sales pipeline spreadsheet
Sales pipeline tracker with weighted forecast
Track deals by stage and probability, and see a weighted pipeline value that updates as deals move.
Opening the template uses no credits. Building from a prompt uses credits; the Free plan includes 25.
A CRM can be overkill for a small team, but a plain list of deals doesn't tell you what to expect. Weighting each deal by probability gives a realistic forecast.
What the spreadsheet looks like
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Deal | Stage | Value | Probability | Weighted |
| 2 | Client A | Proposal | 120,000 | 0.5 | =C2*D2 |
| 3 | Client B | Negotiation | 80,000 | 0.75 | =C3*D3 |
| 4 | Client C | Lead | 200,000 | 0.1 | =C4*D4 |
| 5 | Total | =SUM(C2:C4) | =SUM(E2:E4) |
This is the real first sheet of the Sales Pipeline Tracker template. Every total is a formula.
Who it's for
- Small sales teams
- Founders doing sales themselves
- Agencies tracking proposals
What you get
- One row per deal
- Weighted value = value × probability
- Totals per stage on request
- Excel download
How it works
- 1
List deals
Name, stage, value and probability.
- 2
Read the forecast
Weighted total shows expected revenue.
- 3
Summarise
Ask for totals by stage or owner.
Prompts to try
Tips from practice
- Use fixed probabilities per stage so forecasts are comparable.
- Remove lost deals instead of setting them to 0% forever.
- Review close dates weekly.
Good to know: No CRM sync; keep it updated manually or by pasting exports.
Formulas used here: SUMIFS, COUNTIFS, UNIQUE / FILTER