Sheet template · Sales
Sales Pipeline
Track opportunities, stages, amounts, close dates, and weighted pipeline value.
Owner-led sales teams, consultants, and account managers who need a focused opportunity tracker.
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Structured preview
Sales Pipeline at a glance
Preview only6 columns · 3 sample rows
| Opportunity | Company | Stage | Amount | Close date | Weighted value |
|---|---|---|---|---|---|
| Website refresh | Atlas Studio | Proposal | $12,000 | 2026-10-15 | =D4*0.5 |
| Operations audit | Harbor Goods | Discovery | $6,500 | 2026-11-03 | =D5*0.2 |
| Weighted pipeline | =SUM(F4:F6) |
Probability multipliers are illustrative; replace them with your own stage assumptions.
What's included
- Opportunity and company fields
- Stage, amount, and close date columns
- Weighted value formulas
- A compact forecast summary
How to use it
- 1Replace sample opportunities and adjust the pipeline stages.
- 2Set the probability multiplier in each weighted value formula to match your process.
- 3Review the close dates and weighted total during pipeline meetings.
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