Sales Pipeline Template
Weight deals by stage into a forecast and see where the quarter lands — a pipeline that forecasts itself.
Prefer the spreadsheet? CRM Contact Tracker & Follow-Up Log · Sales Forecast Template · Sales Pipeline Template · Tender & Bid Tracker Template · Sales Capacity Plan Template — free with an account, 3 free downloads.
See inside before you download: CRM Contact Tracker & Follow-Up Log · Sales Forecast Template · Sales Pipeline Template · Tender & Bid Tracker Template · Sales Capacity Plan Template
What's inside this template
How it works
It loads with realistic sample data so you see a finished result immediately — nothing to set up.
Type over the sample values, or upload your own file and map the columns in a couple of clicks.
The forecast recalculates instantly. Export to Excel or send a live link.
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Common questions
How does a weighted pipeline forecast work?
Each deal's value is multiplied by the win probability of its stage, then summed. A £100k deal at a 30% stage contributes £30k, which keeps early-stage optimism from inflating the forecast.
What probabilities should I assign to each stage?
Derive them from your own history rather than using defaults — the proportion of deals at each stage that actually closed over the last few quarters. Borrowed probabilities forecast someone else's business.
What pipeline coverage do I need to hit quota?
Three to four times quota is the common benchmark, which follows from a 25–33% win rate. If your coverage is fine but you're still missing, the win rate is the problem, not the pipeline volume.
Start from the Sales pipeline & forecast template
Open it with sample data, swap in your own, and export in seconds — no formulas, no blank page.
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