How to manage Sales Pipeline using free Sales Pipeline Tracker Excel template?

Whether you are a small business owner looking for a tool to manage the data on your sales leads, or a sales person needing a simple CRM software, you have come to the right place. I am glad to present a simple Sales Pipeline Management tool to track and manage your sales leads.

In this video, we cover the following topics.

What is a Sales Pipeline?
Why do we need Sales Pipeline Management?
Benefits of Excel as a Sales pipeline management software
Features of the Free Sales Pipeline Tracker Excel template
How to use the template?
How to extend or customize it to your needs?

Features of Sales Pipeline Excel Template

Track all your sales deals in an organized way in one sheet
View active sales pipeline broken down by stages
Calculates Expected Deal values (based on Win %)
Calculates average time (days) taken to win deals
Identifies stages where deals are lost
Easy tool to filter deals by stage and status
Customization options

Overview of Steps

1. Review 4 sales stages. Rename if necessary.

2. Entering a new deal
Enter basic deals data in the Deals table. (Company Name, Contact Name, Deal Value, Created Date)
Enter current stage in which the deal is.
Enter win % as the chance of winning the deal.

3. Updating a deal as you make progress
Update Stage if the deal has moved forward to the next stage.
Update Win % if it has changed over time.
Enter Next Activity Date and Notes

4.Closing a deal
Enter Status (Won or Lost) if the deal is closed and you have either won or lost the deal.
Enter Close Date

5.Monitoring performance regularly to gain insights
View active pipeline to know if you are on target to meet your goal
View deal conversion rate and average time to win a deal
Identify stages where deals are lost and work on improving

Social:

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[TheLionOfJudahTheLambOfYHWH]

Mr. Indzara- you are very gracious for giving us the opportunity to be educated by your brilliance - this is "valuable and important information". You deserve an award for human kindness

[ginalopez]

You are an angel sent by Above! I couldn't believe that I found "YOU", have been working on this specific worksheet for almost 3 weeks now without success and tada! I found you. Your works are just amazing! totally awesome! I am feeling superb really! God bless you more and more...I am now a big fan!!!

[Hoohah]

I just want to say thank you! As an independent consultant I've been desperately seeking a simple, but systematic tool to track my leads, opportunities and won deals. This provides everything I need. So useful.

[lawrencestanley]

This is brilliant. You are gracious to share such a functional spreadsheet... Yet so many other CRM's try to add so much detail where this is very simple and straight forward. Thank you

[oscarlanzeta]

Thank you so much!!!!, May God Bless you for the good things you have done and wishing you good health with your entire

[hareshhemvani]

It's very useful and an excellent job God bless you 👍

[ericsumner]

Really nice job! I am going to work with it and will give you any ideas once I am more familiar with the tool. Thank You!!

[dannydayal]

An excellent video explaining a very effective Excel version of a CRM. Well done!

[maricarmanatad]

Thank you for the template. Its fantastic!

[AAlsabih]

Thank you it was very helpful video but on my opinion the account manager is very important to consider

[mdtaylor]

This was very useful and I just wanted to say thank you for putting in the time of doing this.

[arkipeej]

This is amazing! Thank you so much for sharing not only the excel sheet but the benefits of having it as a tool.

[AnthonyWilliam]

I have just had a quick look and it seems perfect for my Sales pipeline, and a very straight forward easily understood video. Thank you. I will download and try it and get back to you. TB

[manurishii]

Thanks for excel template great job
Easy understanding and manageable
Thank u so much
Keep going

[ZenTechnologist]

Thank you for this tracker. Its simple easy to understand and very practical

[elderramos]

WOW super helpful and love the fact you left it for us to download and ready to use. I have been using it and it has helped me a lot. Thank you

[oscardiez]

It’s a tremendous tool as a Follow up report for sales. Thank you so much

[karna]

Proper & Structured Approach. Thanks

[curtbeaird]

This is a great spreadsheet and a fantastic tutorial. Thank you. Well done.

[jeanchristophe]

Thank you so much man for the effort in realizing this template and sharing.