Sales Pipeline Template by Probability

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Sales Pipeline by Probability

Sales Pipeline by Probability

Collaborate with sales reps and move your highest probability deals to close. Use this template to view and track key info on each opportunity, including rep, estimated deal value, close date, sales stage and status, contact info and next steps.

Template design and key features


Customizable Columns

Show opportunity status visually using RYG balls
Enter the deal or prospect name in the Primary Column (used for Smartsheet automated emails)
Assign a sales rep from your Smartsheet contacts
Show opportunity priority with the symbol dropdown
Sales Stage
Track sales stage in this dropdown — edit dropdown values in Column Properties
Estimated Value
Enter the forecasted sale amount — a formula calculates the total for each section
Expected Close Date
Set the expected close date using the date picker
Show the probability of close with Harvey Balls
Opportunity Details
Add the Next Steps, date of Last Contact, & contact info — Contact, Email, & Phone
Enter the product being sold in each deal

Collaborative Features

File Attachments
Store quotes, proposals, & contracts
Alerts & Reminders
Set alerts for follow-up & sheet changes
Log customer calls, emails, & notes
Gantt Chart
Enable Gantt view to see a timeline
Calendar View
View & edit the pipeline in a calendar
Row Hierarchy
Organize deals into collapsible sections
Collaborate in real-time with your reps
Update Requests
Request status updates from reps
Web Forms
Collect new rows & take action
Mobile App
View & update your pipeline on the go

Organizing your team's pipelines


Sharing with different access levels


Collaborating on the pipeline with your team


Getting opportunity updates from your reps


Managing multiple pipelines


Connecting with your apps


Learning resources