New prospect identified (10% probability)
- Qualified — Confirmed fit and budget (20% probability)
- Meeting Scheduled — Demo or discovery call booked (30% probability)
- Proposal Sent — Pricing or proposal delivered (50% probability)
- Negotiation — Terms being discussed (70% probability)
- Verbal Commit — Prospect agreed, awaiting paperwork (90% probability)
- Closed Won — Deal signed (100% probability)
Customize these stages to match your actual sales process. For a deeper understanding of pipeline stages, read our Complete Sales Pipeline Guide.
How to Use This Template
- Download and copy — Make a copy in Google Sheets or download the Excel version
- Customize stages — Adjust the stage names and probabilities to match your sales process
- Add your deals — Enter each active deal with its details and current stage
- Update daily — Move deals between stages as they progress and log activities
- Review weekly — Check the summary dashboard for pipeline health and forecast
When to Upgrade to a CRM
A spreadsheet pipeline works well when you have:
- Fewer than 50 active deals
- 1-2 salespeople
- Simple sales process with few stages
- No need for automated follow-ups or email tracking
Once you outgrow these limits, it's time to move to a dedicated CRM. Read our CRM vs Spreadsheet comparison to understand when to make the switch, or explore our Best Free CRM picks to get started at no cost.