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
OpportunityCompanyStageAmountClose dateWeighted value
Website refreshAtlas StudioProposal$12,0002026-10-15=D4*0.5
Operations auditHarbor GoodsDiscovery$6,5002026-11-03=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

  1. 1Replace sample opportunities and adjust the pipeline stages.
  2. 2Set the probability multiplier in each weighted value formula to match your process.
  3. 3Review the close dates and weighted total during pipeline meetings.

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