Templates
Pipeline tracking template
Organize your sales funnel with key metrics and automated weekly follow-up.
About the template
A tracking sheet to keep your funnel under control: every opportunity with its stage, value, probability and next action, plus a weekly summary that calculates itself. Built for teams that don’t have a CRM yet, or want a simpler view than their tool gives them.
What’s inside
- Opportunity sheet with stages, value and probability
- Automatic weekly summary: pipeline, won and lost
- Key metrics: conversion rate per stage and average cycle
- Next-actions tab sorted by urgency
- Instructions to adapt it to your process
Who it’s for
- Founders running sales themselves
- Small sales teams without a CRM
- Managers who want to review the pipeline in 10 minutes a week
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