Sales Pipeline Template 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

Status

Show opportunity status visually using RYG balls

Opportunity

Enter the deal or prospect name in the Primary Column (used for Smartsheet automated emails)

Rep

Assign a sales rep from your Smartsheet contacts

Priority

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

Probability

Show the probability of close with Harvey Balls

Opportunity Details

Add the Next Steps, date of Last Contact, & contact info — Contact, Email, & Phone

Product

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

Comments

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

Sharing

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

2:40

Simple Sales Pipeline

Create a pipeline to manage sales opportunities and your reps more efficiently and close more deals.

Choose to use one sheet or roll up multiple clones of the same sheet. Two key questions are:

Is it ok for reps to see each other’s deals and the whole pipeline?
How many deals are in your pipeline?

If your pipeline is small, and it’s ok for the team to see each other's performance, then one sheet is fine. Otherwise, save copies of your sheet for separate reps, product lines, or territories. See below for more information on managing multiple pipelines.

Sharing with different access levels

1:27

Sharing Your Sheet

Learn how to share your sheet for easy collaboration.

Share your sheet with your reps

Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.

Viewer: can view and export the sheet, but can't make changes
Editor: can edit information in cells, add attachments, set alerts, & create discussions
Admin: can add collaborators, edit columns, & change dependency settings

Share multiple sheets in a Workspace

Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.

Prevent edits with locked rows & columns

Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.

Collaborating on the pipeline with your team

2:02

Collaborating on Sheets

Learn how to use Smartsheet for real-time collaboration.

Collaborate in real-time

Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.

Highlight everyone's changes

Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.

Get a revision history on any cell

Right click on a cell and select View History to see previous values, who made each change, and when.

Format content automatically

Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain.

Filter down the rows you see

Select Filter Column from the column menu to see a smaller set of opportunities in a long sheet.

Getting opportunity updates from your reps

2:41

Alerts & Reminders

Track changes to your sheet with email notifications and stay on top of key dates with reminders.

Set Reminders

To set an email reminder on any opportunity in your pipeline sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.

Get automatic updates from your team

Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.

Managing multiple pipelines

3:12

Cell Linking in Smartsheet

Learn how to quickly and easily link specific information across sheets.

Link cells across sheets

Use Cell Linking to consolidate information from multiple sheets. You can roll up data from several sheets to build a multi-pipeline dashboard or reference cells in other sheets.

Dynamic reviews of multiple sheets

Create a custom Report to see opportunities in multiple sheets that meet specific criteria. For example, a Report can show a team member's open opportunities in the coming week. Updates you make in a Report also update the source sheets.

Connecting with your apps

2:29

Smartsheet and Google Apps

See how Smartsheet and Google work together

Docusign

Send Smartsheet attachments like contracts and invoices to DocuSign for e-signature, and the signed documents will be automatically uploaded back to the Smartsheet row. Built by Smartsheet Labs.

Salesforce

Link your Smartsheet sales pipeline to any Salesforce object to keep your sales team organized and on track. Then share your sheet with external teams so they can access and collaborate on Salesforce data. Built by Smartsheet Labs.

Marketo

Collaborate with your extended team to maintain contact lists. Work together to add context and comments to your lead list in Smartsheet, then send updated leads to Marketo for campaigns and outreach. Built by Smartsheet Labs.

Charts

Use Charts and Graphs to visualize key information about your sales opportunities. Charts automatically update when Smartsheet data changes, so your chart is always current. Built by Smartsheet Labs.