Sales Pipeline Tracker. Free download.
A dynamic sales pipeline tracking spreadsheet to monitor deals across funnel stages, calculate weighted revenue forecasts, track close dates, and evaluate rep quotas.
What the sales pipeline tracker looks like.
A simplified preview with example values. The real file has the full set of fields.
When to use this template.
Deal Tracking Across Funnel Stages
Visualize every prospect journey from qualified lead to closed-won.
Monthly & Quarterly Revenue Forecasting
Calculate realistic probability-weighted pipeline values for leadership.
Sales Rep Quota Management
Track individual rep deal volume, average deal size, and win conversion rates.
What is included in this document.
Pipeline Summary KPI Dashboard
Total pipeline value, weighted forecast value, win rate, and active deal count.
Deal Log & Contact Information
Company name, primary contact, deal lead owner, and product category.
Funnel Stage & Win Probability
Dropdown stage selector (Prospect, Demo, Proposal, Negotiation) linking to probability percentages.
Projected Close Date & Next Actions
Target closing month, weighted dollar value calculation, and immediate next action steps.
Stop filling out blank spreadsheets.
This template gets you started today. Encarmo can connect it to your financial and operational data.
Using a static template
- Reps forget to update spreadsheet cells, leaving forecasts out of date
- No automatic reminders lead to neglected deals going cold
- Difficult to calculate real-time stage conversion rates manually
Automating in Encarmo
- Visual drag-and-drop Kanban sales board updating in real time
- Automated task reminders keep deals moving through the pipeline
- Seamless 1-click conversion from won deal to active project and invoice
Template FAQs.
Everything you need to know about downloading and editing this template.
What is weighted pipeline value?
Weighted value multiplies the total deal amount by the probability percentage of closing at that stage (e.g. $10,000 deal at 50% = $5,000 weighted).
Can I customize the deal stages?
Yes, the funnel stages and their corresponding probabilities in the data settings sheet can be adjusted to match your sales cycle.
Can multiple reps use this tracker simultaneously?
Yes, you can import this file into Google Sheets or Microsoft Excel Online for concurrent multi-user editing.
How does Encarmo replace spreadsheet pipeline tracking?
Encarmo provides a modern visual CRM pipeline with email sync, automated deal alerts, and revenue analytics built right in.
Upgrade from templates to automated workflows.
Encarmo brings invoicing, accounting, payroll and operations into one connected platform, with free accounting and invoicing and unlimited users.