Review criteria
- +Weighted forecast by deal stage and probability
- +Pipeline value totals per stage
- +Next-action and follow-up date columns
- +Shareable with a small team
Sales Pipeline CRM in Sales & CRM
The Sales Pipeline CRM is a copy-ready spreadsheet for sales & crm that tracks leads, stages, deal value, forecast. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
Try it before you download
Live preview of “Sales Pipeline CRM”
Change any white cell; grey cells recalculate the way they will in Excel or Google Sheets. Nothing you type leaves this page.
Loading preview…
you type calculated needs attention getting close
Get this template
What’s inside “Sales Pipeline CRM”
Tabs: How to use · Deals · ForecastFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 11
Columns (grey = calculated for you)
- Company
- Contact
- Source
- Stage
- Deal value
- Probability
- Owner
- Next action
- Follow-up by
- Expected close
- Weighted value
- Open the Deals tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Every open deal needs a next action and a follow-up date; past follow-ups turn red.
- Weighted value multiplies deal value by probability; sum it for a realistic forecast.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Sales Pipeline CRM
About this template
It is built for people who want results without another subscription: solo reps and small teams tracking deals without a paid CRM. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Sales Pipeline CRM
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Solo reps and small teams tracking deals without a paid CRM
- +Anyone who wants a forecast without per-seat fees
Pause before choosing when
- -Teams needing email sync, automation, and reminders
- -High-volume pipelines with many users
About Sales & CRM
Why people consider this option
- +Run a sales pipeline without paying per-seat for a CRM
- +See deal stages, values, and forecast in one sheet
- +Customize stages to your actual sales process
What to review before acting
- -No automation, email logging, or reminders like a real CRM
- -Teams outgrow a shared sheet as deal volume climbs
Trust FAQ
Questions people ask before copying a template
Does the Sales Pipeline CRM work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Sales Pipeline CRM really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Sales Pipeline CRM track?
It tracks leads, stages, deal value, forecast. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.