Sales template
Sales Pipeline Tracker Template
Track every open deal and see a realistic forecast. Weighted value multiplies deal size by the chance it closes.
Guide: Sales pipeline tracker with weighted forecast
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What's inside
| 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) |
Preview with sample numbers. Formulas are shown in green.
The formulas, explained
E2 =C2*D2
Deal value times the probability of winning it.
E5 =SUM(E2:E4)
Weighted pipeline: a realistic forecast of what will close.
Make it yours by asking
Try a request like this in Tabstra:
"Create a sales pipeline tracker with deal, stage, value, probability and weighted value, plus totals"